Other · DOL Form 5500 · 2022
Baldwin Wallace University Retirement Plan
Data updated 2026-08-25
- $193M
- Total assets Near avg plan size
- 652
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $296,737
- Avg per participant High balance/head
Official DOL plan name: Baldwin Wallace University Defined Contribution and Tax Deferred Savings · Sponsored by Baldwin Wallace University · Ohio · Educational Services
$193M in assets, 652 participants
Baldwin Wallace University's Baldwin Wallace University Defined Contribution and Tax Deferred Savings reported $193M in total assets and 652 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #3,717 in Educational Services (4,024 peers)
Where Baldwin Wallace University Defined Contribution and Tax Deferred Savings sits by assets
Baldwin Wallace University Defined Contribution and Tax Deferred Savings sits in the top 5% of all filed plans by assets, $193M for 652 participants (~$296,737/participant), down 13.9% in 2022.
- #3,717
- in Educational Services (4,024 peers)
- -13.9%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Baldwin Wallace University Defined Contribution and Tax Deferred Savings's outsized position by total assets
Baldwin Wallace University Defined Contribution and Tax Deferred Savings vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$193,472,264 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Baldwin Wallace University Defined Contribution and Tax Deferred Savings 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. Baldwin Wallace University Defined Contribution and Tax Deferred Savings sits mid-pack in the medium band (652 participants).
Plan-year Form 5500 strip
Filing strip 340714629 · Baldwin Wallace University PY 2022 · Other
Baldwin Wallace University Defined Contribution and Tax Deferred Savings · $193M · 652 · 96th
- NET $193M
- BOOK 652
- VS-ST 96th
- BOY Other
- SCH near Emerson College Tax Deferred Annuity Plan
- EBSA ind #3717
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 →
Baldwin Wallace University Defined Contribution and Tax Deferred Savings in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $225M |
|---|---|
| Net Assets (End of Year) | $193M |
| Net Income | -$31M |
| Employer EIN | 340714629 |
| Plan Effective Date | 1937-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baldwin Wallace University)
Sponsor-wide plan assets over time
All Baldwin Wallace University plans reported in each filing year
- Latest sponsor-wide plan assets
- $230M 18.633084275066942% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 652 | $193M |
| 2023 | 1 | 692 | $215M |
| 2024 | 1 | 712 | $230M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
Baldwin Wallace University Defined Contribution and Tax Deferred Savings's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Emerson College Tax Deferred Annuity Plan in MA ($193M); by covered participants it is Calvin University 403(b) Retirement Plan in MI (652 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($193M here).
- Emerson College Tax Deferred Annuity Plan (MA) $193M · 1,889
- Whitman College Retirement Plan (WA) $193M · 536
- Greenwich Hospital Tax Deferred Annuity Retirement Plan (CT) $193M · 2,287
- University Health Physicians 403(b) Retirement Plan (MO) $193M · 281
Similar participant headcount
Nearest other-state filings by covered participants (652 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.