IRA-Based
2023 plan-year IRA-Based DOL Form 5500

WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WIDENER UNIVERSITY

This IRA-Based plan holds $407M in total assets and serves 832 participants as of 2023. It is sponsored by WIDENER UNIVERSITY in Pennsylvania. The plan reported positive net income of $35M for the year.

Total Assets (2023)
$407M
Participants
832
State
Industry
Educational Services

What the Filing Says About WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is a IRA-Based retirement plan sponsored by WIDENER UNIVERSITY, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $407M in total end-of-year assets and covers 832 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 231386178, and the plan has been effective since 1961-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $373M at the beginning of 2023 to $407M at year-end — a gain of 9.3%. Net assets (after liabilities) closed the year at $407M, with reported net income of $35M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$373M
Total Assets (End of Year)$407M
Net Assets (End of Year)$407M
Net Income$35M
Plan TypeIRA-Based
Employer EIN231386178
Plan Effective Date1961-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WIDENER UNIVERSITY)

Year Plans Participants Total Assets
2022 1 884 $373M
2023 1 832 $407M
2024 1 857 $425M

Nearby IRA-Based Plans in Pennsylvania

Peer IRA-Based plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN?
As of the 2023 Form 5500 filing, WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN holds $407M in total assets with 832 participants. It is sponsored by WIDENER UNIVERSITY.
What type of plan is WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN?
WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is a IRA-Based plan. It has been effective since 1961-07-01. The plan is filed with the U.S. Department of Labor under EIN 231386178.
Who sponsors the WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN?
WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is sponsored by WIDENER UNIVERSITY, located in Pennsylvania. The sponsor's EIN is 231386178 and the plan operates in the Educational Services industry.
How did WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN perform in 2023?
WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN grew by 9.3% during 2023, moving from $373M to $407M in total assets. Net income was $35M.
Where can I find official filings for WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN?
Official Form 5500 filings for WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231386178 or plan name at efast.dol.gov.
How does WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN compare to other plans?
You can compare WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN against other IRA-Based plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 231386178.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.