Other · DOL Form 5500 · 2022

The Miami Valley School Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
107
Participants Small participant base
76th
Percentile by assets National rank
$175,225
Avg per participant Above avg balance/head
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Official DOL plan name: Miami Valley School DC Retirement Plan · Sponsored by The Miami Valley School · Ohio · Educational Services

$19M in assets, 107 participants

The Miami Valley School's Miami Valley School DC Retirement Plan reported $19M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,393 in Educational Services (4,024 peers)

Coverage in Ohio

Miami Valley School DC Retirement Plan covers 107 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#2,393
in Educational Services (4,024 peers)
-2.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $476K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Miami Valley School DC Retirement Plan's outsized position by total assets

Miami Valley School DC Retirement Plan vs every filed plan by assets

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

$18,749,106 Top 24% higher than 76% 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

Miami Valley School DC 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. Miami Valley School DC Retirement Plan sits mid-pack in the medium band (107 participants).

Plan-year Form 5500 strip

Filing strip 310591154 · The Miami Valley School PY 2022 · Other

Miami Valley School DC Retirement Plan · $19M · 107 · 76th

  • 5500 $19M
  • ASSETS 107
  • PCT 76th
  • EIN Other
  • RANK near The New England Center for Children, Inc. Tax Deferred Annuity Plan
  • PHOTO ind #2393

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 →

Miami Valley School DC Retirement Plan in the asset neighbourhood

The Brandeis School of San Francisco Retirement PlanThe Brandeis School of San F…$19MThe New England Center for Children, Inc. Tax Deferred Annuity PlanThe New England Center for C…$19MLos Angeles Lgbt Center 403(b) ERISA PlanLos Angeles Lgbt Center 403(…$19MMiami Valley School DC Retirement PlanMiami Valley School DC Retir…$19MRussell Hospital 403(b) Plan$19M
End-of-year total assets ($M) among Miami Valley School DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income-$476K
Employer EIN310591154
Plan Effective Date1969-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The Miami Valley School)

Sponsor-wide plan assets over time

All The Miami Valley School plans reported in each filing year

Latest sponsor-wide plan assets
$20M 7.748961470482913% vs 2022
2024 filing year
$18.5M$19M$19.5M$20M$20.5M 202220232024 $18.8M $20.2M ▲ +7.7%
Year Plans Participants Total Assets
2022 1 107 $19M
2023 1 180 $20M
2024 1 97 $20M

Nearby Other Plans in Ohio

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

Miami Valley School DC Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Miami Valley School DC Retirement Plan, Total assets ($B): 0.018749106 · Participants: 107Miami Valley School DC 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
Miami Valley School DC Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Miami Valley School DC Retirement Plan side-by-side with 3 peers →

Miami Valley School DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The New England Center for Children, Inc. Tax Deferred Annuity Plan in MA ($19M); by covered participants it is Educare of Washington, DC 403(b) Plan in DC (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Miami Valley School DC Retirement Plan assets move in 2022? ▼
Miami Valley School DC Retirement Plan edged down modestly - down 2.5% during 2022, from $19M to $19M. Reported net income was -$476K.
How have The Miami Valley School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Miami Valley School's sponsor-wide assets grew 7.7%, from $19M to $20M.
Where does Miami Valley School DC Retirement Plan rank by assets among Form 5500 filers? ▼
Miami Valley School DC Retirement Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Miami Valley School DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The New England Center for Children, Inc. Tax Deferred Annuity Plan in MA ($19M, 465 participants).
Which Other plans cover a similar participant headcount to Miami Valley School DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Educare of Washington, DC 403(b) Plan in DC (107 participants, $2M 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 310591154.

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.