Other · DOL Form 5500 · 2022
University of Evansville Retirement Plan
Data updated 2026-08-25
- $173M
- Total assets Near avg plan size
- 329
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $524,633
- Avg per participant High balance/head
Official DOL plan name: University of Evansville Defined Contribution Retirement Plan · Sponsored by University of Evansville · Indiana · Educational Services
$173M in assets, 329 participants
University of Evansville's University of Evansville Defined Contribution Retirement Plan reported $173M in total assets and 329 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.
- #3,687 in Educational Services (4,024 peers)
Where University of Evansville Defined Contribution Retirement Plan sits by assets
University of Evansville Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $173M for 329 participants (~$524,633/participant), down 15.8% in 2022.
- #3,687
- in Educational Services (4,024 peers)
- -15.8%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University of Evansville Defined Contribution Retirement Plan's outsized position by total assets
University of Evansville Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$172,604,353 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
University of Evansville Defined Contribution 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. University of Evansville Defined Contribution Retirement Plan sits mid-pack in the medium band (329 participants).
Form 5500 schedule snapshot
Filing strip 350868074 · University of Evansville PY 2022 · Other
University of Evansville Defined Contribution Retirement Plan · $173M · 329 · 95th
- BOOK $173M
- BOOK 329
- BOOK 95th
- BOOK Other
- BOOK near York College of Pennsylvania Defined Contribution Retirement Plan
- BOOK ind #3687
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 →
University of Evansville Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $205M |
|---|---|
| Net Assets (End of Year) | $173M |
| Net Income | -$32M |
| Employer EIN | 350868074 |
| Plan Effective Date | 1945-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Evansville)
Sponsor-wide plan assets over time
All University of Evansville plans reported in each filing year
- Latest sponsor-wide plan assets
- $193M 11.925552074576009% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 329 | $173M |
| 2023 | 1 | 359 | $188M |
| 2024 | 1 | 1,321 | $193M |
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
- Butler University Retirement Plan $306M · 985
University of Evansville Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is York College of Pennsylvania Defined Contribution Retirement Plan in PA ($172M); by covered participants it is Eastern Niagara Hospital 403(b) Retirement Plan in NY (329 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($173M here).
- York College of Pennsylvania Defined Contribution Retirement Plan (PA) $172M · 915
- Adena Health System Tax Deferred Annuity/Matched Savings Plan (OH) $173M · 4,765
- American College of Cardiology DC Retirement Plan (DC) $173M · 412
- Beth Israel Deaconess Hospital - Plymouth 403(b) Retirement Plan (MA) $173M · 1,868
Similar participant headcount
Nearest other-state filings by covered participants (329 participants); asset peers above are excluded.
- Eastern Niagara Hospital 403(b) Retirement Plan (NY) 329 · 0 off
- Chemed Retirement Plan (NJ) 329 · 0 off
- Mount Desert Island Hospital Employee Savings Plan (ME) 329 · 0 off
- Washington College Defined Contribution Retirement Plan (MD) 329 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.