Other · DOL Form 5500 · 2022

University of Dayton Retirement Plan

Data updated 2026-08-25

$541M
Total assets Above avg plan size
2,969
Participants Above avg headcount
98th
Percentile by assets National rank
$182,226
Avg per participant Above avg balance/head
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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.

  • #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.

#3,910
in Educational Services (4,024 peers)
-12.9%
assets change YoY
5.4×
vs typical plan assets (national mean)

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.

University of Dayton Tax Deferred Annuity Plan's outsized position by total assets

University of Dayton Tax Deferred Annuity Plan vs every filed plan by assets

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

$541,028,859 Top 2% higher than 98% 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 Dayton Tax Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Dayton Tax Deferred Annuity Plan lands in the large band (2,969 participants).

Plan-year Form 5500 strip

Filing strip 310536715 · University of Dayton PY 2022 · Other

University of Dayton Tax Deferred Annuity Plan · $541M · 2,969 · 98th

  • EOY $541M
  • EOY 2,969
  • EOY 98th
  • EOY Other
  • EOY near Kpmg Partner Retirement Savings Plan
  • EOY ind #3910

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 Dayton Tax Deferred Annuity Plan in the asset neighbourhood

Ithaca College 403(b) Retirement PlanIthaca College 403(b) Retire…$548MThe University of Chicago Medical Center Retirement Income Plan for EmployeesThe University of Chicago Me…$546MUniversity of Dayton Tax Deferred Annuity PlanUniversity of Dayton Tax Def…$541MKpmg Partner Retirement Savings PlanKpmg Partner Retirement Savi…$537MMidmichigan Health 403b Savings PlanMidmichigan Health 403b Savi…$531M
End-of-year total assets ($M) among University of Dayton Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$621M
Net Assets (End of Year)$541M
Net Income-$80M
Employer EIN310536715
Plan Effective Date1955-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Dayton)

Sponsor-wide plan assets over time

All University of Dayton plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 24.275166699221497% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B 202220232024 $0.84B $1.05B ▲ +25.0%
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 Scatter plot of 6 data points. -200000200004000060000 02468 Total assets ($B) Participants University of Dayton Tax Deferred Annuity Plan, Total assets ($B): 0.541028859 · Participants: 2969University of Dayton Tax Deferred Annuity 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 Dayton Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare University of Dayton Tax Deferred Annuity Plan side-by-side with 3 peers →

University of Dayton Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Kpmg Partner Retirement Savings Plan in NJ ($537M); by covered participants it is Metro Health 403(b) Retirement Savings Plan in MI (2,972 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,969 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 Dayton Tax Deferred Annuity Plan assets move in 2022? ▼
University of Dayton Tax Deferred Annuity Plan pulled back noticeably - down 12.9% during 2022, from $621M to $541M. Reported net income was -$80M.
How have University of Dayton plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Dayton's sponsor-wide assets grew 24.3%, from $844M to $1.0B.
Where does University of Dayton Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
University of Dayton Tax Deferred Annuity Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of Dayton Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Kpmg Partner Retirement Savings Plan in NJ ($537M, 1,991 participants).
Which Other plans cover a similar participant headcount to University of Dayton Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Metro Health 403(b) Retirement Savings Plan in MI (2,972 participants, $167M 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 310536715.

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.