Other · DOL Form 5500 · 2023

Capital University Retirement Plan

Data updated 2026-08-25

$168M
Total assets Near avg plan size
474
Participants Below avg headcount
94th
Percentile by assets National rank
$353,679
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capital University 403(b) Retirement Plan · Sponsored by Capital University · Ohio · Educational Services

$168M in assets, 474 participants

Capital University's Capital University 403(b) Retirement Plan reported $168M in total assets and 474 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,361 in Educational Services (3,735 peers)

Where Capital University 403(b) Retirement Plan sits by assets

Capital University 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $168M for 474 participants (~$353,679/participant), up 8.0% in 2023.

#3,361
in Educational Services (3,735 peers)
+8.0%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Capital University 403(b) Retirement Plan's outsized position by total assets

Capital University 403(b) Retirement Plan vs every filed plan by assets

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

$167,643,813 Top 6% higher than 94% 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

Capital University 403(b) 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. Capital University 403(b) Retirement Plan sits mid-pack in the medium band (474 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital University 403(b) Retirement Plan reported net income rose from -$28M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Capital University 403(b) Retirement Plan reported participants rose from 381 in the plan year 2022 filing to 474 in the plan year 2023 filing.
  • Capital University 403(b) Retirement Plan end-of-year assets rose from $155M in the plan year 2022 filing to $168M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 314379435 · Capital University PY 2023 · Other

Capital University 403(b) Retirement Plan · $168M · 474 · 94th

  • NET $168M
  • NET 474
  • NET 94th
  • NET Other
  • NET near Westminster Schools Defined Contribution Retirement Plan
  • NET ind #3361

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 →

Capital University 403(b) Retirement Plan in the asset neighbourhood

Gettysburg College Defined Contribution Retirement PlanGettysburg College Defined C…$169MCenter for Creative Leadership Retirement Savings PlanCenter for Creative Leadersh…$168MCapital University 403(b) Retirement PlanCapital University 403(b) Re…$168MWestminster Schools Defined Contribution Retirement PlanWestminster Schools Defined …$168MThe Hotchkiss School 403(b) Retirement PlanThe Hotchkiss School 403(b) …$167M
End-of-year total assets ($M) among Capital University 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$168M
Net Income$12M
Employer EIN314379435
Plan Effective Date1966-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital University)

Sponsor-wide plan assets over time

All Capital University plans reported in each filing year

Latest sponsor-wide plan assets
$175M 12.678741608355304% vs 2022
2024 filing year
$150M$160M$170M$180M 202220232024 $155M $175M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 381 $155M
2023 1 474 $168M
2024 1 463 $175M

Nearby Other Plans in Ohio

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

Capital University 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Capital University 403(b) Retirement Plan, Total assets ($B): 0.167643813 · Participants: 474Capital University 403(b) Retirement 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
Capital University 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Capital University 403(b) Retirement Plan side-by-side with 3 peers →

Capital University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Westminster Schools Defined Contribution Retirement Plan in GA ($168M); by covered participants it is John Knox Village Savings Plan in FL (474 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (474 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 Capital University 403(b) Retirement Plan assets move in 2023? ▼
Capital University 403(b) Retirement Plan grew at a solid clip - up 8.0% during 2023, from $155M to $168M. Reported net income was $12M.
How have Capital University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital University's sponsor-wide assets grew 12.7%, from $155M to $175M.
Where does Capital University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Capital University 403(b) Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Capital University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Westminster Schools Defined Contribution Retirement Plan in GA ($168M, 469 participants).
Which Other plans cover a similar participant headcount to Capital University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is John Knox Village Savings Plan in FL (474 participants, $9M 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 314379435.

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.