Other · DOL Form 5500 · 2022

Malone University Human Resources Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
140
Participants Small participant base
85th
Percentile by assets National rank
$249,125
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Malone University 403(b) DC Plan · Sponsored by Malone University Human Resources · Ohio · Educational Services

$35M in assets, 140 participants

Malone University Human Resources's Malone University 403(b) DC Plan reported $35M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,870 in Educational Services (4,024 peers)

Coverage in Ohio

Malone University 403(b) DC Plan covers 140 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $35M.

#2,870
in Educational Services (4,024 peers)
-18.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Malone University 403(b) DC Plan's outsized position by total assets

Malone University 403(b) DC Plan vs every filed plan by assets

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

$34,877,549 Top 15% higher than 85% 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

Malone University 403(b) DC 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. Malone University 403(b) DC Plan sits mid-pack in the medium band (140 participants).

Plan-year Form 5500 strip

Filing strip 340737794 · Malone University Human Resources PY 2022 · Other

Malone University 403(b) DC Plan · $35M · 140 · 85th

  • TYPE $35M
  • NET 140
  • BOOK 85th
  • VS-ST Other
  • BOY near Midpen Property Management Corp. 403(b) Plan
  • SCH ind #2870

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 →

Malone University 403(b) DC Plan in the asset neighbourhood

Momentum for Mental Health 403b Retirement PlanMomentum for Mental Health 4…$35MUtimco 403(b) Tax Sheltered Annuity PlanUtimco 403(b) Tax Sheltered …$35MMalone University 403(b) DC PlanMalone University 403(b) DC …$35MMidpen Property Management Corp. 403(b) PlanMidpen Property Management C…$35MThe University of Connecticut Foundation, Inc. Retirement Annuity PlanThe University of Connecticu…$35M
End-of-year total assets ($M) among Malone University 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$35M
Net Income-$8M
Employer EIN340737794
Plan Effective Date1959-03-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Malone University Human Resources)

Sponsor-wide plan assets over time

All Malone University Human Resources plans reported in each filing year

Latest sponsor-wide plan assets
$39M 12.548264214323087% vs 2022
2024 filing year
$34M$36M$38M$40M 202220232024 $34.9M $39.3M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 140 $35M
2023 1 131 $37M
2024 1 122 $39M

Nearby Other Plans in Ohio

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

Malone University 403(b) DC Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Malone University 403(b) DC Plan, Total assets ($B): 0.034877549 · Participants: 140Malone University 403(b) DC 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
Malone University 403(b) DC Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Malone University 403(b) DC Plan side-by-side with 3 peers →

Malone University 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Midpen Property Management Corp. 403(b) Plan in CA ($35M); by covered participants it is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Malone University 403(b) DC Plan assets move in 2022? ▼
Malone University 403(b) DC Plan declined sharply - down 18.5% during 2022, from $43M to $35M. Reported net income was -$8M.
How have Malone University Human Resources plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Malone University Human Resources's sponsor-wide assets grew 12.5%, from $35M to $39M.
Where does Malone University 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Malone University 403(b) DC Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Malone University 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Midpen Property Management Corp. 403(b) Plan in CA ($35M, 503 participants).
Which Other plans cover a similar participant headcount to Malone University 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (140 participants, $100M 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 340737794.

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.