Other · DOL Form 5500 · 2022

University of Northwestern Ohio Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
471
Participants Below avg headcount
82nd
Percentile by assets National rank
$61,726
Avg per participant Low balance/head
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Official DOL plan name: University of Northwestern Ohio 403(b) DC · Sponsored by University of Northwestern Ohio · Ohio · Educational Services

$29M in assets, 471 participants

University of Northwestern Ohio's University of Northwestern Ohio 403(b) DC reported $29M in total assets and 471 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,746 in Educational Services (4,024 peers)

Where University of Northwestern Ohio 403(b) DC sits by assets

University of Northwestern Ohio 403(b) DC sits in the top quartile of all filed plans by assets, $29M for 471 participants (~$61,726/participant), down 16.8% in 2022.

#2,746
in Educational Services (4,024 peers)
-16.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of Northwestern Ohio 403(b) DC's outsized position by total assets

University of Northwestern Ohio 403(b) DC vs every filed plan by assets

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

$29,072,880 Top 18% higher than 82% 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 Northwestern Ohio 403(b) DC 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 Northwestern Ohio 403(b) DC sits mid-pack in the medium band (471 participants).

Published 5500 schedule card

Filing strip 341695897 · University of Northwestern Ohio PY 2022 · Other

University of Northwestern Ohio 403(b) DC · $29M · 471 · 82nd

  • EBSA $29M
  • EBSA 471
  • EBSA 82nd
  • EBSA Other
  • EBSA near Lawrence Academy Retirement Plan
  • EBSA ind #2746

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 Northwestern Ohio 403(b) DC in the asset neighbourhood

Childserve Employee Retirement PlanChildserve Employee Retireme…$29MLawrence Academy Retirement PlanLawrence Academy Retirement …$29MThe Hurley Clinic 403(b) Retirement PlanThe Hurley Clinic 403(b) Ret…$29MUniversity of Northwestern Ohio 403(b) DCUniversity of Northwestern O…$29MThe Viscardi Center, Inc. Defined Contribution PlanThe Viscardi Center, Inc. De…$29M
End-of-year total assets ($M) among University of Northwestern Ohio 403(b) DC and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$29M
Net Income-$6M
Employer EIN341695897
Plan Effective Date1992-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Northwestern Ohio)

Sponsor-wide plan assets over time

All University of Northwestern Ohio plans reported in each filing year

Latest sponsor-wide plan assets
$379K 98.71010483138771% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $29.4M $0.38M ▼ -98.7%
Year Plans Participants Total Assets
2022 2 480 $29M
2023 2 239 $32M
2024 2 222 $379K

Nearby Other Plans in Ohio

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

University of Northwestern Ohio 403(b) DC vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants University of Northwestern Ohio 403(b) DC, Total assets ($B): 0.02907288 · Participants: 471University of Northwestern Ohio 403(b) DCCleveland 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 Northwestern Ohio 403(b) DC vs. nearby Other plans in Ohio, assets vs. participants
Compare University of Northwestern Ohio 403(b) DC side-by-side with 3 peers →

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

Outside Ohio, the nearest Other by assets is Lawrence Academy Retirement Plan in MA ($29M); by covered participants it is The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees in NY (471 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (471 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 Northwestern Ohio 403(b) DC assets move in 2022? ▼
University of Northwestern Ohio 403(b) DC declined sharply - down 16.8% during 2022, from $35M to $29M. Reported net income was -$6M.
How have University of Northwestern Ohio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Northwestern Ohio's sponsor-wide assets declined 98.7%, from $29M to $379K.
Where does University of Northwestern Ohio 403(b) DC rank by assets among Form 5500 filers? ▼
University of Northwestern Ohio 403(b) DC ranks in the 82nd 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 University of Northwestern Ohio 403(b) DC? ▼
Among Other plans in other states, the closest by assets is Lawrence Academy Retirement Plan in MA ($29M, 123 participants).
Which Other plans cover a similar participant headcount to University of Northwestern Ohio 403(b) DC? ▼
Among Other plans in other states, the closest by covered participants is The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees in NY (471 participants, $73M 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 341695897.

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.