Other · DOL Form 5500 · 2022

Denison University Retirement Plan

Data updated 2026-08-25

$252M
Total assets Near avg plan size
976
Participants Near avg headcount
96th
Percentile by assets National rank
$258,592
Avg per participant Above avg balance/head
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Official DOL plan name: Denison University Retirement Plan · Sponsored by Denison University · Ohio · Educational Services

$252M in assets, 976 participants

Denison University's Denison University Retirement Plan reported $252M in total assets and 976 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,782 in Educational Services (4,024 peers)

Where Denison University Retirement Plan sits by assets

Denison University Retirement Plan sits in the top 5% of all filed plans by assets, $252M for 976 participants (~$258,592/participant), down 13.4% in 2022.

#3,782
in Educational Services (4,024 peers)
-13.4%
assets change YoY
2.5×
vs typical plan assets (national mean)

The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Denison University Retirement Plan's outsized position by total assets

Denison University Retirement Plan vs every filed plan by assets

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

$252,386,226 Top 4% higher than 96% 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

Denison University Retirement 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. Denison University Retirement Plan sits mid-pack in the medium band (976 participants).

Published 5500 schedule card

Filing strip 314379459 · Denison University PY 2022 · Other

Denison University Retirement Plan · $252M · 976 · 96th

  • RANK $252M
  • RANK 976
  • RANK 96th
  • RANK Other
  • RANK near Bon Secours Charity Health System Tax Sheltered Annuity Plan
  • RANK ind #3782

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 →

Denison University Retirement Plan in the asset neighbourhood

Champlain Valley Physicians Hospital 403(b) Retirement Savings PlanChamplain Valley Physicians …$254MMaryland Electrical Industry Severance & Annuity FMaryland Electrical Industry…$254MDenison University Retirement PlanDenison University Retiremen…$252MBon Secours Charity Health System Tax Sheltered Annuity PlanBon Secours Charity Health S…$252MMedical Faculty Associates 403(b) PlanMedical Faculty Associates 4…$250M
End-of-year total assets ($M) among Denison University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$291M
Net Assets (End of Year)$252M
Net Income-$39M
Employer EIN314379459
Plan Effective Date1955-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Denison University)

Sponsor-wide plan assets over time

All Denison University plans reported in each filing year

Latest sponsor-wide plan assets
$310M 22.97290502691696% vs 2022
2024 filing year
$240M$260M$280M$300M$320M 202220232024 $252M $310M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 976 $252M
2023 1 1,052 $287M
2024 1 1,126 $310M

Nearby Other Plans in Ohio

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

Denison University Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Denison University Retirement Plan, Total assets ($B): 0.252386226 · Participants: 976Denison University Retirement 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
Denison University Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants

Denison University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Bon Secours Charity Health System Tax Sheltered Annuity Plan in NY ($252M); by covered participants it is Presbyterian Seniorcare Retirement Savings Plan in PA (976 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (976 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 Denison University Retirement Plan assets move in 2022?
Denison University Retirement Plan pulled back noticeably - down 13.4% during 2022, from $291M to $252M. Reported net income was -$39M.
How have Denison University plan assets changed over time?
Across 3 plan years on file (2022-2024), Denison University's sponsor-wide assets grew 23.0%, from $252M to $310M.
Where does Denison University Retirement Plan rank by assets among Form 5500 filers?
Denison University Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Denison University Retirement Plan?
Among Other plans in other states, the closest by assets is Bon Secours Charity Health System Tax Sheltered Annuity Plan in NY ($252M, 2,966 participants).
Which Other plans cover a similar participant headcount to Denison University Retirement Plan?
Among Other plans in other states, the closest by covered participants is Presbyterian Seniorcare Retirement Savings Plan in PA (976 participants, $13M in assets).