Other · DOL Form 5500 · 2023
John Carroll University Retirement Plan
Data updated 2026-08-25
- $194M
- Total assets Near avg plan size
- 616
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $314,916
- Avg per participant High balance/head
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.
- #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.
- #3,403
- in Educational Services (3,735 peers)
- +7.3%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan's outsized position by total assets
John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$193,988,500 Top 5% higher than 95% 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
John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (616 participants).
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.
Plan-year Form 5500 strip
Filing strip 340714681 · John Carroll University PY 2023 · Other
John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan · $194M · 616 · 95th
- 5500 $194M
- ASSETS 616
- PCT 95th
- EIN Other
- RANK near Centrastate Healthcare System 403b Retirement Savings Plan
- PHOTO ind #3403
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 →
John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $181M |
|---|---|
| Net Assets (End of Year) | $194M |
| Net Income | $13M |
| Employer EIN | 340714681 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (John Carroll University)
Sponsor-wide plan assets over time
All John Carroll University plans reported in each filing year
- Latest sponsor-wide plan assets
- $207M 14.315228058649554% vs 2022
- 2024 filing year
| 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.
- 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
John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Centrastate Healthcare System 403b Retirement Savings Plan in NJ ($194M); by covered participants it is Cornerstone Family Healthcare 403(b) Plan in NY (617 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($194M here).
- Centrastate Healthcare System 403b Retirement Savings Plan (NJ) $194M · 2,211
- Atsu Employee Retirement Plan (MO) $193M · 1,759
- The 403(b) Plan for the Employees of Central Maine Healthcare (ME) $195M · 2,762
- Olathe Health System, Inc. Tsa Retirement Plan (KS) $195M · 2,326
Similar participant headcount
Nearest other-state filings by covered participants (616 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.