Other · DOL Form 5500 · 2023
Wittenberg University Retirement Plan
Data updated 2026-08-25
- $148M
- Total assets Near avg plan size
- 303
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $488,741
- Avg per participant High balance/head
Official DOL plan name: Wittenberg University Defined Contribution Retirement Plan · Sponsored by Wittenberg University · Ohio · Educational Services
$148M in assets, 303 participants
Wittenberg University's Wittenberg University Defined Contribution Retirement Plan reported $148M in total assets and 303 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,321 in Educational Services (3,735 peers)
Coverage in Ohio
Wittenberg University Defined Contribution Retirement Plan covers 303 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $148M.
- #3,321
- in Educational Services (3,735 peers)
- +6.6%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Wittenberg University Defined Contribution Retirement Plan's outsized position by total assets
Wittenberg University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$148,088,632 Top 7% higher than 93% 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
Wittenberg University Defined Contribution Retirement 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. Wittenberg University Defined Contribution Retirement Plan sits mid-pack in the medium band (303 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wittenberg University Defined Contribution Retirement Plan reported net income rose from -$22M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Wittenberg University Defined Contribution Retirement Plan end-of-year assets rose from $139M in the plan year 2022 filing to $148M in the plan year 2023 filing.
- Wittenberg University Defined Contribution Retirement Plan reported participants rose from 287 in the plan year 2022 filing to 303 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 310537177 · Wittenberg University PY 2023 · Other
Wittenberg University Defined Contribution Retirement Plan · $148M · 303 · 93rd
- EOY $148M
- 5500 303
- ASSETS 93rd
- PCT Other
- EIN near St. Mary's Medical Center 403(b) Plan
- RANK ind #3321
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 →
Wittenberg University Defined Contribution Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $148M |
| Net Income | $9M |
| Employer EIN | 310537177 |
| Plan Effective Date | 1945-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wittenberg University)
Sponsor-wide plan assets over time
All Wittenberg University plans reported in each filing year
- Latest sponsor-wide plan assets
- $152M 9.278647306346047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 287 | $139M |
| 2023 | 1 | 303 | $148M |
| 2024 | 1 | 316 | $152M |
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
Wittenberg University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is St. Mary's Medical Center 403(b) Plan in WV ($148M); by covered participants it is Codman Square Health Center 403(b) Pension Plan in MA (303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($148M here).
- St. Mary's Medical Center 403(b) Plan (WV) $148M · 3,579
- Norc, Inc. Supplemental Retirement Plan (IL) $148M · 2,589
- Ingalls Health System Smart Money Retirement Plan (IL) $148M · 1,852
- Council on Foreign Relations 403(b) Retirement Plan (NY) $148M · 345
Similar participant headcount
Nearest other-state filings by covered participants (303 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.