SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN

Plan Contact

  • Address: 500 COLLEGE AVENUE,SWARTHMORE,PA
  • Contact person: KAREN SNYDER
  • Phone: (610) 328-8397

Plan General Information

SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN is $424,876,239.00.This plan was established in 1937.

SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN is 2152

SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN is $197,433.00

SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN is $3,240.00.

SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN is approximately $3,792.00
Investing in this additonal $3,792.00 for 20 years would give you extra $242,714.00, assuming a 10% annual return.

SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN allocates $8,161,273.00 to match its employees' contributions, providing an employer match rate of 119.58% of their contributions

SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN is 10.33%.

SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN is 14.59%. This measures the effectiveness of the plan participants' investments in the year.

SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN is 0.02%.

Enrollment Features

SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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