Money Purchase · DOL Form 5500 · 2023
University of Dayton Money Purchase Plan
Data updated 2026-08-25
- $348M
- Total assets Above avg plan size
- 3,080
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $112,846
- Avg per participant Below avg balance/head
Official DOL plan name: University of Dayton Defined Contribution Retirement Plan · Sponsored by University of Dayton · Ohio · Educational Services
$348M in assets, 3,080 participants
University of Dayton's University of Dayton Defined Contribution Retirement Plan reported $348M in total assets and 3,080 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.
- #3,541 in Educational Services (3,735 peers)
Coverage in Ohio
University of Dayton Defined Contribution Retirement Plan covers 3,080 participants in Ohio, 4.0x the typical Ohio plan (state average ~765 per filing). Assets: $348M.
- #3,541
- in Educational Services (3,735 peers)
- +14.6%
- assets growth YoY
- 3.5×
- vs typical plan assets (national mean)
University of Dayton Defined Contribution Retirement Plan's outsized position by total assets
University of Dayton Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$347,565,671 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
University of Dayton 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. University of Dayton Defined Contribution Retirement Plan lands in the large band (3,080 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Dayton Defined Contribution Retirement Plan reported net income rose from -$46M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- University of Dayton Defined Contribution Retirement Plan end-of-year assets rose from $303M in the plan year 2022 filing to $348M in the plan year 2023 filing.
- University of Dayton Defined Contribution Retirement Plan reported participants rose from 2,818 in the plan year 2022 filing to 3,080 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 310536715 · University of Dayton PY 2023 · Money Purchase
University of Dayton Defined Contribution Retirement Plan · $348M · 3,080 · 97th
- EBSA $348M
- EBSA 3,080
- EBSA 97th
- EBSA Money Purchase
- EBSA near Pamcah-Ua Local 675 Annuity Plan
- EBSA ind #3541
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 Defined Contribution Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $303M |
|---|---|
| Net Assets (End of Year) | $348M |
| Net Income | $44M |
| Employer EIN | 310536715 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,787 | $844M |
| 2023 | 2 | 7,388 | $963M |
| 2024 | 2 | 7,529 | $1.0B |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.6B · 47,282
- The Cleveland Clinic Foundation Cash Balance Plan $1.4B · 4,739
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $476M · 6,936
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $473M · 1,004
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $343M · 2,443
University of Dayton Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Pamcah-Ua Local 675 Annuity Plan in HI ($349M); by covered participants it is Plumbers & Pipefitters Local 152 Retirement Annuit in WV (3,075 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($348M here).
- Pamcah-Ua Local 675 Annuity Plan (HI) $349M · 1,444
- West Virginia University Medical Corporation Retirement Plan (WV) $344M · 1,771
- Nas Primary Retirement Plan (DC) $367M · 1,056
- Carrix, Inc. Retirement Plan (WA) $328M · 1,512
Similar participant headcount
Nearest other-state filings by covered participants (3,080 participants); asset peers above are excluded.
- Plumbers & Pipefitters Local 152 Retirement Annuit (WV) 3,075 · 5 off
- Pavers & Road Builders DC Annuity Fund (NY) 3,043 · 37 off
- St. Paul Electrical Construction Workers Supplemental Pension Plan (MN) 3,139 · 59 off
- IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan B (NE) 3,181 · 101 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.