Other · DOL Form 5500 · 2022

University School Retirement Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
235
Participants Below avg headcount
90th
Percentile by assets National rank
$272,898
Avg per participant High balance/head
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Official DOL plan name: University School Retirement Savings Plan · Sponsored by University School · Ohio · Educational Services

$64M in assets, 235 participants

University School's University School Retirement Savings Plan reported $64M in total assets and 235 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.

  • #3,271 in Educational Services (4,024 peers)

Coverage in Ohio

University School Retirement Savings Plan covers 235 participants in Ohio, about 31% of the average Ohio filer (state average ~765 per filing). Assets: $64M.

#3,271
in Educational Services (4,024 peers)
-13.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University School Retirement Savings Plan's outsized position by total assets

University School Retirement Savings Plan vs every filed plan by assets

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

$64,130,924 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

University School Retirement Savings 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. University School Retirement Savings Plan sits mid-pack in the medium band (235 participants).

Form 5500 schedule snapshot

Filing strip 340714720 · University School PY 2022 · Other

University School Retirement Savings Plan · $64M · 235 · 90th

  • PCT $64M
  • EIN 235
  • RANK 90th
  • PHOTO Other
  • IND near Iowa Health System Tax Deferred Section 403(b) Plan
  • EOY ind #3271

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 →

University School Retirement Savings Plan in the asset neighbourhood

Simpson College Defined Contribution Retirement PlanSimpson College Defined Cont…$64MWoodberry Forest School Defined Contribution Retirement PlanWoodberry Forest School Defi…$64MUniversity School Retirement Savings PlanUniversity School Retirement…$64MIowa Health System Tax Deferred Section 403(b) PlanIowa Health System Tax Defer…$64MCamc Health System, Inc. Retirement Savings PlanCamc Health System, Inc. Ret…$64M
End-of-year total assets ($M) among University School Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$64M
Net Income-$10M
Employer EIN340714720
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University School)

Sponsor-wide plan assets over time

All University School plans reported in each filing year

Latest sponsor-wide plan assets
$78M 21.346405362879224% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.1M $77.8M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 235 $64M
2023 1 245 $71M
2024 1 230 $78M

Nearby Other Plans in Ohio

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

University School Retirement Savings Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants University School Retirement Savings Plan, Total assets ($B): 0.064130924 · Participants: 235University School Retirement Savings 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
University School Retirement Savings Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare University School Retirement Savings Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest Other by assets is Iowa Health System Tax Deferred Section 403(b) Plan in IA ($64M); by covered participants it is Boston Ballet 403(b) Retirement Plan in MA (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 University School Retirement Savings Plan assets move in 2022? ▼
University School Retirement Savings Plan pulled back noticeably - down 13.1% during 2022, from $74M to $64M. Reported net income was -$10M.
How have University School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University School's sponsor-wide assets grew 21.3%, from $64M to $78M.
Where does University School Retirement Savings Plan rank by assets among Form 5500 filers? ▼
University School Retirement Savings 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 University School Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Iowa Health System Tax Deferred Section 403(b) Plan in IA ($64M, 1,107 participants).
Which Other plans cover a similar participant headcount to University School Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Boston Ballet 403(b) Retirement Plan in MA (235 participants, $12M 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 340714720.

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.