Other · DOL Form 5500 · 2023

University of Dayton Retirement Plan

Data updated 2026-08-11

$616M
Total assets
4,308
Participants
98th
Percentile by assets
$142,922
Avg per participant
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Official DOL plan name: University of Dayton Tax Deferred Annuity Plan · Sponsored by University of Dayton · Ohio · Educational Services

$616M in assets, 4,308 participants

University of Dayton's University of Dayton Tax Deferred Annuity Plan reported $616M in total assets and 4,308 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 127,072 plans)
  • #3,623 in Educational Services (3,735 peers)

Coverage in Ohio

University of Dayton Tax Deferred Annuity Plan covers 4,308 participants in Ohio, 5.6x the typical Ohio plan (state average ~765 per filing). Assets: $616M.

$616M
total plan assets (2023 EOY)
4,308
covered participants
98th
percentile by assets (of 127,072 plans)
$142,922
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Dayton Tax Deferred Annuity Plan reported net income rose from -$80M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • University of Dayton Tax Deferred Annuity Plan reported participants rose from 2,969 in the plan year 2022 filing to 4,308 in the plan year 2023 filing.
  • University of Dayton Tax Deferred Annuity Plan end-of-year assets rose from $541M in the plan year 2022 filing to $616M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Educational Services

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. University of Dayton Tax Deferred Annuity Plan reports 4,308 participants - 5.6x that state average ($616M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$541M
Net Assets (End of Year)$616M
Net Income$75M
Employer EIN310536715
Plan Effective Date1955-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Dayton)

$0.8B$0.9B$1B$1.1B 202220232024 $0.84B $1.05B â–˛ +25.0%
Total plan assets by year, all University of Dayton plans on file
Year Plans Participants Total Assets
2022 2 5,787 $844M
2023 2 7,388 $963M
2024 2 7,529 $1.0B

Nearby Other Plans in Ohio

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

University of Dayton Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants

University of Dayton Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 02468 Total assets ($B) Participants University of Dayton…Cleveland Clinic Sav…Ohiohealth Retiremen…University Hospitals…Faculty and Key Admi…Children's Hospital …
University of Dayton Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare University of Dayton Tax Deferred Annuit… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to University of Dayton Tax Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did University of Dayton Tax Deferred Annuity Plan assets move in 2023? ▼
University of Dayton Tax Deferred Annuity Plan grew at a solid clip - up 13.8% during 2023, from $541M to $616M. Reported net income was $75M.
How have University of Dayton plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Dayton's sponsor-wide assets grew 24.3%, from $844M to $1.0B.
Where does University of Dayton Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
University of Dayton Tax Deferred Annuity Plan ranks in the 98th 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 University of Dayton Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Ballad Health 403(b) Plan in TN ($616M, 11,769 participants).

Next read for University of Dayton Tax Deferred Annuit…

Filing takeaways

Ways to act on University of Dayton Tax Deferred Annuity 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 310536715.

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.