Other · DOL Form 5500 · 2023
Butler University Retirement Plan
Data updated 2026-08-25
- $343M
- Total assets Above avg plan size
- 3,137
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $109,364
- Avg per participant Below avg balance/head
Official DOL plan name: Butler University Retirement Plan · Sponsored by Butler University · Indiana · Educational Services
$343M in assets, 3,137 participants
Butler University's Butler University Retirement Plan reported $343M in total assets and 3,137 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,536 in Educational Services (3,735 peers)
Coverage in Indiana
Butler University Retirement Plan covers 3,137 participants in Indiana, 5.8x the typical Indiana plan (state average ~541 per filing). Assets: $343M.
- #3,536
- in Educational Services (3,735 peers)
- +12.3%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Butler University Retirement Plan's outsized position by total assets
Butler University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$343,073,559 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Butler University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Butler University Retirement Plan lands in the large band (3,137 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Butler University Retirement Plan reported participants rose from 985 in the plan year 2022 filing to 3,137 in the plan year 2023 filing.
- Butler University Retirement Plan reported net income rose from -$51M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Butler University Retirement Plan end-of-year assets rose from $306M in the plan year 2022 filing to $343M in the plan year 2023 filing.
DOL schedule card
Filing strip 350867977 · Butler University PY 2023 · Other
Butler University Retirement Plan · $343M · 3,137 · 96th
- NET $343M
- NET 3,137
- NET 96th
- NET Other
- NET near Bard College/Simons Rock 403(b) Plan
- NET ind #3536
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 →
Butler University Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $306M |
|---|---|
| Net Assets (End of Year) | $343M |
| Net Income | $38M |
| Employer EIN | 350867977 |
| Plan Effective Date | 1971-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Butler University)
Sponsor-wide plan assets over time
All Butler University plans reported in each filing year
- Latest sponsor-wide plan assets
- $373M 22.20845670243947% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 985 | $306M |
| 2023 | 1 | 3,137 | $343M |
| 2024 | 1 | 3,285 | $373M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Depauw University Retirement Plan $234M · 669
Butler University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Bard College/Simons Rock 403(b) Plan in NY ($343M); by covered participants it is Metro Health 403(b) Retirement Savings Plan in MI (3,132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($343M here).
- Bard College/Simons Rock 403(b) Plan (NY) $343M · 1,257
- Genesis Health System Retirement Savings Plan (IA) $345M · 4,651
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff (NH) $345M · 64
- Skidmore 403(b) Retirement Plan (NY) $345M · 830
Similar participant headcount
Nearest other-state filings by covered participants (3,137 participants); asset peers above are excluded.
- Metro Health 403(b) Retirement Savings Plan (MI) 3,132 · 5 off
- Promedica Health System, Inc. 403(b) Plan (OH) 3,147 · 10 off
- Marquette University Retirement Plan (WI) 3,157 · 20 off
- Genesis Healthcare System Tda Thrift Plan (OH) 3,167 · 30 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.