Other · DOL Form 5500 · 2023

University of Cincinnati Foundation Retirement Plan

Data updated 2026-08-11

$46M
Total assets: 158
Participants: 85th
Percentile by assets: $291,080
Avg per participant

Official DOL plan name: University of Cincinnati Foundation Defined Contribution Retirement Plan · Sponsored by University of Cincinnati Foundation · Ohio · Educational Services

$46M in assets, 158 participants

University of Cincinnati Foundation's University of Cincinnati Foundation Defined Contribution Retirement Plan reported $46M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

85th percentile by assets (of 127,072 plans)
#2,722 in Educational Services (3,735 peers)

Coverage in Ohio

University of Cincinnati Foundation Defined Contribution Retirement Plan covers 158 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $46M.

$46M
total plan assets (2023 EOY): 158
covered participants: 85th
percentile by assets (of 127,072 plans): $291,080
avg assets per participant

Where University of Cincinnati Foundation Defined Contribution Retirement Plan sits by total assets

University of Cincinnati Foundation Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$45,990,620 Top 15% higher than 85% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

University of Cincinnati Foundation Defined Contribution Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
University of Cincinnati Foundation Defined Contribution Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $46M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Ohio

Industry

Educational Services

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. University of Cincinnati Foundation Defined Contribution Retirement Plan reports 158 participants - about 21% of that state average ($46M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$38M
Net Assets (End of Year)	$46M
Net Income	$8M
Employer EIN	310896555
Plan Effective Date	1977-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (University of Cincinnati Foundation)

Total plan assets by year, all University of Cincinnati Foundation plans on file

Year	Plans	Participants	Total Assets
2022	1	158	$38M
2023	1	158	$46M
2024	1	169	$52M

Nearby Other Plans in Ohio

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

University of Cincinnati Foundation Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants

Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941

Compare University of Cincinnati Foundation Defi… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to University of Cincinnati Foundation Defined Contribution Retirement Plan by total assets, not by location.

Bryn Mawr School Retirement Plan for Faculty Members and Administrative Staff (MD) $46M · 241
Upper Iowa University 403(b) Retirement Plan (IA) $46M · 473
Notre Dame De Namur University DC Retirement Plan (CA) $46M · 221
Russell Sage Foundation DC Retirement Plan (NY) $46M · 34

Frequently Asked Questions

How did University of Cincinnati Foundation Defined Contribution Retirement Plan assets move in 2023? ▼

University of Cincinnati Foundation Defined Contribution Retirement Plan grew sharply - up 19.7% during 2023, from $38M to $46M. Reported net income was $8M.

How have University of Cincinnati Foundation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), University of Cincinnati Foundation's sponsor-wide assets grew 36.1%, from $38M to $52M.

Where does University of Cincinnati Foundation Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

University of Cincinnati Foundation Defined Contribution Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to University of Cincinnati Foundation Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Bryn Mawr School Retirement Plan for Faculty Members and Administrative Staff in MD ($46M, 241 participants).

Next read for University of Cincinnati Foundation Defi…

Filing takeaways

Ways to act on University of Cincinnati Foundation Defined Contribution Retirement Plan's numbers.

By total assets, University of Cincinnati Foundation Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
University of Cincinnati Foundation's sponsor-wide assets have grown 36.1% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 310896555.