Other · DOL Form 5500 · 2022
Capital University Retirement Plan
Data updated 2026-08-25
- $155M
- Total assets Near avg plan size
- 381
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $407,347
- Avg per participant High balance/head
Official DOL plan name: Capital University 403(b) Retirement Plan · Sponsored by Capital University · Ohio · Educational Services
$155M in assets, 381 participants
Capital University's Capital University 403(b) Retirement Plan reported $155M in total assets and 381 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #3,657 in Educational Services (4,024 peers)
Coverage in Ohio
Capital University 403(b) Retirement Plan covers 381 participants in Ohio, about 50% of the average Ohio filer (state average ~765 per filing). Assets: $155M.
- #3,657
- in Educational Services (4,024 peers)
- -15.4%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capital University 403(b) Retirement Plan's outsized position by total assets
Capital University 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$155,199,314 Top 5% higher than 95% 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
Capital University 403(b) 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. Capital University 403(b) Retirement Plan sits mid-pack in the medium band (381 participants).
EBSA filing schedule strip
Filing strip 314379435 · Capital University PY 2022 · Other
Capital University 403(b) Retirement Plan · $155M · 381 · 95th
- SCH $155M
- SCH 381
- SCH 95th
- SCH Other
- SCH near Uva Community Health Retirement Plan
- SCH ind #3657
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 →
Capital University 403(b) Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $183M |
|---|---|
| Net Assets (End of Year) | $155M |
| Net Income | -$28M |
| Employer EIN | 314379435 |
| Plan Effective Date | 1966-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital University)
Sponsor-wide plan assets over time
All Capital University plans reported in each filing year
- Latest sponsor-wide plan assets
- $175M 12.678741608355304% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 381 | $155M |
| 2023 | 1 | 474 | $168M |
| 2024 | 1 | 463 | $175M |
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
Capital University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Uva Community Health Retirement Plan in VA ($155M); by covered participants it is David a. Straz Jr. Center for the Performing Arts Retirement Plan in FL (381 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155M here).
Similar participant headcount
Nearest other-state filings by covered participants (381 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.