Other · DOL Form 5500 · 2022
Ohio Wesleyan University Retirement Plan
Data updated 2026-08-11
- $168M
- Total assets
- 468
- Participants
- 95th
- Percentile by assets
- $359,104
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $168M
- total plan assets (2022 EOY)
- 468
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $359,104
- avg assets per participant
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan vs the 2022 asset distribution
By assets, Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).
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)
| 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.
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan's numbers.
- By total assets, Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
- Ohio Wesleyan University's sponsor-wide assets have grown 15.6% since 2022 across 3 plan years on file. More Educational Services plans