Other · DOL Form 5500 · 2022
John Carroll University Retirement Plan
Data updated 2026-08-25
- $181M
- Total assets Near avg plan size
- 603
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $299,680
- Avg per participant High balance/head
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.
- #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.
- #3,700
- in Educational Services (4,024 peers)
- -12.3%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
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's outsized position by total assets
John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$180,706,915 Top 5% higher than 95% 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
John Carroll University Defined Contribution and Tax Deferred Annuity Retirement 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. John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (603 participants).
Form 5500 schedule snapshot
Filing strip 340714681 · John Carroll University PY 2022 · Other
John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan · $181M · 603 · 95th
- TYPE $181M
- NET 603
- BOOK 95th
- VS-ST Other
- BOY near Au Medical Center, Inc. 403(b) Retirement Savings Plan
- SCH ind #3700
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 →
John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All John Carroll University plans reported in each filing year
- Latest sponsor-wide plan assets
- $207M 14.315228058649554% vs 2022
- 2024 filing year
| 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.
- 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
John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Au Medical Center, Inc. 403(b) Retirement Savings Plan in GA ($181M); by covered participants it is Clinica Family Health 403(b) Plan in CO (603 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($181M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (603 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.