Other · DOL Form 5500 · 2023

Mount St. Joseph University Retirement Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
390
Participants Below avg headcount
88th
Percentile by assets National rank
$164,278
Avg per participant Above avg balance/head
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Official DOL plan name: Mount St. Joseph University Defined Contribution Plan · Sponsored by Mount St. Joseph University · Ohio · Educational Services

$64M in assets, 390 participants

Mount St. Joseph University's Mount St. Joseph University Defined Contribution Plan reported $64M in total assets and 390 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,924 in Educational Services (3,735 peers)

Where Mount St. Joseph University Defined Contribution Plan sits by assets

Mount St. Joseph University Defined Contribution Plan sits in the top quartile of all filed plans by assets, $64M for 390 participants (~$164,278/participant), up 2.5% in 2023.

#2,924
in Educational Services (3,735 peers)
+2.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Mount St. Joseph University Defined Contribution Plan's outsized position by total assets

Mount St. Joseph University Defined Contribution Plan vs every filed plan by assets

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

$64,068,238 Top 12% higher than 88% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

Mount St. Joseph University Defined Contribution 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. Mount St. Joseph University Defined Contribution Plan sits mid-pack in the medium band (390 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mount St. Joseph University Defined Contribution Plan reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mount St. Joseph University Defined Contribution Plan reported participants rose from 362 in the plan year 2022 filing to 390 in the plan year 2023 filing.
  • Mount St. Joseph University Defined Contribution Plan end-of-year assets rose from $63M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237179567 · Mount St. Joseph University PY 2023 · Other

Mount St. Joseph University Defined Contribution Plan · $64M · 390 · 88th

  • EBSA $64M
  • EBSA 390
  • EBSA 88th
  • EBSA Other
  • EBSA near Carnegie Library of Pittsburgh Retirement Savings Plan
  • EBSA ind #2924

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 →

Mount St. Joseph University Defined Contribution Plan in the asset neighbourhood

University of Health Sciences and Pharmacy in St. Louis Defined Contribution PlanUniversity of Health Science…$64MNECA-IBEW Local Union 1701 Pension Benefit Trust FundNECA-IBEW Local Union 1701 P…$64MMount St. Joseph University Defined Contribution PlanMount St. Joseph University …$64MCarnegie Library of Pittsburgh Retirement Savings PlanCarnegie Library of Pittsbur…$64MWestminster School Defined Contribution PlanWestminster School Defined C…$64M
End-of-year total assets ($M) among Mount St. Joseph University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$64M
Net Income$2M
Employer EIN237179567
Plan Effective Date1959-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mount St. Joseph University)

Sponsor-wide plan assets over time

All Mount St. Joseph University plans reported in each filing year

Latest sponsor-wide plan assets
$66M 6.103450441336412% vs 2022
2024 filing year
$62M$64M$66M$68M 202220232024 $62.5M $66.3M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 362 $63M
2023 1 390 $64M
2024 1 341 $66M

Nearby Other Plans in Ohio

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

Mount St. Joseph University Defined Contribution Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Mount St. Joseph University Defined Contribution Plan, Total assets ($B): 0.064068238 · Participants: 390Mount St. Joseph University Defined Contribution PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Mount St. Joseph University Defined Contribution Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Mount St. Joseph University Defined Contribution Plan side-by-side with 3 peers →

Mount St. Joseph University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Carnegie Library of Pittsburgh Retirement Savings Plan in PA ($64M); by covered participants it is Museum of Fine Arts Defined Contribution Retirement Plan in MA (390 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (390 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.

Frequently Asked Questions

How did Mount St. Joseph University Defined Contribution Plan assets move in 2023? ▼
Mount St. Joseph University Defined Contribution Plan edged up modestly - up 2.5% during 2023, from $63M to $64M. Reported net income was $2M.
How have Mount St. Joseph University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount St. Joseph University's sponsor-wide assets grew 6.1%, from $63M to $66M.
Where does Mount St. Joseph University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Mount St. Joseph University Defined Contribution Plan ranks in the 88th 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 Mount St. Joseph University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Carnegie Library of Pittsburgh Retirement Savings Plan in PA ($64M, 304 participants).
Which Other plans cover a similar participant headcount to Mount St. Joseph University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Museum of Fine Arts Defined Contribution Retirement Plan in MA (390 participants, $186M in assets).

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 237179567.

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.