Other · DOL Form 5500 · 2022

Muskingum University Retirement Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
289
Participants Below avg headcount
92nd
Percentile by assets National rank
$315,638
Avg per participant High balance/head
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Official DOL plan name: Muskingum University Defined Contribution and Tax Deferred Annuity Plan · Sponsored by Muskingum University · Ohio · Educational Services

$91M in assets, 289 participants

Muskingum University's Muskingum University Defined Contribution and Tax Deferred Annuity Plan reported $91M in total assets and 289 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.

  • #3,465 in Educational Services (4,024 peers)

Coverage in Ohio

Muskingum University Defined Contribution and Tax Deferred Annuity Plan covers 289 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $91M.

#3,465
in Educational Services (4,024 peers)
-13.4%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Muskingum University Defined Contribution and Tax Deferred Annuity Plan's outsized position by total assets

Muskingum University Defined Contribution and Tax Deferred Annuity Plan vs every filed plan by assets

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

$91,219,296 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

Muskingum University Defined Contribution and Tax Deferred Annuity 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. Muskingum University Defined Contribution and Tax Deferred Annuity Plan sits mid-pack in the medium band (289 participants).

Published 5500 schedule card

Filing strip 314379515 · Muskingum University PY 2022 · Other

Muskingum University Defined Contribution and Tax Deferred Annuity Plan · $91M · 289 · 92nd

  • BOY $91M
  • SCH 289
  • EBSA 92nd
  • PART Other
  • TYPE near Kingman Regional Medical Center Employee Retirement Plan
  • NET ind #3465

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 →

Muskingum University Defined Contribution and Tax Deferred Annuity Plan in the asset neighbourhood

The Legal Services Nyc Tax Deferred Annuity PlanThe Legal Services Nyc Tax D…$92MSoutheasthealth Retirement PlanSoutheasthealth Retirement P…$91MThe University of the Arts Defined Contribution Retirement PlanThe University of the Arts D…$91MKingman Regional Medical Center Employee Retirement PlanKingman Regional Medical Cen…$91MMuskingum University Defined Contribution and Tax Deferred Annuity PlanMuskingum University Defined…$91M
End-of-year total assets ($M) among Muskingum University Defined Contribution and Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$91M
Net Income-$14M
Employer EIN314379515
Plan Effective Date1948-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Muskingum University)

Sponsor-wide plan assets over time

All Muskingum University plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$50M$100M$150M 20222023 $91.2M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 289 $91M
2023 1 300 N/A

Nearby Other Plans in Ohio

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

Muskingum University Defined Contribution and Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Muskingum University Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.091219296 · Participants: 289Muskingum University Defined Contribution and Tax Deferred Annuity 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
Muskingum University Defined Contribution and Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Muskingum University Defined Contribution and Tax Deferred Annuity Plan side-by-side with 3 peers →

Muskingum University Defined Contribution and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Kingman Regional Medical Center Employee Retirement Plan in AZ ($91M); by covered participants it is Eastern Shore Rural Health System, Inc. 403(b) Plan in VA (289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (289 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 Muskingum University Defined Contribution and Tax Deferred Annuity Plan assets move in 2022? ▼
Muskingum University Defined Contribution and Tax Deferred Annuity Plan pulled back noticeably - down 13.4% during 2022, from $105M to $91M. Reported net income was -$14M.
Where does Muskingum University Defined Contribution and Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Muskingum University Defined Contribution and Tax Deferred Annuity 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 Muskingum University Defined Contribution and Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Kingman Regional Medical Center Employee Retirement Plan in AZ ($91M, 1,954 participants).
Which Other plans cover a similar participant headcount to Muskingum University Defined Contribution and Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Eastern Shore Rural Health System, Inc. 403(b) Plan in VA (289 participants, $17M 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 314379515.

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.