Other · DOL Form 5500 · 2023

Depauw University Retirement Plan

Data updated 2026-08-25

$234M
Total assets Near avg plan size
669
Participants Below avg headcount
95th
Percentile by assets National rank
$350,117
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Depauw University Retirement Plan · Sponsored by Depauw University · Indiana · Educational Services

$234M in assets, 669 participants

Depauw University's Depauw University Retirement Plan reported $234M in total assets and 669 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,454 in Educational Services (3,735 peers)

Where Depauw University Retirement Plan sits by assets

Depauw University Retirement Plan sits in the top 5% of all filed plans by assets, $234M for 669 participants (~$350,117/participant), up 9.3% in 2023.

#3,454
in Educational Services (3,735 peers)
+9.3%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Depauw University Retirement Plan's outsized position by total assets

Depauw University Retirement Plan vs every filed plan by assets

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

$234,228,032 Top 5% higher than 95% 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

Depauw University 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. Depauw University Retirement Plan sits mid-pack in the medium band (669 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Depauw University Retirement Plan reported net income rose from -$39M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Depauw University Retirement Plan end-of-year assets rose from $214M in the plan year 2022 filing to $234M in the plan year 2023 filing.
  • Depauw University Retirement Plan reported participants fell from 682 in the plan year 2022 filing to 669 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 350869045 · Depauw University PY 2023 · Other

Depauw University Retirement Plan · $234M · 669 · 95th

  • PCT $234M
  • PCT 669
  • PCT 95th
  • PCT Other
  • PCT near Claremont Mckenna College Academic Retirement Plan
  • PCT ind #3454

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 Indiana →

Depauw University Retirement Plan in the asset neighbourhood

The J. Paul Getty Trust Employee Investment PlanThe J. Paul Getty Trust Empl…$235MPratt Institute Defined Contribution Retirement PlanPratt Institute Defined Cont…$235MThe Dalton Schools, Inc. Retirement and Savings PlanThe Dalton Schools, Inc. Ret…$235MClaremont Mckenna College Academic Retirement PlanClaremont Mckenna College Ac…$234MDepauw University Retirement PlanDepauw University Retirement…$234M
End-of-year total assets ($M) among Depauw University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$214M
Net Assets (End of Year)$234M
Net Income$20M
Employer EIN350869045
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Depauw University)

Sponsor-wide plan assets over time

All Depauw University plans reported in each filing year

Latest sponsor-wide plan assets
$252M 17.340331149179185% vs 2022
2024 filing year
$200M$220M$240M$260M 202220232024 $214M $252M ▲ +17.3%
Year Plans Participants Total Assets
2022 1 682 $214M
2023 1 669 $234M
2024 1 700 $252M

Nearby Other Plans in Indiana

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

Depauw University Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 2004006008001000 Total assets ($M) Participants Depauw University Retirement Plan, Total assets ($M): 234.228032 · Participants: 669Depauw University Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 787.127482 · Participants: 16096Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 602.754736 · Participants: 7172Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 448.507754 · Participants: 2656Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 391.056673 · Participants: 7567Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 343.073559 · Participants: 3137Butler University Retirement Plan
Depauw University Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Depauw University Retirement Plan side-by-side with 3 peers →

Depauw University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Claremont Mckenna College Academic Retirement Plan in CA ($234M); by covered participants it is Columbia Memorial Hospital 403(b) Tax Deferred Annuity in OR (669 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (669 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 Depauw University Retirement Plan assets move in 2023? ▼
Depauw University Retirement Plan grew at a solid clip - up 9.3% during 2023, from $214M to $234M. Reported net income was $20M.
How have Depauw University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Depauw University's sponsor-wide assets grew 17.3%, from $214M to $252M.
Where does Depauw University Retirement Plan rank by assets among Form 5500 filers? ▼
Depauw University Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Depauw University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Claremont Mckenna College Academic Retirement Plan in CA ($234M, 663 participants).
Which Other plans cover a similar participant headcount to Depauw University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Columbia Memorial Hospital 403(b) Tax Deferred Annuity in OR (669 participants, $45M 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 350869045.

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.