Other · DOL Form 5500 · 2022

University of Mount Union Retirement Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
407
Participants Below avg headcount
92nd
Percentile by assets National rank
$210,606
Avg per participant Above avg balance/head
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Official DOL plan name: University of Mount Union Defined Contribution Retirement Plan · Sponsored by University of Mount Union · Ohio · Educational Services

$86M in assets, 407 participants

University of Mount Union's University of Mount Union Defined Contribution Retirement Plan reported $86M in total assets and 407 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,431 in Educational Services (4,024 peers)

Where University of Mount Union Defined Contribution Retirement Plan sits by assets

University of Mount Union Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $86M for 407 participants (~$210,606/participant), down 12.2% in 2022.

#3,431
in Educational Services (4,024 peers)
-12.2%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$85,716,686 Top 8% higher than 92% 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 Mount Union Defined Contribution 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. University of Mount Union Defined Contribution Retirement Plan sits mid-pack in the medium band (407 participants).

Published 5500 schedule card

Filing strip 340714687 · University of Mount Union PY 2022 · Other

University of Mount Union Defined Contribution Retirement Plan · $86M · 407 · 92nd

  • EIN $86M
  • EIN 407
  • EIN 92nd
  • EIN Other
  • EIN near Washington College Defined Contribution Retirement Plan
  • EIN ind #3431

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 Mount Union Defined Contribution Retirement Plan in the asset neighbourhood

Art Center College of Design Savings PlanArt Center College of Design…$86MUniversity of Mount Union Defined Contribution Retirement PlanUniversity of Mount Union De…$86MWashington College Defined Contribution Retirement PlanWashington College Defined C…$86MTcs 403(b) Plan$86MHuman Rights Watch, Inc. Retirement Savings PlanHuman Rights Watch, Inc. Ret…$86M
End-of-year total assets ($M) among University of Mount Union Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$86M
Net Income-$12M
Employer EIN340714687
Plan Effective Date1936-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Mount Union)

Sponsor-wide plan assets over time

All University of Mount Union plans reported in each filing year

Latest sponsor-wide plan assets
$103M 20.507297727305975% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $85.7M $103M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 407 $86M
2023 1 404 $96M
2024 1 412 $103M

Nearby Other Plans in Ohio

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

University of Mount Union Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants University of Mount Union Defined Contribution Retirement Plan, Total assets ($B): 0.085716686 · Participants: 407University of Mount Union Defined Contribution Retirement 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 Mount Union Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare University of Mount Union Defined Contribution Retirement Plan side-by-side with 3 peers →

University of Mount Union Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Washington College Defined Contribution Retirement Plan in MD ($86M); by covered participants it is Chicago Horticultural Society 403(b) Retirement Plan in IL (406 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Similar participant headcount

Nearest other-state filings by covered participants (407 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 Mount Union Defined Contribution Retirement Plan assets move in 2022? ▼
University of Mount Union Defined Contribution Retirement Plan pulled back noticeably - down 12.2% during 2022, from $98M to $86M. Reported net income was -$12M.
How have University of Mount Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Mount Union's sponsor-wide assets grew 20.5%, from $86M to $103M.
Where does University of Mount Union Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
University of Mount Union Defined Contribution Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to University of Mount Union Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Washington College Defined Contribution Retirement Plan in MD ($86M, 329 participants).
Which Other plans cover a similar participant headcount to University of Mount Union Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Chicago Horticultural Society 403(b) Retirement Plan in IL (406 participants, $45M 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 340714687.

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.