Other · DOL Form 5500 · 2022
Oberlin College Retirement Plan
Data updated 2026-08-25
- $464M
- Total assets Above avg plan size
- 997
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $465,805
- Avg per participant High balance/head
Official DOL plan name: Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by Oberlin College · Ohio · Educational Services
$464M in assets, 997 participants
Oberlin College's Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan reported $464M in total assets and 997 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #3,893 in Educational Services (4,024 peers)
Where Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan sits by assets
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan sits in the top 5% of all filed plans by assets, $464M for 997 participants (~$465,805/participant), down 13.9% in 2022.
- #3,893
- in Educational Services (4,024 peers)
- -13.9%
- assets change YoY
- 4.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $75M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets
Oberlin College 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
$464,407,381 Top 2% higher than 98% 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
Oberlin College 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. Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (997 participants).
Published 5500 schedule card
Filing strip 340714363 · Oberlin College PY 2022 · Other
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan · $464M · 997 · 98th
- PART $464M
- TYPE 997
- NET 98th
- BOOK Other
- VS-ST near Vassar College 403(b) Retirement Plan
- BOY ind #3893
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 →
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $539M |
|---|---|
| Net Assets (End of Year) | $464M |
| Net Income | -$75M |
| Employer EIN | 340714363 |
| Plan Effective Date | 1923-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oberlin College)
Sponsor-wide plan assets over time
All Oberlin College plans reported in each filing year
- Latest sponsor-wide plan assets
- $529M 13.806850326523987% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 997 | $464M |
| 2023 | 1 | 1,230 | $499M |
| 2024 | 1 | 1,295 | $529M |
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
Oberlin College 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 Vassar College 403(b) Retirement Plan in NY ($464M); by covered participants it is Acmh 403(b) Defined Contribution Plan in PA (998 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($464M here).
- Vassar College 403(b) Retirement Plan (NY) $464M · 1,639
- Inspira Health Network 403(b) Savings Plan (NJ) $466M · 6,971
- Yale University Matching Retirement Plan (CT) $462M · 5,701
- Teachers College, Columbia University DC Retirement Plan (NY) $462M · 1,007
Similar participant headcount
Nearest other-state filings by covered participants (997 participants); asset peers above are excluded.
- Acmh 403(b) Defined Contribution Plan (PA) 998 · 1 off
- Texas Scottish Rite Hospital for Children 401(a) Plan (TX) 998 · 1 off
- Hope College Invest Plan (MI) 999 · 2 off
- The Juilliard School Defined Contribution Retirement Plan (NY) 995 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.