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, Oak Ridge Associated Universities 403(B) Retirement Plan is a benefit plan reported by Oak Ridge Associated Universities under EIN 62-0476816 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,108 participants and $335,876,857 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $335,876,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $335,876,857
- Net assets (BOY)
- $299,386,401
Income & contributions
- Employer contributions
- $5,585,600
- Participant contributions
- $6,551,385
- Total contributions
- $13,654,548
- Total income / additions
- $50,545,253
Expenses & distributions
- Benefits paid
- $13,987,009
- Administrative expenses
- $67,788
- Total expenses
- $14,054,797
- Net increase / (decrease)
- $36,490,456