Other · DOL Form 5500 · 2023
Xavier University Retirement Plan
Data updated 2026-08-25
- $389M
- Total assets Above avg plan size
- 1,461
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $266,204
- Avg per participant High balance/head
Official DOL plan name: Xavier University Defined Contribution Retirement Plan · Sponsored by Xavier University · Ohio · Educational Services
$389M in assets, 1,461 participants
Xavier University's Xavier University Defined Contribution Retirement Plan reported $389M in total assets and 1,461 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,556 in Educational Services (3,735 peers)
Where Xavier University Defined Contribution Retirement Plan sits by assets
Xavier University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $389M for 1,461 participants (~$266,204/participant), up 11.6% in 2023.
- #3,556
- in Educational Services (3,735 peers)
- +11.6%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
Xavier University Defined Contribution Retirement Plan's outsized position by total assets
Xavier University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$388,923,962 Top 3% higher than 97% 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
Xavier University Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Xavier University Defined Contribution Retirement Plan lands in the large band (1,461 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Xavier University Defined Contribution Retirement Plan reported net income rose from -$50M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Xavier University Defined Contribution Retirement Plan end-of-year assets rose from $349M in the plan year 2022 filing to $389M in the plan year 2023 filing.
- Xavier University Defined Contribution Retirement Plan reported participants rose from 1,399 in the plan year 2022 filing to 1,461 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 310537516 · Xavier University PY 2023 · Other
Xavier University Defined Contribution Retirement Plan · $389M · 1,461 · 97th
- BOOK $389M
- BOOK 1,461
- BOOK 97th
- BOOK Other
- BOOK near Firsthealth of the Carolinas, Inc. Matching Savings Plan
- BOOK ind #3556
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 →
Xavier University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $349M |
|---|---|
| Net Assets (End of Year) | $389M |
| Net Income | $40M |
| Employer EIN | 310537516 |
| Plan Effective Date | 1947-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Xavier University)
Sponsor-wide plan assets over time
All Xavier University plans reported in each filing year
- Latest sponsor-wide plan assets
- $411M 17.792290955042297% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,399 | $349M |
| 2023 | 1 | 1,461 | $389M |
| 2024 | 1 | 1,945 | $411M |
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
Xavier University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Firsthealth of the Carolinas, Inc. Matching Savings Plan in NC ($389M); by covered participants it is Childserve Employee Retirement Plan in IA (1,460 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($389M here).
- Firsthealth of the Carolinas, Inc. Matching Savings Plan (NC) $389M · 5,520
- Alpha Legacy Company Pension Plan (TN) $389M · 1,113
- North Mississippi Health Services 403(b) Plan (MS) $390M · 7,294
- Community Memorial Health System 403(b) Plan (CA) $390M · 3,307
Similar participant headcount
Nearest other-state filings by covered participants (1,461 participants); asset peers above are excluded.
- Childserve Employee Retirement Plan (IA) 1,460 · 1 off
- Family Healthcare Network 403(b) Plan (CA) 1,462 · 1 off
- Easter Seals New Hampshire Section 403(b) Plan (NH) 1,459 · 2 off
- La Frontera Center, Inc. 403(b) Plan (AZ) 1,464 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.