Willamette University
Plan context: Willamette University Defined Contribution Retirement Plan
EIN 93-0386972 • Salem, OR • 82 filings • 23 plans
Current Snapshot
Latest Year
2025
2025 Participants
585
2025 Assets
$211,941,238
2025 Contributions
$7,880,988
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 585 | $0 | $0 | - |
| Willamette University Consolidated Welfare Benefits Plan | - | 585 | - | - | - |
| 2024 | 2 | 872 | $211,941,238 | $7,880,988 | $9,038iApproximate average salary by contribution assumption: employee only about $225,946 at 4% or $150,631 at 6%; with 50% employer match about $150,631 at 4% or $100,420 at 6%; with 100% employer match about $112,973 at 4% or $75,315 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 872 | $211,941,238 | $7,880,988 | $9,038iApproximate average salary by contribution assumption: employee only about $225,946 at 4% or $150,631 at 6%; with 50% employer match about $150,631 at 4% or $100,420 at 6%; with 100% employer match about $112,973 at 4% or $75,315 at 6%. |
| Willamette University Consolidated Welfare Benefits Plan | - | 487 | - | - | - |
| 2023 | 3 | 806 | $194,758,742 | $8,087,999 | $10,035iApproximate average salary by contribution assumption: employee only about $250,868 at 4% or $167,246 at 6%; with 50% employer match about $167,246 at 4% or $111,497 at 6%; with 100% employer match about $125,434 at 4% or $83,623 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 730 | $194,758,742 | $8,087,999 | $11,079iApproximate average salary by contribution assumption: employee only about $276,986 at 4% or $184,658 at 6%; with 50% employer match about $184,658 at 4% or $123,105 at 6%; with 100% employer match about $138,493 at 4% or $92,329 at 6%. |
| Willamette University Consolidated Welfare Benefits Plan | - | 806 | - | - | - |
| PACIFIC NORTHWEST COLLEGE OF ART RETIREMENT PLAN | - | 0 | - | - | - |
| 2022 | 3 | 888 | $185,220,477 | $7,929,504 | $8,930iApproximate average salary by contribution assumption: employee only about $223,241 at 4% or $148,827 at 6%; with 50% employer match about $148,827 at 4% or $99,218 at 6%; with 100% employer match about $111,620 at 4% or $74,414 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 766 | $176,596,093 | $7,929,504 | $10,352iApproximate average salary by contribution assumption: employee only about $258,796 at 4% or $172,531 at 6%; with 50% employer match about $172,531 at 4% or $115,020 at 6%; with 100% employer match about $129,398 at 4% or $86,265 at 6%. |
| PACIFIC NORTHWEST COLLEGE OF ART RETIREMENT PLAN | - | 0 | $8,624,384 | - | - |
| Willamette University Consolidated Welfare Benefits Plan | - | 888 | - | - | - |
| 2021 | 3 | 765 | $214,986,661 | $6,829,723 | $8,928iApproximate average salary by contribution assumption: employee only about $223,194 at 4% or $148,796 at 6%; with 50% employer match about $148,796 at 4% or $99,197 at 6%; with 100% employer match about $111,597 at 4% or $74,398 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 765 | $206,840,592 | $6,648,475 | $8,691iApproximate average salary by contribution assumption: employee only about $217,270 at 4% or $144,847 at 6%; with 50% employer match about $144,847 at 4% or $96,565 at 6%; with 100% employer match about $108,635 at 4% or $72,423 at 6%. |
| PACIFIC NORTHWEST COLLEGE OF ART RETIREMENT PLAN | - | 0 | $8,146,069 | $181,248 | - |
| Willamette University Consolidated Welfare Benefits Plan | - | 697 | - | - | - |
| 2020 | 3 | 695 | $208,841,200 | $3,066,623 | $4,412iApproximate average salary by contribution assumption: employee only about $110,310 at 4% or $73,540 at 6%; with 50% employer match about $73,540 at 4% or $49,027 at 6%; with 100% employer match about $55,155 at 4% or $36,770 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 695 | $199,035,114 | $2,777,767 | $3,997iApproximate average salary by contribution assumption: employee only about $99,920 at 4% or $66,613 at 6%; with 50% employer match about $66,613 at 4% or $44,409 at 6%; with 100% employer match about $49,960 at 4% or $33,307 at 6%. |
| PACIFIC NORTHWEST COLLEGE OF ART RETIREMENT PLAN | - | 0 | $9,806,086 | $288,856 | - |
| Willamette University Consolidated Welfare Benefits Plan | - | 481 | - | - | - |
| 2019 | 2 | 649 | $180,555,472 | $7,213,162 | $11,114iApproximate average salary by contribution assumption: employee only about $277,857 at 4% or $185,238 at 6%; with 50% employer match about $185,238 at 4% or $123,492 at 6%; with 100% employer match about $138,928 at 4% or $92,619 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 537 | $180,555,472 | $7,213,162 | $13,432iApproximate average salary by contribution assumption: employee only about $335,808 at 4% or $223,872 at 6%; with 50% employer match about $223,872 at 4% or $149,248 at 6%; with 100% employer match about $167,904 at 4% or $111,936 at 6%. |
| Willamette University Consolidated Welfare Benefits Plan | - | 649 | - | - | - |
| 2018 | 2 | 649 | $178,209,013 | $6,963,981 | $10,730iApproximate average salary by contribution assumption: employee only about $268,258 at 4% or $178,839 at 6%; with 50% employer match about $178,839 at 4% or $119,226 at 6%; with 100% employer match about $134,129 at 4% or $89,419 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 563 | $178,209,013 | $6,963,981 | $12,369iApproximate average salary by contribution assumption: employee only about $309,235 at 4% or $206,157 at 6%; with 50% employer match about $206,157 at 4% or $137,438 at 6%; with 100% employer match about $154,618 at 4% or $103,078 at 6%. |
| Willamette University Consolidated Welfare Benefits Plan | - | 649 | - | - | - |
| 2017 | 2 | 717 | $182,356,674 | $6,605,839 | $9,213iApproximate average salary by contribution assumption: employee only about $230,329 at 4% or $153,553 at 6%; with 50% employer match about $153,553 at 4% or $102,368 at 6%; with 100% employer match about $115,165 at 4% or $76,776 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 717 | $182,356,674 | $6,605,839 | $9,213iApproximate average salary by contribution assumption: employee only about $230,329 at 4% or $153,553 at 6%; with 50% employer match about $153,553 at 4% or $102,368 at 6%; with 100% employer match about $115,165 at 4% or $76,776 at 6%. |
| Willamette University Consolidated Welfare Benefits Plan | - | 608 | - | - | - |
| 2016 | 2 | 938 | $170,258,323 | $7,100,721 | $7,570iApproximate average salary by contribution assumption: employee only about $189,252 at 4% or $126,168 at 6%; with 50% employer match about $126,168 at 4% or $84,112 at 6%; with 100% employer match about $94,626 at 4% or $63,084 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 938 | $170,258,323 | $7,100,721 | $7,570iApproximate average salary by contribution assumption: employee only about $189,252 at 4% or $126,168 at 6%; with 50% employer match about $126,168 at 4% or $84,112 at 6%; with 100% employer match about $94,626 at 4% or $63,084 at 6%. |
| Willamette University Consolidated Welfare Benefits Plan | - | 612 | - | - | - |
| 2015 | 2 | 894 | $157,109,171 | $7,377,385 | $8,252iApproximate average salary by contribution assumption: employee only about $206,303 at 4% or $137,535 at 6%; with 50% employer match about $137,535 at 4% or $91,690 at 6%; with 100% employer match about $103,151 at 4% or $68,768 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 894 | $157,109,171 | $7,377,385 | $8,252iApproximate average salary by contribution assumption: employee only about $206,303 at 4% or $137,535 at 6%; with 50% employer match about $137,535 at 4% or $91,690 at 6%; with 100% employer match about $103,151 at 4% or $68,768 at 6%. |
| Willamette University Consolidated Welfare Benefits Plan | - | 689 | - | - | - |
| 2014 | 2 | 659 | $162,071,929 | $6,575,599 | $9,978iApproximate average salary by contribution assumption: employee only about $249,454 at 4% or $166,302 at 6%; with 50% employer match about $166,302 at 4% or $110,868 at 6%; with 100% employer match about $124,727 at 4% or $83,151 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 635 | $162,071,929 | $6,575,599 | $10,355iApproximate average salary by contribution assumption: employee only about $258,882 at 4% or $172,588 at 6%; with 50% employer match about $172,588 at 4% or $115,059 at 6%; with 100% employer match about $129,441 at 4% or $86,294 at 6%. |
| Willamette University Consolidated Welfare Benefits Plan | - | 659 | - | - | - |
| 2013 | 2 | 677 | $155,432,438 | $7,539,692 | $11,137iApproximate average salary by contribution assumption: employee only about $278,423 at 4% or $185,615 at 6%; with 50% employer match about $185,615 at 4% or $123,744 at 6%; with 100% employer match about $139,211 at 4% or $92,808 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 677 | $155,432,438 | $7,539,692 | $11,137iApproximate average salary by contribution assumption: employee only about $278,423 at 4% or $185,615 at 6%; with 50% employer match about $185,615 at 4% or $123,744 at 6%; with 100% employer match about $139,211 at 4% or $92,808 at 6%. |
| Willamette University Consolidated Welfare Benefits Plan | - | 675 | - | - | - |
| 2012 | 2 | 1,260 | $144,529,993 | $7,896,404 | $6,267iApproximate average salary by contribution assumption: employee only about $156,675 at 4% or $104,450 at 6%; with 50% employer match about $104,450 at 4% or $69,633 at 6%; with 100% employer match about $78,337 at 4% or $52,225 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 1,260 | $144,529,993 | $7,896,404 | $6,267iApproximate average salary by contribution assumption: employee only about $156,675 at 4% or $104,450 at 6%; with 50% employer match about $104,450 at 4% or $69,633 at 6%; with 100% employer match about $78,337 at 4% or $52,225 at 6%. |
| Willamette University Consolidated Welfare Benefits Plan | - | 650 | - | - | - |
| 2011 | 2 | 1,160 | $125,865,997 | $7,746,629 | $6,678iApproximate average salary by contribution assumption: employee only about $166,953 at 4% or $111,302 at 6%; with 50% employer match about $111,302 at 4% or $74,201 at 6%; with 100% employer match about $83,477 at 4% or $55,651 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 1,160 | $125,865,997 | $7,746,629 | $6,678iApproximate average salary by contribution assumption: employee only about $166,953 at 4% or $111,302 at 6%; with 50% employer match about $111,302 at 4% or $74,201 at 6%; with 100% employer match about $83,477 at 4% or $55,651 at 6%. |
| Willamette University Consolidated Welfare Benefits Plan | - | 631 | - | - | - |
| 2010 | 3 | 691 | $102,687,016 | $4,281,036 | $6,195iApproximate average salary by contribution assumption: employee only about $154,886 at 4% or $103,257 at 6%; with 50% employer match about $103,257 at 4% or $68,838 at 6%; with 100% employer match about $77,443 at 4% or $51,629 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 691 | $102,687,016 | $4,281,036 | $6,195iApproximate average salary by contribution assumption: employee only about $154,886 at 4% or $103,257 at 6%; with 50% employer match about $103,257 at 4% or $68,838 at 6%; with 100% employer match about $77,443 at 4% or $51,629 at 6%. |
| Willamette University Consolidated Welfare Benefits Plan | - | 635 | - | - | - |
| Willamette University Employee Welfare Benefit Plans | - | 0 | - | - | - |
| 2009 | 6 | 605 | $90,607,420 | $4,449,491 | $7,355iApproximate average salary by contribution assumption: employee only about $183,863 at 4% or $122,576 at 6%; with 50% employer match about $122,576 at 4% or $81,717 at 6%; with 100% employer match about $91,932 at 4% or $61,288 at 6%. |
| Willamette University Defined Contribution Retirement Plan | - | 605 | $90,607,420 | $4,449,491 | $7,355iApproximate average salary by contribution assumption: employee only about $183,863 at 4% or $122,576 at 6%; with 50% employer match about $122,576 at 4% or $81,717 at 6%; with 100% employer match about $91,932 at 4% or $61,288 at 6%. |
| Willamette University Flexible Spending Account Plan | - | 210 | - | - | - |
| Willamette University Employee Welfare Benefit Plans | - | 0 | - | - | - |
| WILLAMETTE UNIVERSITY GROUP LIFE INSURANCE PLAN AND ADD - BASIC AND VOLUNTARY | - | 0 | - | - | - |
| WILLAMETTE UNIVERSITY BUSINESS TRAVEL ACCIDENT POLICY | - | 0 | - | - | - |
| WILLAMETTE UNIVERSITY LONG TERM DISABILITY PLAN | - | 0 | - | - | - |
| 2008 | 6 | 619 | $0 | $0 | - |
| Willamette University Employee Welfare Benefit Plans | - | 245 | - | - | - |
| Willamette University Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Willamette University Flexible Spending Account Plan | - | 225 | - | - | - |
| WIIIAMETTE UNIVERSITY BUSINESS TRAVEL ACCIDENT POLICY | - | 619 | - | - | - |
| WIILAMETTE UNIVERSITY LONG TERM DISABILITY PLAN | - | 545 | - | - | - |
| WILLAMETTE UNIVERSITY GROUP LIFE INSURANCE PLAN AND ADD-BASIC AND VOLUNTARY | - | 619 | - | - | - |
| 2007 | 4 | 586 | $0 | $0 | - |
| Willamette University Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Willamette University Employee Welfare Benefit Plans | - | 0 | - | - | - |
| WILLAMETTE UNIVERSITY LONG TERM DISABILITY | - | 543 | - | - | - |
| WILLAMETTE UNIVERSITY GROUP LIFE INSURANCE PLAN AND ADD- BASIC AND VOLUNTARY | - | 586 | - | - | - |
| 2006 | 4 | 596 | $0 | $0 | - |
| Willamette University Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Willamette University Employee Welfare Benefit Plans | - | 217 | - | - | - |
| WILLAMETTE UNIVERSITY LONG TERM DISABILITY PLAN | - | 545 | - | - | - |
| WILLAMETTE UNIVERSITY GROUP LIFE INSURANCE PLAN AND ADD - BASIC AND VOLUNTARY | - | 596 | - | - | - |
| 2005 | 3 | 516 | $0 | $0 | - |
| Willamette University Employee Welfare Benefit Plans | - | 225 | - | - | - |
| Willamette University Tiaa-Cref Retirement Plan for Faculty and Staff | - | 0 | - | - | - |
| WILLAMETTE UNIVERSITY LONG TERM DISABILITY PLAN | - | 516 | - | - | - |
| 2004 | 4 | 516 | $0 | $0 | - |
| Willamette University Employee Welfare Benefit Plans | - | 233 | - | - | - |
| Willamette University Tiaa-Cref Retirement Plan for Faculty and Staff | - | 0 | - | - | - |
| Willamette University Tiaa-Cref Retirement Plan for Faculty and Staff | - | 0 | - | - | - |
| WILLAMETTE UNIVERSITY LONG TERM DISABILITY PLAN | - | 516 | - | - | - |
| 2003 | 4 | 509 | $0 | $0 | - |
| WILLAMETTE UNIVERSITY TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF-SUPPLEMENTAL | - | 0 | - | - | - |
| Willamette University Tiaa-Cref Retirement Plan for Faculty and Staff | - | 0 | - | - | - |
| WILLAMETTE UNIVERSITY LONG TERM DISABILITY PLAN | - | 509 | - | - | - |
| Willamette University Employee Welfare Benefit Plans | - | 205 | - | - | - |
| 2002 | 4 | 596 | $0 | $0 | - |
| Willamette University Tiaa-Cref Retirement Plan for Faculty and Staff | - | 0 | - | - | - |
| WILLAMETTE UNIVERSITY LONG TERM DISABILITY PLAN | - | 479 | - | - | - |
| WILLAMETTE UNIVERSITY TIAA-GREF RETIREMENT PLAN FOR FACULTY AND STAFF-SUPPLEMENTAL | - | 0 | - | - | - |
| Willamette University Employee Welfare Benefit Plans | - | 596 | - | - | - |
| 2001 | 4 | 579 | $0 | $0 | - |
| WILLAMETTE UNIVERSITY LONG TERM DISABILITY PLAN | - | 515 | - | - | - |
| WILLIAMETTER UNIVERSITY TIAA-CREF R ETIREMENT PLAN FOR FACULTY AND STAF F-SUPPLEMENTAL | - | 0 | - | - | - |
| Willamette University Tiaa-Cref Retirement Plan for Faculty and Staff | - | 0 | - | - | - |
| Willamette University Employee Welfare Benefit Plans | - | 579 | - | - | - |
| 2000 | 4 | 567 | $0 | $0 | - |
| Willamette University Tiaa-Cref Retirement Plan for Faculty and Staff | - | 0 | - | - | - |
| WILLAMETTE UNIVERSITY TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF-SUPPLEMENTAL | - | 0 | - | - | - |
| Willamette University Employee Welfare Benefit Plans | - | 567 | - | - | - |
| WILLAMETTE UNIVERSITY LONG TERM DISABILITY PLAN | - | 418 | - | - | - |
| 1999 | 3 | 557 | $0 | $0 | - |
| Willamette University Tiaa-Cref Retirement Plan for Faculty and Staff | - | 0 | - | - | - |
| Willamette University Tiaa-Cref Retirement Plan for Faculty and Staff | - | 0 | - | - | - |
| Willamette University Employee Welfare Benefit Plans | - | 557 | - | - | - |