Willamette University 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Willamette University (EIN 930386972)
  • Plan Type: 403(b)
  • Total Participants: 872
  • Total Assets: $211.9M
  • Sponsor State: OR

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024872$211.9M$3.7M$3.3M
2023730$194.8M$4.5M$3.2M
2022766$176.6M$4.2M$3.0M

Service Providers

  • BAKER TILLY, US, LLP — Accountant / Independent Qualified Public Accountant ($4,200)

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