Other · DOL Form 5500 · 2023

University of Dayton Retirement Plan

Data updated 2026-08-25

$616M
Total assets Above avg plan size
4,308
Participants Above avg headcount
98th
Percentile by assets National rank
$142,922
Avg per participant Near avg balance/head
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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.

  • #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.

#3,623
in Educational Services (3,735 peers)
+13.8%
assets growth YoY
6.2×
vs typical plan assets (national mean)

University of Dayton Tax Deferred Annuity Plan's outsized position by total assets

University of Dayton Tax Deferred Annuity Plan vs every filed plan by assets

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

$615,706,760 Top 2% higher than 98% 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 of Dayton Tax Deferred Annuity 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. University of Dayton Tax Deferred Annuity Plan lands in the large band (4,308 participants).

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 →

DOL schedule card

Filing strip 310536715 · University of Dayton PY 2023 · Other

University of Dayton Tax Deferred Annuity Plan · $616M · 4,308 · 98th

  • PHOTO $616M
  • IND 4,308
  • EOY 98th
  • 5500 Other
  • ASSETS near Ballad Health 403(b) Plan
  • PCT ind #3623

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 of Dayton Tax Deferred Annuity Plan in the asset neighbourhood

St. Charles Health System Retirement PlanSt. Charles Health System Re…$625MFlorida Health Sciences Center 403(b) Savings PlanFlorida Health Sciences Cent…$618MBallad Health 403(b) Plan$616MUniversity of Dayton Tax Deferred Annuity PlanUniversity of Dayton Tax Def…$616MSamaritan Health Services Tax Sheltered Annuity PlSamaritan Health Services Ta…$615M
End-of-year total assets ($M) among University of Dayton Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All University of Dayton plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 24.275166699221497% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B 202220232024 $0.84B $1.05B ▲ +25.0%
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 Scatter plot of 6 data points. -200000200004000060000 02468 Total assets ($B) Participants University of Dayton Tax Deferred Annuity Plan, Total assets ($B): 0.61570676 · Participants: 4308University of Dayton Tax Deferred Annuity 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 of Dayton Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare University of Dayton Tax Deferred Annuity Plan side-by-side with 3 peers →

University of Dayton Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Ballad Health 403(b) Plan in TN ($616M); by covered participants it is Oklahoma Iron Workers Direct Contribution Plan and Trust in TX (4,339 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($616M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,308 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 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).
Which Other plans cover a similar participant headcount to University of Dayton Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Oklahoma Iron Workers Direct Contribution Plan and Trust in TX (4,339 participants, $42M 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 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.