How big is Washington College's plan?

Washington College's plan reported $103.7M in assets and 519 participants for 2024.

Original filing (PDF)20250919192520NAL0002791553001

Washington College

Name: Washington College — Washington College Defined, Form 5500 (2024)
Creator: Washington College
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Washington College Defined Contribution Retirement Plan

403(b) retirement plan · Washington College's Washington College Defined Contribution Retirement Plan held $103.7M in plan assets for 519 participants in 2024, with TIAA as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

519

Accounts w/ balance

1,141

Plan assets (EOY)

$103.7M

Net assets (EOY)

$103.7M

People on this filing

TERI Simmons signed Washington College's 2024 Form 5500 as plan administrator.

TERI Simmons — 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

Washington College's EIN is 52-0591691.

EIN 52-0591691

Plan number 469

Plan year 2024

ACK ID 20250919192520NAL0002791553001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Washington College's plan includes a 403(b) annuity, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

69 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 (95th percentile).

Plan sponsor

Name

WASHINGTON COLLEGE

EIN

all filings

Address

300 WASHINGTON AVENUE · CHESTERTOWN, MD · 21620

Phone

(410) 778-2800

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

469

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

Pension benefit codes

2L · 403(b)(1) annuity

2S · Automatic enrollment

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA - TEACHERS INSURANCE AND ANNUI	13-1624203	NEW YORK, NY	RECORDKEEPER	$49K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICES	81-3968784	INDEPENDENCE, OH	INVESTMENT ADVISORS	$14K	—

Investments

69 direct securities · 1 pooled fund· $103.7M(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.

Mutual Funds

$58.3M

40 holdings

Other securities

$26.9M

20 holdings

Common Collective Trusts

$16.0M

9 holdings

Pooled Separate Account

$2.5M

1 holding

					% of plan
TIAA Traditional Annuity - Non-Benefit Responsive	Mutual Funds	—	—	$20.2M	19.5%
CREF Stock R2	Mutual Funds	—	—	$9.7M	9.3%
Vanguard 500 Idx Adm	Common Collective Trusts	—	—	$5.7M	5.5%
American Fds 2045 Tar Ret R6	Other securities	—	—	$4.0M	3.9%
CREF Growth R2	Mutual Funds	—	—	$3.7M	3.5%
CREF Global Equities R2	Mutual Funds	—	—	$3.6M	3.5%
CREF Social Choice R2	Mutual Funds	—	—	$3.6M	3.5%
American Fds 2030 Tar Ret R6	Other securities	—	—	$3.2M	3.1%
CREF Equity Index R2	Common Collective Trusts	—	—	$3.1M	3.0%
American Fds 2050 Tar Ret R6	Other securities	—	—	$2.8M	2.7%
American Fds 2040 Tar Ret R6	Other securities	—	—	$2.7M	2.6%
JPMorgan Large Cap Growth R6	Other securities	—	—	$2.6M	2.5%
TIAA Access Nuv Intl Eq Idx T3	Common Collective Trusts	—	—	$2.5M	2.4%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$2.5M	2.4%
American Fds 2035 Tar Ret R6	Other securities	—	—	$2.2M	2.1%
TIAA Access Nuv Lg Cp Vl Ix T3	Mutual Funds	—	—	$2.1M	2.0%
Vanguard Devlopd Mkts Idx Adm	Common Collective Trusts	—	—	$1.9M	1.8%
American Fds 2055 Tar Ret R6	Other securities	—	—	$1.3M	1.2%
American Cent MdCpVa Fd Cla R6	Other securities	—	—	$1.2M	1.1%
CREF Core Bond R2	Mutual Funds	—	—	$1.1M	1.1%
American EuroPac Growth R6	Other securities	—	—	$1.0M	1.0%
Vanguard Small-Cap Idx Adm	Common Collective Trusts	—	—	$992K	1.0%
TIAA Access Nuv LifCyc 2045 T3	Mutual Funds	—	—	$893K	0.9%
American Washington Mut Inv R6	Other securities	—	—	$873K	0.8%
TIAA Access Nuv LifCyc 2035 T3	Mutual Funds	—	—	$850K	0.8%
TIAA Access Nuv Lg Cp Gr Ix T3	Mutual Funds	—	—	$832K	0.8%
TIAA Access Nuv Sm Cp Bl Ix T3	Mutual Funds	—	—	$831K	0.8%
TIAA Access Nuv LifCyc 2040 T3	Mutual Funds	—	—	$816K	0.8%
Vanguard Ttl Bd Mkt Idx Adm	Common Collective Trusts	—	—	$810K	0.8%
American Fds 2025 Tar Ret R6	Other securities	—	—	$757K	0.7%
TIAA Access Nuv Qt Sm Cp Eq T3	Mutual Funds	—	—	$737K	0.7%
TIAA Access Nuv Lrg Cap Val T3	Mutual Funds	—	—	$729K	0.7%
American Fds 2060 Tar Ret R6	Other securities	—	—	$721K	0.7%
Cohen & Steers Real Est Sec Z	Other securities	—	—	$720K	0.7%
American Fds 2020 Tar Ret R6	Other securities	—	—	$704K	0.7%
CREF Inflation-Linked Bond R2	Mutual Funds	—	—	$686K	0.7%
Nuveen Large Cap Resp Eq R6	Mutual Funds	—	—	$682K	0.7%
TIAA Access Nuv RlEstSecSel T3	Mutual Funds	—	—	$663K	0.6%
TIAA Access Nuv LifCyc 2050 T3	Mutual Funds	—	—	$616K	0.6%
TIAA Access Nuv LgCp Res Eq T3	Mutual Funds	—	—	$581K	0.6%
Vanguard Mid-Cap Idx Adm	Common Collective Trusts	—	—	$540K	0.5%
American Fds 2010 Tar Ret R6	Other securities	—	—	$527K	0.5%
TIAA Access WstAst Cr Pl Bd T3	Mutual Funds	—	—	$524K	0.5%
Vanguard Federal Money Mkt Inv	Mutual Funds	—	—	$499K	0.5%
TIAA Access Nuv Intl Equity T3	Mutual Funds	—	—	$496K	0.5%
CREF Money Market R2	Mutual Funds	—	—	$476K	0.5%
Metropolitan W Tot Ret Bd Pln	Other securities	—	—	$467K	0.5%
TIAA Access Nuv Core Equity T3	Mutual Funds	—	—	$443K	0.4%
TIAA Access Nuv Mid Cap Val T3	Mutual Funds	—	—	$432K	0.4%
Amer Century Infl-Adj Bond R5	Other securities	—	—	$427K	0.4%