Other · DOL Form 5500 · 2022
Ohio Wesleyan University Retirement Plan
Data updated 2026-08-25
- $168M
- Total assets Near avg plan size
- 468
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $359,104
- Avg per participant High balance/head
Official DOL plan name: Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan · Sponsored by Ohio Wesleyan University · Ohio · Educational Services
$168M in assets, 468 participants
Ohio Wesleyan University's Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan reported $168M in total assets and 468 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.
- #3,678 in Educational Services (4,024 peers)
Where Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan sits by assets
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan sits in the top 5% of all filed plans by assets, $168M for 468 participants (~$359,104/participant), up 4.4% in 2022.
- #3,678
- in Educational Services (4,024 peers)
- +4.4%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan's outsized position by total assets
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$168,060,494 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
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity 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. Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan sits mid-pack in the medium band (468 participants).
EBSA filing schedule strip
Filing strip 314379585 · Ohio Wesleyan University PY 2022 · Other
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan · $168M · 468 · 95th
- VS-ST $168M
- VS-ST 468
- VS-ST 95th
- VS-ST Other
- VS-ST near Natural Resources Defense Council Tax Deferred Annuity Retirement Plan
- VS-ST ind #3678
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 →
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $161M |
|---|---|
| Net Assets (End of Year) | $168M |
| Net Income | $7M |
| Employer EIN | 314379585 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ohio Wesleyan University)
Sponsor-wide plan assets over time
All Ohio Wesleyan University plans reported in each filing year
- Latest sponsor-wide plan assets
- $194M 15.639339367882615% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 468 | $168M |
| 2023 | 1 | 490 | $183M |
| 2024 | 1 | 519 | $194M |
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
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Natural Resources Defense Council Tax Deferred Annuity Retirement Plan in NY ($168M); by covered participants it is University of the Sciences Retirement Plan in PA (468 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($168M here).
- Natural Resources Defense Council Tax Deferred Annuity Retirement Plan (NY) $168M · 650
- Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan (CA) $168M · 401
- Shepherd Center 403(b) Retirement Savings Plan (GA) $168M · 1,816
- The Driscoll Children's Health 403(b) Retirement Plan (TX) $168M · 2,580
Similar participant headcount
Nearest other-state filings by covered participants (468 participants); asset peers above are excluded.
- University of the Sciences Retirement Plan (PA) 468 · 0 off
- Camarena Health 403(b) Retirement Plan (CA) 469 · 1 off
- Oacac Matching Plan (MO) 469 · 1 off
- Texas Association of School Boards, Inc. Retirement Plan (TX) 467 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.