Other
2023 plan-year Other DOL Form 5500

Methodist Theological School DC

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Methodist Theological School in Ohio ยท Ohio ยท Educational Services

What the 2023 filing shows

Methodist Theological School DC holds $15M for 116 participants - about $126,678 per participant, up 7.9% over the 2023 plan year.

$15M
total plan assets (2023 EOY)
116
covered participants
$126,678
avg assets per participant
+7.9%
assets growth YoY
Total Assets (2023)
$15M
Participants
116
State
Industry
Educational Services

What the Filing Says About Methodist Theological School DC

Methodist Theological School DC is a Other retirement plan sponsored by Methodist Theological School in Ohio, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 116 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 314421101, and the plan has been effective since 1960-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2023 to $15M at year-end โ€” a gain of 7.9%. Net assets (after liabilities) closed the year at $15M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (Methodist Theological School in Ohio)

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 โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Methodist Theological School DC?
As of the 2023 Form 5500 filing, Methodist Theological School DC holds $15M in total assets with 116 participants. It is sponsored by Methodist Theological School in Ohio.
What type of plan is Methodist Theological School DC?
Methodist Theological School DC is a Other plan. It has been effective since 1960-01-01. The plan is filed with the U.S. Department of Labor under EIN 314421101.
Who sponsors the Methodist Theological School DC?
Methodist Theological School DC is sponsored by Methodist Theological School in Ohio, located in Ohio. The sponsor's EIN is 314421101 and the plan operates in the Educational Services industry.
How did Methodist Theological School DC perform in 2023?
Methodist Theological School DC grew by 7.9% during 2023, moving from $14M to $15M in total assets. Net income was $1M.
Where can I find official filings for Methodist Theological School DC?
Official Form 5500 filings for Methodist Theological School DC are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 314421101 or plan name at efast.dol.gov.
How does Methodist Theological School DC compare to other plans?
You can compare Methodist Theological School DC against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 314421101.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.