Other · DOL Form 5500 · 2022
John Carroll University Retirement Plan
Data updated 2026-08-11
- $181M
- Total assets
- 603
- Participants
- 95th
- Percentile by assets
- $299,680
- Avg per participant
Official DOL plan name: John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by John Carroll University · Ohio · Educational Services
$181M in assets, 603 participants
John Carroll University's John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan reported $181M in total assets and 603 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #3,700 in Educational Services (4,024 peers)
Where John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan sits by assets
John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan sits in the top 5% of all filed plans by assets, $181M for 603 participants (~$299,680/participant), down 12.3% in 2022.
- $181M
- total plan assets (2022 EOY)
- 603
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $299,680
- avg assets per participant
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan vs the 2022 asset distribution
By assets, John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $206M |
|---|---|
| Net Assets (End of Year) | $181M |
| Net Income | -$25M |
| Employer EIN | 340714681 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (John Carroll University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 603 | $181M |
| 2023 | 1 | 616 | $194M |
| 2024 | 1 | 625 | $207M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan by total assets, not by location.
- Au Medical Center, Inc. 403(b) Retirement Savings Plan (GA) $181M · 3,978
- Wheaton College Retirement Plan (MA) $181M · 533
- Northshore University Healthsystem Retirement Contribution Plan (IL) $180M · 6,710
- King's Daughters' Medical Center Matching Contribution Plan (KY) $180M · 4,594
Frequently Asked Questions
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Ways to act on John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan's numbers.
- By total assets, John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
- John Carroll University's sponsor-wide assets have grown 14.3% since 2022 across 3 plan years on file. More Educational Services plans