Wake Forest University retirement plans

Wake Forest University, Winston Salem, NC. EIN 56-0532138. Annual reports 2009–2024.

Wake Forest University has one active retirement plan on file, the Wake Forest University Retirement Plan, with 5,589 participants and $889 million in assets in 2024. TIAA has been its recordkeeper since 2016. No traditional pension plan appears in Wake Forest University's filings since 2009.

Active plans: 1
Participants: 5,589
Plan assets: $889 million
401(k) recordkeeper: TIAA
Plans on file: 1
Industry: Education

The plan

Wake Forest University Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 56-0532138
Participants (2024): 5,589
Net assets (2024): $889 million
Recordkeeper: TIAA2016–2024
Plan administrator: Wake Forest University
1834 Wake Forest Road
Winston Salem, NC 27109
(336) 758-4700As filed for 2024
In effect since: September 1, 1938

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,589	$889 million	TIAA
2023	5,365	$798 million	TIAA
2022	5,264	$687 million	TIAA
2021	5,122	$787 million	TIAA
2020	4,953	$709 million	TIAA
2019	5,129	$621 million	TIAA
2018	5,373	$519 million	TIAA
2017	5,267	$542 million	TIAA
2016	4,347	$467 million	TIAA
2015	4,639	$439 million	not listed
2014	4,952	$427 million	not listed
2013	4,144	$400 million	not listed
2012	3,565	$363 million	not listed
2011	3,526	$330 million	not listed
2010	3,995	$323 million	not listed
2009	3,395	$274 million	not listed

If you had money in one of these plans

Call TIAA (tiaa.org), which runs the Wake Forest University Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((336) 758-4700). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Wake Forest University Retirement Plan

If you had money in one of these plans

What these numbers are

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