Other · DOL Form 5500 · 2023

Baldwin Wallace University Retirement Plan

Data updated 2026-08-25

$215M
Total assets Near avg plan size
692
Participants Below avg headcount
95th
Percentile by assets National rank
$311,145
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Baldwin Wallace University Defined Contribution and Tax Deferred Savings · Sponsored by Baldwin Wallace University · Ohio · Educational Services

$215M in assets, 692 participants

Baldwin Wallace University's Baldwin Wallace University Defined Contribution and Tax Deferred Savings reported $215M in total assets and 692 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.

  • #3,428 in Educational Services (3,735 peers)

Where Baldwin Wallace University Defined Contribution and Tax Deferred Savings sits by assets

Baldwin Wallace University Defined Contribution and Tax Deferred Savings sits in the top 5% of all filed plans by assets, $215M for 692 participants (~$311,145/participant), up 11.3% in 2023.

#3,428
in Educational Services (3,735 peers)
+11.3%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Baldwin Wallace University Defined Contribution and Tax Deferred Savings's outsized position by total assets

Baldwin Wallace University Defined Contribution and Tax Deferred Savings vs every filed plan by assets

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

$215,312,581 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

Baldwin Wallace University Defined Contribution and Tax Deferred Savings 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. Baldwin Wallace University Defined Contribution and Tax Deferred Savings sits mid-pack in the medium band (692 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baldwin Wallace University Defined Contribution and Tax Deferred Savings reported net income rose from -$31M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Baldwin Wallace University Defined Contribution and Tax Deferred Savings end-of-year assets rose from $193M in the plan year 2022 filing to $215M in the plan year 2023 filing.
  • Baldwin Wallace University Defined Contribution and Tax Deferred Savings reported participants rose from 652 in the plan year 2022 filing to 692 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 340714629 · Baldwin Wallace University PY 2023 · Other

Baldwin Wallace University Defined Contribution and Tax Deferred Savings · $215M · 692 · 95th

  • RANK $215M
  • PHOTO 692
  • IND 95th
  • EOY Other
  • 5500 near Drew University Defined Contribution and Tax Deferred Plan
  • ASSETS ind #3428

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 →

Baldwin Wallace University Defined Contribution and Tax Deferred Savings in the asset neighbourhood

University of Redlands Retirement PlanUniversity of Redlands Retir…$216MDrew University Defined Contribution and Tax Deferred PlanDrew University Defined Cont…$216MBaldwin Wallace University Defined Contribution and Tax Deferred SavingsBaldwin Wallace University D…$215MThe Culinary Institute of America Defined Contribution PlanThe Culinary Institute of Am…$215MOpen Society Institute Retirement PlanOpen Society Institute Retir…$214M
End-of-year total assets ($M) among Baldwin Wallace University Defined Contribution and Tax Deferred Savings and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$215M
Net Income$22M
Employer EIN340714629
Plan Effective Date1937-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baldwin Wallace University)

Sponsor-wide plan assets over time

All Baldwin Wallace University plans reported in each filing year

Latest sponsor-wide plan assets
$230M 18.633084275066942% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $193M $230M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 652 $193M
2023 1 692 $215M
2024 1 712 $230M

Nearby Other Plans in Ohio

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

Baldwin Wallace University Defined Contribution and Tax Deferred Savings vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Baldwin Wallace University Defined Contribution and Tax Deferred Savings, Total assets ($B): 0.215312581 · Participants: 692Baldwin Wallace University Defined Contribution and Tax Deferred SavingsCleveland 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
Baldwin Wallace University Defined Contribution and Tax Deferred Savings vs. nearby Other plans in Ohio, assets vs. participants
Compare Baldwin Wallace University Defined Contribution and Tax Deferred Savings side-by-side with 3 peers →

Baldwin Wallace University Defined Contribution and Tax Deferred Savings's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Drew University Defined Contribution and Tax Deferred Plan in NJ ($216M); by covered participants it is Duncan Regional Hospital 403(b) Plan in OK (692 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (692 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 Baldwin Wallace University Defined Contribution and Tax Deferred Savings assets move in 2023? ▼
Baldwin Wallace University Defined Contribution and Tax Deferred Savings grew at a solid clip - up 11.3% during 2023, from $193M to $215M. Reported net income was $22M.
How have Baldwin Wallace University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baldwin Wallace University's sponsor-wide assets grew 18.6%, from $193M to $230M.
Where does Baldwin Wallace University Defined Contribution and Tax Deferred Savings rank by assets among Form 5500 filers? ▼
Baldwin Wallace University Defined Contribution and Tax Deferred Savings 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 Baldwin Wallace University Defined Contribution and Tax Deferred Savings? ▼
Among Other plans in other states, the closest by assets is Drew University Defined Contribution and Tax Deferred Plan in NJ ($216M, 748 participants).
Which Other plans cover a similar participant headcount to Baldwin Wallace University Defined Contribution and Tax Deferred Savings? ▼
Among Other plans in other states, the closest by covered participants is Duncan Regional Hospital 403(b) Plan in OK (692 participants, $53M 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 340714629.

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.