Other · DOL Form 5500 · 2022

Union Institute & University Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
273
Participants Below avg headcount
71st
Percentile by assets National rank
$49,793
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Union Institute & University Retirement Plan · Sponsored by Union Institute & University · Ohio · Educational Services

$14M in assets, 273 participants

Union Institute & University's Union Institute & University Retirement Plan reported $14M in total assets and 273 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,134 in Educational Services (4,024 peers)

Coverage in Ohio

Union Institute & University Retirement Plan covers 273 participants in Ohio, about 36% of the average Ohio filer (state average ~765 per filing). Assets: $14M.

#2,134
in Educational Services (4,024 peers)
-17.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union Institute & University Retirement Plan's outsized position by total assets

Union Institute & University Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,593,457 Top 29% higher than 71% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Union Institute & 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. Union Institute & University Retirement Plan sits mid-pack in the medium band (273 participants).

EBSA filing schedule strip

Filing strip 310747997 · Union Institute & University PY 2022 · Other

Union Institute & University Retirement Plan · $14M · 273 · 71st

  • 5500 $14M
  • 5500 273
  • 5500 71st
  • 5500 Other
  • 5500 near Gateways Community Services 403(b) Plan
  • 5500 ind #2134

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 →

Union Institute & University Retirement Plan in the asset neighbourhood

Nami 403(b) Plan$14MUnion Institute & University Retirement PlanUnion Institute & University…$14MGateways Community Services 403(b) PlanGateways Community Services …$14MPreferred Behavioral Health of Nj 403(b) PlanPreferred Behavioral Health …$14MThe American Musical and Dramatic Academy 403(b) PlanThe American Musical and Dra…$14M
End-of-year total assets ($M) among Union Institute & University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN310747997
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Institute & University)

Sponsor-wide plan assets over time

All Union Institute & University plans reported in each filing year

Latest sponsor-wide plan assets
$14M 1.0823810308150459% vs 2022
2023 filing year
$13.6M$13.6M$13.7M$13.7M$13.8M$13.8M 20222023 $13.6M $13.7M ▲ +1.1%
Year Plans Participants Total Assets
2022 1 273 $14M
2023 1 241 $14M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Union Institute & University Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Union Institute & University Retirement Plan, Total assets ($B): 0.013593457 · Participants: 273Union Institute & University Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Union Institute & University Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Union Institute & University Retirement Plan side-by-side with 3 peers →

Union Institute & University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Gateways Community Services 403(b) Plan in NH ($14M); by covered participants it is The Winston Preparatory School 403(b) DC Plan in NY (273 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (273 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.

Frequently Asked Questions

How did Union Institute & University Retirement Plan assets move in 2022? ▼
Union Institute & University Retirement Plan declined sharply - down 17.3% during 2022, from $16M to $14M. Reported net income was -$3M.
How have Union Institute & University plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Union Institute & University's sponsor-wide assets grew 1.1%, from $14M to $14M.
Which Other plans are similar in size to Union Institute & University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Gateways Community Services 403(b) Plan in NH ($14M, 649 participants).
Which Other plans cover a similar participant headcount to Union Institute & University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Winston Preparatory School 403(b) DC Plan in NY (273 participants, $28M in assets).

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 310747997.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.