How big is Baldwin Wallace University's plan?

Baldwin Wallace University's plan reported $229.5M in assets and 587 participants for 2024.

Original filing (PDF)20251014154539NAL0001638579001

Baldwin Wallace University

Name: Baldwin Wallace University — Baldwin Wallace, Form 5500 (2024)
Creator: Baldwin Wallace University
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Baldwin Wallace University Defined Contribution and Tax Deferred Savings

403(b) retirement plan · Baldwin Wallace University's Baldwin Wallace University Defined Contribution and Tax Deferred Savings held $229.5M in plan assets for 587 participants in 2024, with TIAA as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

587

Accounts w/ balance

1,389

Plan assets (EOY)

$229.5M

Net assets (EOY)

$229.5M

People on this filing

Gregory Cingle signed Baldwin Wallace University's 2024 Form 5500 as plan administrator.

Gregory Cingle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Baldwin Wallace University's EIN is 34-0714629.

EIN 34-0714629

Plan number 002

Plan year 2024

ACK ID 20251014154539NAL0001638579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Baldwin Wallace University from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Baldwin Wallace University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALDWIN WALLACE UNIVERSITY.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BALDWIN WALLACE UNIVERSITY

EIN

all filings

Address

275 EASTLAND ROAD · HR · BEREA, OH · 44017

Phone

(440) 826-2219

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

MEADEN AND MOORE, LTD

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$72K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICES	81-3968784	—	INVESTMENT ADVISORY	$64K	—

Accountant / Auditor

Investments

36 direct securities · 1 pooled fund· $229.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Accounts

$96.0M

8 holdings

Mutual Funds

$74.7M

10 holdings

Common Collective Trusts

$31.1M

6 holdings

Other securities

$18.5M

11 holdings

Pooled Separate Account

$8.4M

1 holding

Bonds / Notes

$678K

1 holding

					% of plan
TIAA Traditional R1 Unallocated Contracts N/A	Mutual Funds	—	—	$45.5M	19.8%
CREF Stock Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$39.9M	17.4%
TIAA Traditional R3 Unallocated Contracts N/A	Mutual Funds	—	—	$20.1M	8.8%
IShares S&P 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$19.2M	8.4%
CREF Growth Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$16.3M	7.1%
CREF Global Equities Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$11.7M	5.1%
CREF Equity Index Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$10.8M	4.7%
CREF Social Choice Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$8.9M	3.9%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$8.4M	3.7%
IShares Russell Mid Cap IDX K Mutual Fund N/A	Common Collective Trusts	—	—	$5.5M	2.4%
CREF Bond Market Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$5.0M	2.2%
MFS International Equity FD R6 Mutual Fund N/A	Mutual Funds	—	—	$4.0M	1.7%
IShares Rus 2000 SML Cap IDX K Mutual Fund N/A	Common Collective Trusts	—	—	$3.5M	1.5%
BlackRock Emerging Markets K Mutual Fund N/A	Other securities	—	—	$2.7M	1.2%
RBC BlueBay High Yeild Bond I Mutual Fund N/A	Other securities	—	—	$2.6M	1.1%
Baird core plus bond fund inst Mutual Fund N/A	Other securities	—	—	$2.3M	1.0%
Baird Short term bond fd inst ap Mutual Fund N/A	Other securities	—	—	$2.1M	0.9%
AB Income Fund - Class Z Mutual Fund N/A	Other securities	—	—	$2.1M	0.9%
Fedinternationalist Ratvaldivr6 Mutual Fund N/A	Other securities	—	—	$2.0M	0.9%
CREF Money Market Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$2.0M	0.9%
Vanguard Equity Income Adm Mutual Fund N/A	Mutual Funds	—	—	$1.7M	0.7%
Neuberger Berman INTL Equi Mutual Fund N/A	Other securities	—	—	$1.6M	0.7%
iShares S&P 500 Idx Service Mutual Fund N/A	Common Collective Trusts	—	—	$1.5M	0.7%
CREF Inflation-Linked Bond Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$1.5M	0.6%
American Funds INFL Link BD R6 Mutual Fund N/A	Mutual Funds	—	—	$1.4M	0.6%
Metropolitan West TotRet Bnd Mutual Fund N/A	Other securities	—	—	$1.3M	0.6%
American EuroPac Growth Mutual Fund N/A	Other securities	—	—	$1.3M	0.6%
TIAA-CREF Money Market Prem Mutual Fund N/A	Mutual Funds	—	—	$822K	0.4%
Vanguard Mid-Cap Idx Adm Mutual Fund N/A	Common Collective Trusts	—	—	$774K	0.3%
Participant loans (interest at 4.25% to 9.50%) N/A	Bonds / Notes	—	—	$678K	0.3%
TIAA-CREF Sm-Cap Bl Idx-Inst Mutual Fund N/A	Common Collective Trusts	—	—	$632K	0.3%
MFS Mid-Cap Val Class R6 Mutual Fund N/A	Mutual Funds	—	—	$582K	0.3%
Amercan Century Inf Adj Bd R6 Mutual Fund N/A	Other securities	—	—	$472K	0.2%
American Funds New World R6 Mutual Fund N/A	Mutual Funds	—	—	$310K	0.1%
JPMorgan Mid Cap Gro FD CL R6 Mutual Fund N/A	Other securities	—	—	$283K	0.1%
Vanguard Explorer ADM V2 Mutual Fund N/A	Mutual Funds	—	—	$234K	0.1%
TIAA Traditional R2 Unallocated Contracts N/A	Mutual Funds	—	—	$183K	<0.1%