THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM

Plan Contact

  • Address: 3601 SPRUCE STREET,PHILADELPHIA,PA
  • Contact person: JO-ANN MENDEL
  • Phone: (215) 898-3750

Plan General Information

THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM is $113,547,618.00.This plan was established in 1957.

THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM is 872

THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM is $130,215.00

THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM is $2,029.00.

THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM is approximately $2,686.00
Investing in this additonal $2,686.00 for 20 years would give you extra $171,966.00, assuming a 10% annual return.

THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM Total Employer Contribution and Match Rate

In 2023, THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM allocates $2,343,045.00 to match its employees' contributions, providing an employer match rate of 140.12% of their contributions

THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM is 13.83%.

THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM is 14.03%. This measures the effectiveness of the plan participants' investments in the year.

THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM Expense Ratio

In 2023, the investment and administrative expense ratio of THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM is 0.06%.

Enrollment Features

THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM 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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