Other · DOL Form 5500 · 2022
Butler University Retirement Plan
Data updated 2026-08-25
- $306M
- Total assets Above avg plan size
- 985
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $310,215
- Avg per participant High balance/head
Official DOL plan name: Butler University Retirement Plan · Sponsored by Butler University · Indiana · Educational Services
$306M in assets, 985 participants
Butler University's Butler University Retirement Plan reported $306M in total assets and 985 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #3,823 in Educational Services (4,024 peers)
Where Butler University Retirement Plan sits by assets
Butler University Retirement Plan sits in the top 5% of all filed plans by assets, $306M for 985 participants (~$310,215/participant), down 14.4% in 2022.
- #3,823
- in Educational Services (4,024 peers)
- -14.4%
- assets change YoY
- 3.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $51M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Butler University Retirement Plan's outsized position by total assets
Butler University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$305,561,372 Top 3% higher than 97% 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
Butler University 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. Butler University Retirement Plan sits mid-pack in the medium band (985 participants).
EBSA filing schedule strip
Filing strip 350867977 · Butler University PY 2022 · Other
Butler University Retirement Plan · $306M · 985 · 97th
- EBSA $306M
- PART 985
- TYPE 97th
- NET Other
- BOOK near Trinity University 403(b) Retirement Plan
- VS-ST ind #3823
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 Indiana →
Butler University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $357M |
|---|---|
| Net Assets (End of Year) | $306M |
| Net Income | -$51M |
| Employer EIN | 350867977 |
| Plan Effective Date | 1971-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Butler University)
Sponsor-wide plan assets over time
All Butler University plans reported in each filing year
- Latest sponsor-wide plan assets
- $373M 22.20845670243947% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 985 | $306M |
| 2023 | 1 | 3,137 | $343M |
| 2024 | 1 | 3,285 | $373M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Beacon Retirement Savings 403(b) Plan $489M · 7,114
- Ici Multiple Employer Plan $409M · 2,630
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $334M · 7,442
- Depauw University Retirement Plan $214M · 682
Butler University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Trinity University 403(b) Retirement Plan in TX ($305M); by covered participants it is Job Options, Inc. 403(b) Plan in CA (985 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($306M here).
- Trinity University 403(b) Retirement Plan (TX) $305M · 831
- University Health System, Inc. 403(b) Plan (TN) $306M · 4,918
- Monmouth University Defined Contribution Retirement Plan (NJ) $307M · 881
- Atlanticare 403(b) Retirement Plan (NJ) $308M · 5,798
Similar participant headcount
Nearest other-state filings by covered participants (985 participants); asset peers above are excluded.
- Job Options, Inc. 403(b) Plan (CA) 985 · 0 off
- Abilene Christian University 403(b) Retirement Plan (TX) 985 · 0 off
- Dickinson College Tax Deferred Annuity Plan (PA) 986 · 1 off
- Gaudenzia 403b Plan (PA) 986 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.