Other · DOL Form 5500 · 2023

John Carroll University Retirement Plan

Data updated 2026-08-11

$194M
Total assets
616
Participants
95th
Percentile by assets
$314,916
Avg per participant
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Official DOL plan name: John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan · Sponsored by John Carroll University · Ohio · Educational Services

$194M in assets, 616 participants

John Carroll University's John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan reported $194M in total assets and 616 participants in its 2023 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 127,072 plans)
  • #3,403 in Educational Services (3,735 peers)

Where John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan sits by assets

John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan sits in the top 5% of all filed plans by assets, $194M for 616 participants (~$314,916/participant), up 7.3% in 2023.

$194M
total plan assets (2023 EOY)
616
covered participants
95th
percentile by assets (of 127,072 plans)
$314,916
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan end-of-year assets rose from $181M in the plan year 2022 filing to $194M in the plan year 2023 filing.
  • John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan reported participants rose from 603 in the plan year 2022 filing to 616 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Educational Services

John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan vs the 2023 asset distribution

By assets, John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$181M
Net Assets (End of Year)$194M
Net Income$13M
Employer EIN340714681
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John Carroll University)

$170M$180M$190M$200M$210M 202220232024 $181M $207M â–˛ +14.3%
Total plan assets by year, all John Carroll University plans on file
Year Plans Participants Total Assets
2022 1 603 $181M
2023 1 616 $194M
2024 1 625 $207M

Nearby Other Plans in Ohio

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

John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants

John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants John Carroll Univers…Cleveland Clinic Sav…Ohiohealth Retiremen…University Hospitals…Faculty and Key Admi…Children's Hospital …
John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare John Carroll University DC Retirement Pl… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan assets move in 2023? ▼
John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan grew at a solid clip - up 7.3% during 2023, from $181M to $194M. Reported net income was $13M.
How have John Carroll University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John Carroll University's sponsor-wide assets grew 14.3%, from $181M to $207M.
Where does John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan rank by assets among Form 5500 filers? ▼
John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Centrastate Healthcare System 403b Retirement Savings Plan in NJ ($194M, 2,211 participants).

Next read for John Carroll University DC Retirement Pl…

Scale reading

Ways to act on John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan's numbers.

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 340714681.

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.