Wake Forest University Health Sciences
Plan context: Money Purchase Pension Plan of Wake Forest University Health Sciences
EIN 22-3849199 • 123 filings • 16 plans
Current Snapshot
Latest Year
2023
2023 Participants
1,997
2023 Assets
$503,650,953
2023 Contributions
$13,775,577
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 1,997 | $503,650,953 | $0 | - |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 1,997 | $503,650,953 | - | - |
| 2022 | 1 | 2,131 | $478,658,982 | $0 | - |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 2,131 | $478,658,982 | - | - |
| 2021 | 1 | 2,393 | $458,198,053 | $0 | - |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 2,393 | $458,198,053 | - | - |
| 2020 | 1 | 2,596 | $534,418,888 | $0 | - |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 2,596 | $534,418,888 | - | - |
| 2019 | 1 | 2,580 | $456,814,167 | $0 | - |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 2,580 | $456,814,167 | - | - |
| 2018 | 1 | 2,629 | $465,854,092 | $0 | - |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 2,629 | $465,854,092 | - | - |
| 2017 | 1 | 2,747 | $468,012,248 | $0 | - |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 2,747 | $468,012,248 | - | - |
| 2016 | 7 | 2,988 | $453,815,755 | $0 | - |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 2,988 | $453,815,755 | - | - |
| Group Life Accidental Death & Dismemberment Ltd Plan of Wfuhs | - | 0 | - | - | - |
| Group Travel Accident Insurance Plan | - | 0 | - | - | - |
| Health and Dental Care Benefit Plan of Wake Forest University Health Sciences | - | 0 | - | - | - |
| The Short Term Disability Plan for Wfu Health Sciences | - | 0 | - | - | - |
| Voluntary Vision Plan of Wake Forest University Health Sciences | - | 0 | - | - | - |
| Wake Forest University Health Sciences Flexible Benefits Plan | - | 0 | - | - | - |
| 2015 | 7 | 5,170 | $428,797,864 | $0 | - |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 3,141 | $428,797,864 | - | - |
| Wake Forest University Health Sciences Flexible Benefits Plan | - | 1,633 | - | - | - |
| Group Life Accidental Death & Dismemberment Ltd Plan of Wfuhs | - | 3,522 | - | - | - |
| Voluntary Vision Plan of Wake Forest University Health Sciences | - | 2,181 | - | - | - |
| The Short Term Disability Plan for Wfu Health Sciences | - | 1,531 | - | - | - |
| Group Travel Accident Insurance Plan | - | 5,170 | - | - | - |
| Health and Dental Care Benefit Plan of Wake Forest University Health Sciences | - | 1,925 | - | - | - |
| 2014 | 7 | 5,170 | $461,703,374 | $13,775,577 | $2,665iApproximate average salary by contribution assumption: employee only about $66,613 at 4% or $44,409 at 6%; with 50% employer match about $44,409 at 4% or $29,606 at 6%; with 100% employer match about $33,307 at 4% or $22,204 at 6%. |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 3,484 | $446,373,391 | - | - |
| Health and Dental Care Benefit Plan of Wake Forest University Health Sciences | - | 4,623 | $15,329,983 | $13,775,577 | $2,980iApproximate average salary by contribution assumption: employee only about $74,495 at 4% or $49,663 at 6%; with 50% employer match about $49,663 at 4% or $33,109 at 6%; with 100% employer match about $37,247 at 4% or $24,832 at 6%. |
| Voluntary Vision Plan of Wake Forest University Health Sciences | - | 2,181 | - | - | - |
| The Short Term Disability Plan for Wfu Health Sciences | - | 1,531 | - | - | - |
| Group Life Accidental Death & Dismemberment Ltd Plan of Wfuhs | - | 3,892 | - | - | - |
| Wake Forest University Health Sciences Flexible Benefits Plan | - | 1,229 | - | - | - |
| Group Travel Accident Insurance Plan | - | 5,170 | - | - | - |
| 2013 | 7 | 5,170 | $498,821,178 | $45,978,064 | $8,893iApproximate average salary by contribution assumption: employee only about $222,331 at 4% or $148,221 at 6%; with 50% employer match about $148,221 at 4% or $98,814 at 6%; with 100% employer match about $111,166 at 4% or $74,110 at 6%. |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 4,045 | $454,865,673 | - | - |
| Health and Dental Care Benefit Plan of Wake Forest University Health Sciences | - | 3,990 | $43,955,505 | $45,978,064 | $11,523iApproximate average salary by contribution assumption: employee only about $288,083 at 4% or $192,055 at 6%; with 50% employer match about $192,055 at 4% or $128,037 at 6%; with 100% employer match about $144,042 at 4% or $96,028 at 6%. |
| Voluntary Vision Plan of Wake Forest University Health Sciences | - | 4,093 | - | - | - |
| The Short Term Disability Plan for Wfu Health Sciences | - | 1,725 | - | - | - |
| Group Life Accidental Death & Dismemberment Ltd Plan of Wfuhs | - | 4,145 | - | - | - |
| Wake Forest University Health Sciences Flexible Benefits Plan | - | 1,268 | - | - | - |
| Group Travel Accident Insurance Plan | - | 5,170 | - | - | - |
| 2012 | 7 | 5,170 | $460,994,412 | $44,213,315 | $8,552iApproximate average salary by contribution assumption: employee only about $213,797 at 4% or $142,532 at 6%; with 50% employer match about $142,532 at 4% or $95,021 at 6%; with 100% employer match about $106,899 at 4% or $71,266 at 6%. |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 4,921 | $418,375,212 | $13,535 | $3iApproximate average salary by contribution assumption: employee only about $69 at 4% or $46 at 6%; with 50% employer match about $46 at 4% or $31 at 6%; with 100% employer match about $34 at 4% or $23 at 6%. |
| Health and Dental Care Benefit Plan of Wake Forest University Health Sciences | - | - | $42,619,200 | $44,199,780 | - |
| Voluntary Vision Plan of Wake Forest University Health Sciences | - | 3,967 | - | - | - |
| Group Life Accidental Death & Dismemberment Ltd Plan of Wfuhs | - | 4,186 | - | - | - |
| The Short Term Disability Plan for Wfu Health Sciences | - | 1,651 | - | - | - |
| Wake Forest University Health Sciences Flexible Benefits Plan | - | 1,326 | - | - | - |
| Group Travel Accident Insurance Plan | - | 5,170 | - | - | - |
| 2011 | 8 | 5,170 | $435,890,333 | $75,653,701 | $14,633iApproximate average salary by contribution assumption: employee only about $365,830 at 4% or $243,887 at 6%; with 50% employer match about $243,887 at 4% or $162,591 at 6%; with 100% employer match about $182,915 at 4% or $121,943 at 6%. |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 4,612 | $398,324,448 | $13,229,116 | $2,868iApproximate average salary by contribution assumption: employee only about $71,710 at 4% or $47,807 at 6%; with 50% employer match about $47,807 at 4% or $31,871 at 6%; with 100% employer match about $35,855 at 4% or $23,903 at 6%. |
| Health and Dental Care Benefit Plan of Wake Forest University Health Sciences | - | 2,934 | $37,565,885 | $42,683,296 | $14,548iApproximate average salary by contribution assumption: employee only about $363,695 at 4% or $242,464 at 6%; with 50% employer match about $242,464 at 4% or $161,642 at 6%; with 100% employer match about $181,848 at 4% or $121,232 at 6%. |
| Voluntary Vision Plan of Wake Forest University Health Sciences | - | 3,953 | - | - | - |
| TAX DEFERRED ANNUITY PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES | - | 0 | - | $19,741,289 | - |
| Wake Forest University Health Sciences Flexible Benefits Plan | - | 1,250 | - | - | - |
| Group Life Accidental Death & Dismemberment Ltd Plan of Wfuhs | - | 1,929 | - | - | - |
| The Short Term Disability Plan for Wfu Health Sciences | - | 1,372 | - | - | - |
| Group Travel Accident Insurance Plan | - | 5,170 | - | - | - |
| 2010 | 8 | 5,206 | $948,900,218 | $93,819,607 | $18,021iApproximate average salary by contribution assumption: employee only about $450,536 at 4% or $300,357 at 6%; with 50% employer match about $300,357 at 4% or $200,238 at 6%; with 100% employer match about $225,268 at 4% or $150,179 at 6%. |
| TAX-DEFERRED ANNUITY PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES | - | 4,188 | $509,377,212 | $26,626,933 | $6,358iApproximate average salary by contribution assumption: employee only about $158,948 at 4% or $105,965 at 6%; with 50% employer match about $105,965 at 4% or $70,643 at 6%; with 100% employer match about $79,474 at 4% or $52,983 at 6%. |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 4,533 | $400,743,113 | $23,671,434 | $5,222iApproximate average salary by contribution assumption: employee only about $130,551 at 4% or $87,034 at 6%; with 50% employer match about $87,034 at 4% or $58,022 at 6%; with 100% employer match about $65,275 at 4% or $43,517 at 6%. |
| Health and Dental Care Benefit Plan of Wake Forest University Health Sciences | - | 3,888 | $38,779,893 | $43,521,240 | $11,194iApproximate average salary by contribution assumption: employee only about $279,843 at 4% or $186,562 at 6%; with 50% employer match about $186,562 at 4% or $124,375 at 6%; with 100% employer match about $139,922 at 4% or $93,281 at 6%. |
| Voluntary Vision Plan of Wake Forest University Health Sciences | - | 3,888 | - | - | - |
| Wake Forest University Health Sciences Flexible Benefits Plan | - | 1,265 | - | - | - |
| The Short Term Disability Plan for Wfu Health Sciences | - | 1,366 | - | - | - |
| Group Life Accidental Death & Dismemberment Ltd Plan of Wfuhs | - | 4,129 | - | - | - |
| Group Travel Accident Insurance Plan | - | 5,206 | - | - | - |
| 2009 | 8 | 5,093 | $760,975,708 | $85,228,502 | $16,734iApproximate average salary by contribution assumption: employee only about $418,361 at 4% or $278,907 at 6%; with 50% employer match about $278,907 at 4% or $185,938 at 6%; with 100% employer match about $209,180 at 4% or $139,454 at 6%. |
| TAX-DEFERRED ANNUITY PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES | - | 4,086 | $437,221,626 | $25,502,911 | $6,242iApproximate average salary by contribution assumption: employee only about $156,038 at 4% or $104,026 at 6%; with 50% employer match about $104,026 at 4% or $69,350 at 6%; with 100% employer match about $78,019 at 4% or $52,013 at 6%. |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 4,499 | $292,504,066 | $20,217,630 | $4,494iApproximate average salary by contribution assumption: employee only about $112,345 at 4% or $74,897 at 6%; with 50% employer match about $74,897 at 4% or $49,931 at 6%; with 100% employer match about $56,173 at 4% or $37,448 at 6%. |
| Health and Dental Care Benefit Plan of Wake Forest University Health Sciences | - | 3,708 | $31,250,016 | $39,507,961 | $10,655iApproximate average salary by contribution assumption: employee only about $266,370 at 4% or $177,580 at 6%; with 50% employer match about $177,580 at 4% or $118,387 at 6%; with 100% employer match about $133,185 at 4% or $88,790 at 6%. |
| Wake Forest University Health Sciences Flexible Benefits Plan | - | 1,091 | - | - | - |
| Voluntary Vision Plan of Wake Forest University Health Sciences | - | 3,585 | - | - | - |
| The Short Term Disability Plan for Wfu Health Sciences | - | 1,309 | - | - | - |
| Group Life Accidental Death & Dismemberment Ltd Plan of Wfuhs | - | 3,933 | - | - | - |
| Group Travel Accident Insurance Plan | - | 5,093 | - | - | - |
| 2008 | 8 | 4,909 | $302,339,199 | $57,635,835 | $11,741iApproximate average salary by contribution assumption: employee only about $293,521 at 4% or $195,681 at 6%; with 50% employer match about $195,681 at 4% or $130,454 at 6%; with 100% employer match about $146,761 at 4% or $97,840 at 6%. |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 4,499 | $279,929,478 | $20,217,630 | $4,494iApproximate average salary by contribution assumption: employee only about $112,345 at 4% or $74,897 at 6%; with 50% employer match about $74,897 at 4% or $49,931 at 6%; with 100% employer match about $56,173 at 4% or $37,448 at 6%. |
| Health and Dental Care Benefit Plan of Wake Forest University Health Sciences | - | 3,573 | $22,409,721 | $37,418,205 | $10,472iApproximate average salary by contribution assumption: employee only about $261,812 at 4% or $174,541 at 6%; with 50% employer match about $174,541 at 4% or $116,361 at 6%; with 100% employer match about $130,906 at 4% or $87,271 at 6%. |
| Wake Forest University Health Sciences Flexible Benefits Plan | - | 918 | - | - | - |
| TAX-DEFERRED ANNUITY PLAN OF WAKE HEALTH SCIENCES | - | 0 | - | - | - |
| Group Travel Accident Insurance Plan | - | 4,909 | - | - | - |
| Voluntary Vision Plan of Wake Forest University Health Sciences | - | 3,549 | - | - | - |
| The Short Term Disability Plan for Wfu Health Sciences | - | 1,257 | - | - | - |
| Group Life Accidental Death & Dismemberment Ltd Plan of Wfuhs | - | 3,787 | - | - | - |
| 2007 | 8 | 4,845 | $346,921,260 | $55,071,141 | $11,367iApproximate average salary by contribution assumption: employee only about $284,165 at 4% or $189,443 at 6%; with 50% employer match about $189,443 at 4% or $126,295 at 6%; with 100% employer match about $142,082 at 4% or $94,722 at 6%. |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 4,431 | $314,924,464 | $20,715,996 | $4,675iApproximate average salary by contribution assumption: employee only about $116,881 at 4% or $77,921 at 6%; with 50% employer match about $77,921 at 4% or $51,947 at 6%; with 100% employer match about $58,441 at 4% or $38,960 at 6%. |
| Health and Dental Care Benefit Plan of Wake Forest University Health Sciences | - | 3,550 | $31,996,796 | $34,355,145 | $9,678iApproximate average salary by contribution assumption: employee only about $241,938 at 4% or $161,292 at 6%; with 50% employer match about $161,292 at 4% or $107,528 at 6%; with 100% employer match about $120,969 at 4% or $80,646 at 6%. |
| Group Travel Accident Insurance Plan | - | 4,845 | - | - | - |
| TAX-DEFERRED ANNUITY PLAN OF WAKE HEALTH SCIENCES | - | 0 | - | - | - |
| Voluntary Vision Plan of Wake Forest University Health Sciences | - | 3,563 | - | - | - |
| Group Life Accidental Death & Dismemberment Ltd Plan of Wfuhs | - | 3,802 | - | - | - |
| The Short Term Disability Plan for Wfu Health Sciences | - | 1,290 | - | - | - |
| Wake Forest University Health Sciences Flexible Benefits Plan | - | 886 | - | - | - |
| 2006 | 8 | 4,825 | $26,750,539 | $33,164,373 | $6,873iApproximate average salary by contribution assumption: employee only about $171,836 at 4% or $114,557 at 6%; with 50% employer match about $114,557 at 4% or $76,372 at 6%; with 100% employer match about $85,918 at 4% or $57,279 at 6%. |
| Health and Dental Care Benefit Plan of Wake Forest University Health Sciences | - | 3,468 | $26,750,539 | $33,164,373 | $9,563iApproximate average salary by contribution assumption: employee only about $239,074 at 4% or $159,383 at 6%; with 50% employer match about $159,383 at 4% or $106,255 at 6%; with 100% employer match about $119,537 at 4% or $79,691 at 6%. |
| TAX-DEFERRED ANNUITY PLAN OF WAKE HEALTH SCIENCES | - | 0 | - | - | - |
| Group Travel Accident Insurance Plan | - | 4,825 | - | - | - |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 4,496 | - | - | - |
| Group Life Accidental Death & Dismemberment Ltd Plan of Wfuhs | - | 3,743 | - | - | - |
| The Short Term Disability Plan for Wfu Health Sciences | - | 1,257 | - | - | - |
| Wake Forest University Health Sciences Flexible Benefits Plan | - | 846 | - | - | - |
| Voluntary Vision Plan of Wake Forest University Health Sciences | - | 3,504 | - | - | - |
| 2005 | 8 | 4,756 | $20,876,509 | $30,013,706 | $6,311iApproximate average salary by contribution assumption: employee only about $157,768 at 4% or $105,178 at 6%; with 50% employer match about $105,178 at 4% or $70,119 at 6%; with 100% employer match about $78,884 at 4% or $52,589 at 6%. |
| Health and Dental Care Benefit Plan of Wake Forest University Health Sciences | - | 3,399 | $20,876,509 | $30,013,706 | $8,830iApproximate average salary by contribution assumption: employee only about $220,754 at 4% or $147,169 at 6%; with 50% employer match about $147,169 at 4% or $98,113 at 6%; with 100% employer match about $110,377 at 4% or $73,585 at 6%. |
| Group Travel Accident Insurance Plan | - | 4,756 | - | - | - |
| TAX-DEFERRED ANNUITY PLAN OF WAKE HEALTH SCIENCES | - | 0 | - | - | - |
| Voluntary Vision Plan of Wake Forest University Health Sciences | - | 3,403 | - | - | - |
| The Short Term Disability Plan for Wfu Health Sciences | - | 1,233 | - | - | - |
| Wake Forest University Health Sciences Flexible Benefits Plan | - | 787 | - | - | - |
| Group Life Accidental Death & Dismemberment Ltd Plan of Wfuhs | - | 3,701 | - | - | - |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 4,416 | - | - | - |
| 2004 | 8 | 4,707 | $267,840,682 | $48,523,504 | $10,309iApproximate average salary by contribution assumption: employee only about $257,720 at 4% or $171,813 at 6%; with 50% employer match about $171,813 at 4% or $114,542 at 6%; with 100% employer match about $128,860 at 4% or $85,907 at 6%. |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 4,437 | $251,509,991 | $17,084,130 | $3,850iApproximate average salary by contribution assumption: employee only about $96,259 at 4% or $64,173 at 6%; with 50% employer match about $64,173 at 4% or $42,782 at 6%; with 100% employer match about $48,130 at 4% or $32,086 at 6%. |
| Health and Dental Care Benefit Plan of Wake Forest University Health Sciences | - | 3,445 | $16,330,691 | $31,439,374 | $9,126iApproximate average salary by contribution assumption: employee only about $228,152 at 4% or $152,101 at 6%; with 50% employer match about $152,101 at 4% or $101,401 at 6%; with 100% employer match about $114,076 at 4% or $76,051 at 6%. |
| TAX-DEFERRED ANNUITY PLAN OF WAKE HEALTH SCIENCES | - | 0 | - | - | - |
| Group Travel Accident Insurance Plan | - | 4,707 | - | - | - |
| Voluntary Vision Plan of Wake Forest University Health Sciences | - | 3,395 | - | - | - |
| Wake Forest University Health Sciences Flexible Benefits Plan | - | 741 | - | - | - |
| The Short Term Disability Plan for Wfu Health Sciences | - | 1,233 | - | - | - |
| Group Life Accidental Death & Dismemberment Ltd Plan of Wfuhs | - | 3,700 | - | - | - |
| 2003 | 7 | 4,746 | $13,874,859 | $26,431,460 | $5,569iApproximate average salary by contribution assumption: employee only about $139,230 at 4% or $92,820 at 6%; with 50% employer match about $92,820 at 4% or $61,880 at 6%; with 100% employer match about $69,615 at 4% or $46,410 at 6%. |
| Health and Dental Care Benefit Plan of Wake Forest University Health Sciences | - | 3,378 | $13,874,859 | $26,431,460 | $7,825iApproximate average salary by contribution assumption: employee only about $195,615 at 4% or $130,410 at 6%; with 50% employer match about $130,410 at 4% or $86,940 at 6%; with 100% employer match about $97,807 at 4% or $65,205 at 6%. |
| Group Travel Accident Insurance Plan | - | 4,616 | - | - | - |
| TAX-DEFERRED ANNUITY PLAN OF WAKE HEALTH SCIENCES | - | 0 | - | - | - |
| The Short Term Disability Plan for Wfu Health Sciences | - | 1,255 | - | - | - |
| Group Life Accidental Death & Dismemberment Ltd Plan of Wfuhs | - | 3,673 | - | - | - |
| Wake Forest University Health Sciences Flexible Benefits Plan | - | 595 | - | - | - |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 4,746 | - | - | - |
| 2002 | 7 | 4,768 | $11,346,241 | $22,263,608 | $4,669iApproximate average salary by contribution assumption: employee only about $116,735 at 4% or $77,823 at 6%; with 50% employer match about $77,823 at 4% or $51,882 at 6%; with 100% employer match about $58,367 at 4% or $38,912 at 6%. |
| Health and Dental Care Benefit Plan of Wake Forest University Health Sciences | - | 3,341 | $11,346,241 | $22,263,608 | $6,664iApproximate average salary by contribution assumption: employee only about $166,594 at 4% or $111,063 at 6%; with 50% employer match about $111,063 at 4% or $74,042 at 6%; with 100% employer match about $83,297 at 4% or $55,531 at 6%. |
| TAX-DEFERRED ANNUITY PLAN OF WAKE HEALTH SCIENCES | - | 0 | - | - | - |
| Group Travel Accident Insurance Plan | - | 4,592 | - | - | - |
| Wake Forest University Health Sciences Flexible Benefits Plan | - | 457 | - | - | - |
| The Short Term Disability Plan for Wfu Health Sciences | - | 1,227 | - | - | - |
| Group Life Accidental Death & Dismemberment Ltd Plan of Wfuhs | - | 3,613 | - | - | - |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | - | 4,768 | - | - | - |
| 2001 | 3 | 4,823 | $175,765,693 | $14,702,154 | $3,048iApproximate average salary by contribution assumption: employee only about $76,209 at 4% or $50,806 at 6%; with 50% employer match about $50,806 at 4% or $33,870 at 6%; with 100% employer match about $38,104 at 4% or $25,403 at 6%. |