Other · DOL Form 5500 · 2023
Saint Ursula Academy of Cincinnati, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $164,929
- Avg per participant Above avg balance/head
Official DOL plan name: Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan · Sponsored by Saint Ursula Academy of Cincinnati, Inc. · Ohio · Educational Services
$15M in assets, 90 participants
Saint Ursula Academy of Cincinnati, Inc.'s Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan reported $15M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #1,843 in Educational Services (3,735 peers)
Saint Ursula Academy of Cincinnati, Inc. multi-year trail
Saint Ursula Academy of Cincinnati, Inc.'s plans moved +33.1% in assets from 2022 to 2024; this filing shows Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan at $15M / 90 participants.
- #1,843
- in Educational Services (3,735 peers)
- +18.2%
- assets growth YoY
Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan's outsized position by total assets
Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,843,579 Top 33% higher than 67% 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
Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan is a small filing (90 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan reported participants rose from 88 in the plan year 2022 filing to 90 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 311414367 · Saint Ursula Academy of Cincinnati, Inc. PY 2023 · Other
Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan · $15M · 90 · 67th
- PHOTO $15M
- PHOTO 90
- PHOTO 67th
- PHOTO Other
- PHOTO near Canterbury School 403(b) Retirement Plan
- PHOTO ind #1843
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 →
Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan in the asset neighbourhood
Saint Ursula Academy of Cincinnati, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Saint Ursula Academy of Cincinnati, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 33.10953668911799% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $13M |
| 2023 | 1 | 90 | $15M |
| 2024 | 1 | 94 | $17M |
Saint Ursula Academy of Cincinnati, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 311414367 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Canterbury School 403(b) Retirement Plan in FL ($15M); by covered participants it is San Diego Foundation Section 403(b) Plan in CA (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.