Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNIVERSITY OF EVANSVILLE

This Profit Sharing plan holds $173M in total assets and serves 329 participants as of 2022. It is sponsored by UNIVERSITY OF EVANSVILLE in Indiana. The plan reported a net loss of $32M for the year.

Total Assets (2023)
$173M
Participants
329
State
Industry
Educational Services

What the Filing Says About UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN

UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by UNIVERSITY OF EVANSVILLE, headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $173M in total end-of-year assets and covers 329 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 350868074, and the plan has been effective since 1945-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $205M at the beginning of 2022 to $173M at year-end — a decline of 15.8%. Net assets (after liabilities) closed the year at $173M, with reported net income of $-32,448,976 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$205M
Total Assets (End of Year)$173M
Net Assets (End of Year)$173M
Net Income$-32,448,976
Plan TypeProfit Sharing
Employer EIN350868074
Plan Effective Date1945-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNIVERSITY OF EVANSVILLE)

Year Plans Participants Total Assets
2022 1 329 $173M
2023 1 359 $188M
2024 1 1,321 $193M

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Frequently Asked Questions

How much money is in the UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN?
As of the 2022 Form 5500 filing, UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN holds $173M in total assets with 329 participants. It is sponsored by UNIVERSITY OF EVANSVILLE.
What type of plan is UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN?
UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 1945-01-01. The plan is filed with the U.S. Department of Labor under EIN 350868074.
Who sponsors the UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN?
UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN is sponsored by UNIVERSITY OF EVANSVILLE, located in Indiana. The sponsor's EIN is 350868074 and the plan operates in the Educational Services industry.
How did UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN perform in 2022?
UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN declined by 15.8% during 2022, moving from $205M to $173M in total assets. Net income was $-32,448,976.
Where can I find official filings for UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN?
Official Form 5500 filings for UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 350868074 or plan name at efast.dol.gov.
How does UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN compare to other plans?
You can compare UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 350868074.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.