Other · DOL Form 5500 · 2022

Capital University Retirement Plan

Data updated 2026-08-11

$155M
Total assets
381
Participants
95th
Percentile by assets
$407,347
Avg per participant
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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.

  • 95th percentile by assets (of 139,126 plans)
  • #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.

$155M
total plan assets (2022 EOY)
381
covered participants
95th
percentile by assets (of 139,126 plans)
$407,347
avg assets per participant

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.

State

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Capital University 403(b) Retirement Plan reports 381 participants - about 50% of that state average ($155M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$183M
Net Assets (End of Year)$155M
Net Income-$28M
Employer EIN314379435
Plan Effective Date1966-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital University)

$150M$160M$170M$180M 202220232024 $155M $175M ▲ +12.7%
Total plan assets by year, all Capital University plans on file
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.

Capital University 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants

Capital University 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Capital University 4…Cleveland Clinic Sav…Ohiohealth Retiremen…Faculty and Key Admi…University Hospitals…Children's Hospital …
Capital University 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Capital University 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Capital University 403(b) Retirement Plan assets move in 2022?
Capital University 403(b) Retirement Plan declined sharply - down 15.4% during 2022, from $183M to $155M. Reported net income was -$28M.
How have Capital University plan assets changed over time?
Across 3 plan years on file (2022-2024), Capital University's sponsor-wide assets grew 12.7%, from $155M to $175M.
Where does Capital University 403(b) Retirement Plan rank by assets among Form 5500 filers?
Capital University 403(b) Retirement Plan ranks in the 95th 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 Capital University 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Uva Community Health Retirement Plan in VA ($155M, 1,882 participants).

Next read for Capital University 403(b) Retirement Pla…

Filing takeaways

Ways to act on Capital University 403(b) Retirement Plan's numbers.