Other · DOL Form 5500 · 2022

Mount St. Joseph University Retirement Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
362
Participants Below avg headcount
90th
Percentile by assets National rank
$172,699
Avg per participant Above avg balance/head
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Official DOL plan name: Mount St. Joseph University Defined Contribution Plan · Sponsored by Mount St. Joseph University · Ohio · Educational Services

$63M in assets, 362 participants

Mount St. Joseph University's Mount St. Joseph University Defined Contribution Plan reported $63M in total assets and 362 participants in its 2022 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,265 in Educational Services (4,024 peers)

Coverage in Ohio

Mount St. Joseph University Defined Contribution Plan covers 362 participants in Ohio, about 47% of the average Ohio filer (state average ~765 per filing). Assets: $63M.

#3,265
in Educational Services (4,024 peers)
-11.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mount St. Joseph University Defined Contribution Plan's outsized position by total assets

Mount St. Joseph University Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$62,517,162 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Mount St. Joseph University Defined Contribution Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount St. Joseph University Defined Contribution Plan sits mid-pack in the medium band (362 participants).

EBSA filing schedule strip

Filing strip 237179567 · Mount St. Joseph University PY 2022 · Other

Mount St. Joseph University Defined Contribution Plan · $63M · 362 · 90th

  • BOOK $63M
  • BOOK 362
  • BOOK 90th
  • BOOK Other
  • BOOK near California Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III)
  • BOOK ind #3265

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Ohio →

Mount St. Joseph University Defined Contribution Plan in the asset neighbourhood

Mount St. Joseph University Defined Contribution PlanMount St. Joseph University …$63MCalifornia Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III)California Pacific Medical C…$62MUnited States Olympic and Paralympic Committee 403(b) Retirement Investment PlanUnited States Olympic and Pa…$62MJohn Burroughs School Defined Contribution Retirement PlanJohn Burroughs School Define…$62MWilliam Penn Charter School Defined Contribution PlanWilliam Penn Charter School …$62M
End-of-year total assets ($M) among Mount St. Joseph University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$63M
Net Income-$8M
Employer EIN237179567
Plan Effective Date1959-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mount St. Joseph University)

Sponsor-wide plan assets over time

All Mount St. Joseph University plans reported in each filing year

Latest sponsor-wide plan assets
$66M 6.103450441336412% vs 2022
2024 filing year
$62M$64M$66M$68M 202220232024 $62.5M $66.3M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 362 $63M
2023 1 390 $64M
2024 1 341 $66M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Mount St. Joseph University Defined Contribution Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Mount St. Joseph University Defined Contribution Plan, Total assets ($B): 0.062517162 · Participants: 362Mount St. Joseph University Defined Contribution PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Mount St. Joseph University Defined Contribution Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Mount St. Joseph University Defined Contribution Plan side-by-side with 3 peers →

Mount St. Joseph University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is California Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III) in CA ($62M); by covered participants it is Waterford Institute, Inc. Defined Contribution Ret in UT (362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (362 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mount St. Joseph University Defined Contribution Plan assets move in 2022? ▼
Mount St. Joseph University Defined Contribution Plan pulled back noticeably - down 11.7% during 2022, from $71M to $63M. Reported net income was -$8M.
How have Mount St. Joseph University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount St. Joseph University's sponsor-wide assets grew 6.1%, from $63M to $66M.
Where does Mount St. Joseph University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Mount St. Joseph University Defined Contribution Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Mount St. Joseph University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is California Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III) in CA ($62M, 352 participants).
Which Other plans cover a similar participant headcount to Mount St. Joseph University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Waterford Institute, Inc. Defined Contribution Ret in UT (362 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237179567.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.