Other · DOL Form 5500 · 2022
Xavier University Retirement Plan
Data updated 2026-08-25
- $349M
- Total assets Above avg plan size
- 1,399
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $249,191
- Avg per participant Above avg balance/head
Official DOL plan name: Xavier University Defined Contribution Retirement Plan · Sponsored by Xavier University · Ohio · Educational Services
$349M in assets, 1,399 participants
Xavier University's Xavier University Defined Contribution Retirement Plan reported $349M in total assets and 1,399 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.
- #3,850 in Educational Services (4,024 peers)
Where Xavier University Defined Contribution Retirement Plan sits by assets
Xavier University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $349M for 1,399 participants (~$249,191/participant), down 12.6% in 2022.
- #3,850
- in Educational Services (4,024 peers)
- -12.6%
- assets change YoY
- 3.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $50M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Xavier University Defined Contribution Retirement Plan's outsized position by total assets
Xavier University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$348,618,203 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Xavier University 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. Xavier University Defined Contribution Retirement Plan lands in the large band (1,399 participants).
Form 5500 schedule snapshot
Filing strip 310537516 · Xavier University PY 2022 · Other
Xavier University Defined Contribution Retirement Plan · $349M · 1,399 · 97th
- PART $349M
- TYPE 1,399
- NET 97th
- BOOK Other
- VS-ST near Fairleigh Dickinson University Defined Contribution Plan
- BOY ind #3850
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 →
Xavier University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $399M |
|---|---|
| Net Assets (End of Year) | $349M |
| Net Income | -$50M |
| Employer EIN | 310537516 |
| Plan Effective Date | 1947-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Xavier University)
Sponsor-wide plan assets over time
All Xavier University plans reported in each filing year
- Latest sponsor-wide plan assets
- $411M 17.792290955042297% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,399 | $349M |
| 2023 | 1 | 1,461 | $389M |
| 2024 | 1 | 1,945 | $411M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Xavier University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Fairleigh Dickinson University Defined Contribution Plan in NJ ($350M); by covered participants it is Masonic Homes of Kentucky, Inc. Retirement Savings Plan in KY (1,399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($349M here).
- Fairleigh Dickinson University Defined Contribution Plan (NJ) $350M · 1,068
- 403(b) Savings Plan for Children's Hospital & Research Center Oakland (CA) $351M · 2,556
- Union College Retirement Plan (NY) $346M · 1,008
- Middlesex Retirement Savings and Investment Plan (CT) $351M · 4,254
Similar participant headcount
Nearest other-state filings by covered participants (1,399 participants); asset peers above are excluded.
- Masonic Homes of Kentucky, Inc. Retirement Savings Plan (KY) 1,399 · 0 off
- Mount Holyoke College Defined Contribution Retirement Plan (MA) 1,399 · 0 off
- Johns Hopkins Home Care Group 403(b) Plan (MD) 1,399 · 0 off
- Easter Seals New Hampshire Section 403(b) Plan (NH) 1,400 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.