Other · DOL Form 5500 · 2022

Saint Ursula Academy of Cincinnati, Inc. Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
88
Participants Small participant base
69th
Percentile by assets National rank
$142,735
Avg per participant Near avg balance/head
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Official DOL plan name: Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan · Sponsored by Saint Ursula Academy of Cincinnati, Inc. · Ohio · Educational Services

$13M in assets, 88 participants

Saint Ursula Academy of Cincinnati, Inc.'s Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan reported $13M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #2,070 in Educational Services (4,024 peers)

Saint Ursula Academy of Cincinnati, Inc. multi-year trail

Saint Ursula Academy of Cincinnati, Inc.'s plans moved +33.1% in assets from 2022 to 2024; this filing shows Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan at $13M / 88 participants.

#2,070
in Educational Services (4,024 peers)
-16.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan's outsized position by total assets

Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$12,560,659 Top 31% higher than 69% 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

Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan is a small filing (88 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 311414367 · Saint Ursula Academy of Cincinnati, Inc. PY 2022 · Other

Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan · $13M · 88 · 69th

  • BOOK $13M
  • BOOK 88
  • BOOK 69th
  • BOOK Other
  • BOOK near 403(b) Thrift Plan of Yakima Neighborhood Health Services
  • BOOK ind #2070

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 →

Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan in the asset neighbourhood

Tilton School DC Retirement PlanTilton School DC Retirement …$13MCoastline Eap 403(b) Retirement PlanCoastline Eap 403(b) Retirem…$13MThe Episcopal School DC Retirement PlanThe Episcopal School DC Reti…$13MSaint Ursula Academy of Cincinnati, Inc. 403(b) Retirement PlanSaint Ursula Academy of Cinc…$13M403(b) Thrift Plan of Yakima Neighborhood Health Services403(b) Thrift Plan of Yakima…$13M
End-of-year total assets ($M) among Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Saint Ursula Academy of Cincinnati, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Saint Ursula Academy of Cincinnati, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 33.10953668911799% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.6M $16.7M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 88 $13M
2023 1 90 $15M
2024 1 94 $17M

Saint Ursula Academy of Cincinnati, Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN311414367
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan, Total assets ($B): 0.012560659 · Participants: 88Saint Ursula Academy of Cincinnati, Inc. 403(b) 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
Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is 403(b) Thrift Plan of Yakima Neighborhood Health Services in WA ($13M); by covered participants it is Oregon Coast Aquarium Retirement Plan in OR (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan assets move in 2022? ▼
Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan declined sharply - down 16.4% during 2022, from $15M to $13M. Reported net income was -$2M.
How have Saint Ursula Academy of Cincinnati, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Ursula Academy of Cincinnati, Inc.'s sponsor-wide assets grew 33.1%, from $13M to $17M.
Which Other plans are similar in size to Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Yakima Neighborhood Health Services in WA ($13M, 345 participants).
Which Other plans cover a similar participant headcount to Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Oregon Coast Aquarium Retirement Plan in OR (88 participants, $3M 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 311414367.

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.