Case Western Reserve University 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Case Western Reserve University
  • Sponsor EIN: 341018992
  • Sponsor Address: 10900 EUCLID AVENUE, CLEVELAND, OH, 44106
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 1,944
  • Total Assets: $2.0B

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231,944$2.0B$23.9M$18.0M
20221,840$1.8B$21.8M$16.8M

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