Money Purchase · DOL Form 5500 · 2022

University of Dayton Money Purchase Plan

Data updated 2026-08-25

$303M
Total assets Above avg plan size
2,818
Participants Above avg headcount
97th
Percentile by assets National rank
$107,630
Avg per participant Below avg balance/head
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Official DOL plan name: University of Dayton Defined Contribution Retirement Plan · Sponsored by University of Dayton · Ohio · Educational Services

$303M in assets, 2,818 participants

University of Dayton's University of Dayton Defined Contribution Retirement Plan reported $303M in total assets and 2,818 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,821 in Educational Services (4,024 peers)

Coverage in Ohio

University of Dayton Defined Contribution Retirement Plan covers 2,818 participants in Ohio, 3.7x the typical Ohio plan (state average ~765 per filing). Assets: $303M.

#3,821
in Educational Services (4,024 peers)
-13.1%
assets change YoY
3.0×
vs typical plan assets (national mean)

The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$303,300,519 Top 3% higher than 97% 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 Defined Contribution Retirement 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 Defined Contribution Retirement Plan lands in the large band (2,818 participants).

EBSA filing schedule strip

Filing strip 310536715 · University of Dayton PY 2022 · Money Purchase

University of Dayton Defined Contribution Retirement Plan · $303M · 2,818 · 97th

  • NET $303M
  • NET 2,818
  • NET 97th
  • NET Money Purchase
  • NET near Carrix, Inc. Retirement Plan
  • NET ind #3821

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 Defined Contribution Retirement Plan in the asset neighbourhood

University of Dayton Defined Contribution Retirement PlanUniversity of Dayton Defined…$303MCarrix, Inc. Retirement Plan$303MSmart Local 265 Supplemental Retirement Savings PlanSmart Local 265 Supplemental…$302MPamcah-Ua Local 675 Annuity PlanPamcah-Ua Local 675 Annuity …$302MWest Virginia University Medical Corporation Retirement PlanWest Virginia University Med…$288M
End-of-year total assets ($M) among University of Dayton Defined Contribution Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$349M
Net Assets (End of Year)$303M
Net Income-$46M
Employer EIN310536715
Plan Effective Date1988-07-01
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 Money Purchase Plans in Ohio

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

University of Dayton Defined Contribution Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants University of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.303300519 · Participants: 2818University of Dayton Defined Contribution Retirement PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.324447859 · Participants: 44824The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.178697499 · Participants: 4506The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.441036559 · Participants: 6972Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.415384132 · Participants: 1076Baker & Hostetler LLP Basic/Step-Rate Retirement PlanNorthwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan, Total assets ($B): 0.295836274 · Participants: 2517Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan
University of Dayton Defined Contribution Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare University of Dayton Defined Contribution Retirement Plan side-by-side with 3 peers →

University of Dayton Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Carrix, Inc. Retirement Plan in WA ($303M); by covered participants it is Mid-Atlantic States District Council Participating Locals Annuity Fund in VA (2,809 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($303M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,818 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 Defined Contribution Retirement Plan assets move in 2022? ▼
University of Dayton Defined Contribution Retirement Plan pulled back noticeably - down 13.1% during 2022, from $349M to $303M. Reported net income was -$46M.
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 Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
University of Dayton Defined Contribution Retirement Plan ranks in the 97th 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 Money Purchase plans are similar in size to University of Dayton Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Carrix, Inc. Retirement Plan in WA ($303M, 1,464 participants).
Which Money Purchase plans cover a similar participant headcount to University of Dayton Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mid-Atlantic States District Council Participating Locals Annuity Fund in VA (2,809 participants, $108M 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.