Other · DOL Form 5500 · 2022

University of Cincinnati Foundation Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
158
Participants Small participant base
86th
Percentile by assets National rank
$243,082
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: University of Cincinnati Foundation Defined Contribution Retirement Plan · Sponsored by University of Cincinnati Foundation · Ohio · Educational Services

$38M in assets, 158 participants

University of Cincinnati Foundation's University of Cincinnati Foundation Defined Contribution Retirement Plan reported $38M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,958 in Educational Services (4,024 peers)

Coverage in Ohio

University of Cincinnati Foundation Defined Contribution Retirement Plan covers 158 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $38M.

#2,958
in Educational Services (4,024 peers)
-12.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of Cincinnati Foundation Defined Contribution Retirement Plan's outsized position by total assets

University of Cincinnati Foundation Defined Contribution Retirement Plan vs every filed plan by assets

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

$38,406,883 Top 14% higher than 86% 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 of Cincinnati Foundation 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. University of Cincinnati Foundation Defined Contribution Retirement Plan sits mid-pack in the medium band (158 participants).

Form 5500 schedule snapshot

Filing strip 310896555 · University of Cincinnati Foundation PY 2022 · Other

University of Cincinnati Foundation Defined Contribution Retirement Plan · $38M · 158 · 86th

  • TYPE $38M
  • NET 158
  • BOOK 86th
  • VS-ST Other
  • BOY near The Pennington School Defined Contribution Retirement Plan
  • SCH ind #2958

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 of Cincinnati Foundation Defined Contribution Retirement Plan in the asset neighbourhood

Kentucky Country Day School 403(b) DC PlanKentucky Country Day School …$38MUniversity of Cincinnati Foundation Defined Contribution Retirement PlanUniversity of Cincinnati Fou…$38MThe Pennington School Defined Contribution Retirement PlanThe Pennington School Define…$38MPacific Packaging Products 401(k) Profit Sharing PlanPacific Packaging Products 4…$38MMount Desert Island Hospital Employee Savings PlanMount Desert Island Hospital…$38M
End-of-year total assets ($M) among University of Cincinnati Foundation Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$38M
Net Income-$5M
Employer EIN310896555
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Cincinnati Foundation)

Sponsor-wide plan assets over time

All University of Cincinnati Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$52M 36.10195339205215% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.4M $52.3M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 158 $38M
2023 1 158 $46M
2024 1 169 $52M

Nearby Other Plans in Ohio

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

University of Cincinnati Foundation Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants University of Cincinnati Foundation Defined Contribution Retirement Plan, Total assets ($B): 0.038406883 · Participants: 158University of Cincinnati Foundation Defined Contribution 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
University of Cincinnati Foundation Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare University of Cincinnati Foundation Defined Contribution Retirement Plan side-by-side with 3 peers →

University of Cincinnati Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The Pennington School Defined Contribution Retirement Plan in NJ ($38M); by covered participants it is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 of Cincinnati Foundation Defined Contribution Retirement Plan assets move in 2022? ▼
University of Cincinnati Foundation Defined Contribution Retirement Plan pulled back noticeably - down 12.4% during 2022, from $44M to $38M. Reported net income was -$5M.
How have University of Cincinnati Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Cincinnati Foundation's sponsor-wide assets grew 36.1%, from $38M to $52M.
Where does University of Cincinnati Foundation Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
University of Cincinnati Foundation Defined Contribution Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University of Cincinnati Foundation Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Pennington School Defined Contribution Retirement Plan in NJ ($38M, 171 participants).
Which Other plans cover a similar participant headcount to University of Cincinnati Foundation Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (158 participants, $2M 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 310896555.

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.