Other · DOL Form 5500 · 2022
Heidelberg University Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 220
- Participants Below avg headcount
Official DOL plan name: Heidelberg University Defined Contribution Retirement Plan · Sponsored by Heidelberg University · Ohio · Educational Services
N/A in assets, 220 participants
Heidelberg University's Heidelberg University Defined Contribution Retirement Plan reported N/A in total assets and 220 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Ohio
Heidelberg University Defined Contribution Retirement Plan covers 220 participants in Ohio, about 29% of the average Ohio filer (state average ~765 per filing). Assets: N/A.
- -$9M
- reported net income
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heidelberg University Defined Contribution 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. Heidelberg University Defined Contribution Retirement Plan sits mid-pack in the medium band (220 participants).
Form 5500 schedule snapshot
Filing strip 344428219 · Heidelberg University PY 2022 · Other
Heidelberg University Defined Contribution Retirement Plan · N/A · 220
- PART N/A
- PART 220
- PART PY 2022
- PART Other
- PART near The Chapin School Retirement and Savings Plan
- PART -$9M
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 →
Ohio filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$9M |
| Employer EIN | 344428219 |
| Plan Effective Date | 1938-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
Heidelberg University Defined Contribution Retirement Plan's closest out-of-state Other peers by headcount
Outside Ohio, the nearest Other by covered participants is The Chapin School Retirement and Savings Plan in NY (220 participants; this filing: 220 participants).
Similar participant headcount
Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.
- The Chapin School Retirement and Savings Plan (NY) 220 · 0 off
- Developmental Services Retirement Plan (TN) 220 · 0 off
- Northfield Mount Hermon Retirement Savings and Investment Plan (MA) 220 · 0 off
- Upac 403b Plan (CA) 220 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.