Other · DOL Form 5500 · 2023

University School Retirement Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
245
Participants Below avg headcount
89th
Percentile by assets National rank
$290,644
Avg per participant High balance/head
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Official DOL plan name: University School Retirement Savings Plan · Sponsored by University School · Ohio · Educational Services

$71M in assets, 245 participants

University School's University School Retirement Savings Plan reported $71M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,983 in Educational Services (3,735 peers)

Coverage in Ohio

University School Retirement Savings Plan covers 245 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $71M.

#2,983
in Educational Services (3,735 peers)
+11.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

University School Retirement Savings Plan's outsized position by total assets

University School Retirement Savings Plan vs every filed plan by assets

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

$71,207,776 Top 11% higher than 89% 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

University School Retirement Savings 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. University School Retirement Savings Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University School Retirement Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • University School Retirement Savings Plan end-of-year assets rose from $64M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • University School Retirement Savings Plan reported participants rose from 235 in the plan year 2022 filing to 245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340714720 · University School PY 2023 · Other

University School Retirement Savings Plan · $71M · 245 · 89th

  • PART $71M
  • TYPE 245
  • NET 89th
  • BOOK Other
  • VS-ST near Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan
  • BOY ind #2983

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 →

University School Retirement Savings Plan in the asset neighbourhood

Ascension Healthcare Legacy ERISA 403(b) PlanAscension Healthcare Legacy …$71MGeorgian Court University Retirement PlanGeorgian Court University Re…$71MCarnegie Institution of Washington Supplemental Retirement Annuity (Sra) PlanCarnegie Institution of Wash…$71MUniversity School Retirement Savings PlanUniversity School Retirement…$71MChambersburg Hospital Bargaining 403(b) PlanChambersburg Hospital Bargai…$71M
End-of-year total assets ($M) among University School Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$71M
Net Income$7M
Employer EIN340714720
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University School)

Sponsor-wide plan assets over time

All University School plans reported in each filing year

Latest sponsor-wide plan assets
$78M 21.346405362879224% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.1M $77.8M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 235 $64M
2023 1 245 $71M
2024 1 230 $78M

Nearby Other Plans in Ohio

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

University School Retirement Savings Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants University School Retirement Savings Plan, Total assets ($B): 0.071207776 · Participants: 245University School Retirement Savings 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
University School Retirement Savings Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare University School Retirement Savings Plan side-by-side with 3 peers →

University School Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan in DC ($71M); by covered participants it is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 University School Retirement Savings Plan assets move in 2023? ▼
University School Retirement Savings Plan grew at a solid clip - up 11.0% during 2023, from $64M to $71M. Reported net income was $7M.
How have University School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University School's sponsor-wide assets grew 21.3%, from $64M to $78M.
Where does University School Retirement Savings Plan rank by assets among Form 5500 filers? ▼
University School Retirement Savings Plan ranks in the 89th 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 School Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan in DC ($71M, 519 participants).
Which Other plans cover a similar participant headcount to University School Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (245 participants, $3M 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 340714720.

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.