Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wake Forest University Retirement Plan is a benefit plan reported by Wake Forest University under EIN 56-0532138 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,265 participants and $797,846,895 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $797,846,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $797,846,895
- Net assets (BOY)
- $686,528,413
Income & contributions
- Employer contributions
- $16,611,036
- Participant contributions
- $18,259,907
- Total contributions
- $36,623,455
- Total income / additions
- $145,648,430
Expenses & distributions
- Benefits paid
- $33,870,845
- Administrative expenses
- $443,014
- Total expenses
- $34,329,948
- Net increase / (decrease)
- $111,318,482