Other · DOL Form 5500 · 2022
University of Dayton Retirement Plan
Data updated 2026-08-11
- $541M
- Total assets
- 2,969
- Participants
- 98th
- Percentile by assets
- $182,226
- Avg per participant
Official DOL plan name: University of Dayton Tax Deferred Annuity Plan · Sponsored by University of Dayton · Ohio · Educational Services
$541M in assets, 2,969 participants
University of Dayton's University of Dayton Tax Deferred Annuity Plan reported $541M in total assets and 2,969 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #3,910 in Educational Services (4,024 peers)
Coverage in Ohio
University of Dayton Tax Deferred Annuity Plan covers 2,969 participants in Ohio, 3.9x the typical Ohio plan (state average ~765 per filing). Assets: $541M.
- $541M
- total plan assets (2022 EOY)
- 2,969
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $182,226
- avg assets per participant
The plan reported a net loss of $80M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. University of Dayton Tax Deferred Annuity Plan reports 2,969 participants - 3.9x that state average ($541M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $621M |
|---|---|
| Net Assets (End of Year) | $541M |
| Net Income | -$80M |
| Employer EIN | 310536715 |
| Plan Effective Date | 1955-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Dayton)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,787 | $844M |
| 2023 | 2 | 7,388 | $963M |
| 2024 | 2 | 7,529 | $1.0B |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
University of Dayton Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to University of Dayton Tax Deferred Annuity Plan by total assets, not by location.
- Kpmg Partner Retirement Savings Plan (NJ) $537M · 1,991
- The University of Chicago Medical Center Retirement Income Plan for Employees (IL) $546M · 5,988
- Ithaca College 403(b) Retirement Plan (NY) $548M · 1,308
- Midmichigan Health 403b Savings Plan (MI) $531M · 6,091
Frequently Asked Questions
How did University of Dayton Tax Deferred Annuity Plan assets move in 2022? ▼
How have University of Dayton plan assets changed over time? ▼
Where does University of Dayton Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to University of Dayton Tax Deferred Annuity Plan? ▼
Next read for University of Dayton Tax Deferred Annuit…
Filing takeaways
Ways to act on University of Dayton Tax Deferred Annuity Plan's numbers.
- By total assets, University of Dayton Tax Deferred Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
- University of Dayton's sponsor-wide assets have grown 24.3% since 2022 across 3 plan years on file. More Educational Services plans