Other · DOL Form 5500 · 2023

Methodist Theological School in Ohio Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
116
Participants Small participant base
67th
Percentile by assets National rank
$126,678
Avg per participant Near avg balance/head
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Official DOL plan name: Methodist Theological School DC · Sponsored by Methodist Theological School in Ohio · Ohio · Educational Services

$15M in assets, 116 participants

Methodist Theological School in Ohio's Methodist Theological School DC reported $15M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,837 in Educational Services (3,735 peers)

Coverage in Ohio

Methodist Theological School DC covers 116 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $15M.

#1,837
in Educational Services (3,735 peers)
+7.9%
assets growth YoY

Methodist Theological School DC's outsized position by total assets

Methodist Theological School DC vs every filed plan by assets

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

$14,694,635 Top 33% higher than 67% 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

Methodist Theological School DC 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. Methodist Theological School DC sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Methodist Theological School DC reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Methodist Theological School DC reported participants fell from 131 in the plan year 2022 filing to 116 in the plan year 2023 filing.
  • Methodist Theological School DC end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 314421101 · Methodist Theological School in Ohio PY 2023 · Other

Methodist Theological School DC · $15M · 116 · 67th

  • VS-ST $15M
  • VS-ST 116
  • VS-ST 67th
  • VS-ST Other
  • VS-ST near Jva, Inc. Employees' Stock Bonus Plan and Trust
  • VS-ST ind #1837

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 →

Methodist Theological School DC in the asset neighbourhood

403(b) Thrift Plan of Yakima Neighborhood Health Services403(b) Thrift Plan of Yakima…$15MLees-Mcrae College 403(b) Retirement PlanLees-Mcrae College 403(b) Re…$15MMethodist Theological School DCMethodist Theological School…$15MJva, Inc. Employees' Stock Bonus Plan and TrustJva, Inc. Employees' Stock B…$15MHarding Academy Tax Deferred Annuity PlanHarding Academy Tax Deferred…$15M
End-of-year total assets ($M) among Methodist Theological School DC and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN314421101
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Methodist Theological School in Ohio)

Sponsor-wide plan assets over time

All Methodist Theological School in Ohio plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.24400691656733% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.6M $15.7M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 131 $14M
2023 1 116 $15M
2024 1 45 $16M

Nearby Other Plans in Ohio

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

Methodist Theological School DC vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Methodist Theological School DC, Total assets ($B): 0.014694635 · Participants: 116Methodist Theological School DCCleveland 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
Methodist Theological School DC vs. nearby Other plans in Ohio, assets vs. participants
Compare Methodist Theological School DC side-by-side with 3 peers →

Methodist Theological School DC's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Jva, Inc. Employees' Stock Bonus Plan and Trust in CO ($15M); by covered participants it is Educare of Washington, DC 403(b) Plan in DC (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Methodist Theological School DC assets move in 2023? ▼
Methodist Theological School DC grew at a solid clip - up 7.9% during 2023, from $14M to $15M. Reported net income was $1M.
How have Methodist Theological School in Ohio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Methodist Theological School in Ohio's sponsor-wide assets grew 15.2%, from $14M to $16M.
Which Other plans are similar in size to Methodist Theological School DC? ▼
Among Other plans in other states, the closest by assets is Jva, Inc. Employees' Stock Bonus Plan and Trust in CO ($15M, 136 participants).
Which Other plans cover a similar participant headcount to Methodist Theological School DC? ▼
Among Other plans in other states, the closest by covered participants is Educare of Washington, DC 403(b) Plan in DC (116 participants, $2M 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 314421101.

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.