Other · DOL Form 5500 · 2023

Malone University Human Resources Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
131
Participants Small participant base
82nd
Percentile by assets National rank
$285,053
Avg per participant High balance/head
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Official DOL plan name: Malone University 403(b) DC Plan · Sponsored by Malone University Human Resources · Ohio · Educational Services

$37M in assets, 131 participants

Malone University Human Resources's Malone University 403(b) DC Plan reported $37M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,548 in Educational Services (3,735 peers)

Coverage in Ohio

Malone University 403(b) DC Plan covers 131 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $37M.

#2,548
in Educational Services (3,735 peers)
+7.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Malone University 403(b) DC Plan's outsized position by total assets

Malone University 403(b) DC Plan vs every filed plan by assets

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

$37,341,926 Top 18% higher than 82% 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

Malone University 403(b) DC 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. Malone University 403(b) DC Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Malone University 403(b) DC Plan reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Malone University 403(b) DC Plan end-of-year assets rose from $35M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Malone University 403(b) DC Plan reported participants fell from 140 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 340737794 · Malone University Human Resources PY 2023 · Other

Malone University 403(b) DC Plan · $37M · 131 · 82nd

  • 5500 $37M
  • 5500 131
  • 5500 82nd
  • 5500 Other
  • 5500 near Oaks Integrated Care, Inc. 403(b) Plan
  • 5500 ind #2548

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 →

Malone University 403(b) DC Plan in the asset neighbourhood

Cherry Health 403(b) Retirement PlanCherry Health 403(b) Retirem…$37MUrban School of San Francisco Defined Contribution Retirement PlanUrban School of San Francisc…$37MMalone University 403(b) DC PlanMalone University 403(b) DC …$37MOaks Integrated Care, Inc. 403(b) PlanOaks Integrated Care, Inc. 4…$37MLake Forest Academy Defined Contribution PlanLake Forest Academy Defined …$37M
End-of-year total assets ($M) among Malone University 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$37M
Net Income$2M
Employer EIN340737794
Plan Effective Date1959-03-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Malone University Human Resources)

Sponsor-wide plan assets over time

All Malone University Human Resources plans reported in each filing year

Latest sponsor-wide plan assets
$39M 12.548264214323087% vs 2022
2024 filing year
$34M$36M$38M$40M 202220232024 $34.9M $39.3M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 140 $35M
2023 1 131 $37M
2024 1 122 $39M

Nearby Other Plans in Ohio

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

Malone University 403(b) DC Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Malone University 403(b) DC Plan, Total assets ($B): 0.037341926 · Participants: 131Malone University 403(b) DC 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
Malone University 403(b) DC Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Malone University 403(b) DC Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest Other by assets is Oaks Integrated Care, Inc. 403(b) Plan in NJ ($37M); by covered participants it is The Avon Company (Puerto Rico) Personal Savings Account Plan in NY (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Malone University 403(b) DC Plan assets move in 2023? ▼
Malone University 403(b) DC Plan grew at a solid clip - up 7.1% during 2023, from $35M to $37M. Reported net income was $2M.
How have Malone University Human Resources plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Malone University Human Resources's sponsor-wide assets grew 12.5%, from $35M to $39M.
Where does Malone University 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Malone University 403(b) DC Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Malone University 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Oaks Integrated Care, Inc. 403(b) Plan in NJ ($37M, 105 participants).
Which Other plans cover a similar participant headcount to Malone University 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is The Avon Company (Puerto Rico) Personal Savings Account Plan in NY (131 participants, N/A 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 340737794.

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.