Other · DOL Form 5500 · 2023

University of Northwestern Ohio Retirement Plan

Data updated 2026-08-11

$32M
Total assets: 231
Participants: 80th
Percentile by assets: $138,770
Avg per participant

Official DOL plan name: University of Northwestern Ohio 403(b) DC · Sponsored by University of Northwestern Ohio · Ohio · Educational Services

$32M in assets, 231 participants

University of Northwestern Ohio's University of Northwestern Ohio 403(b) DC reported $32M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

80th percentile by assets (of 127,072 plans)
#2,455 in Educational Services (3,735 peers)

Coverage in Ohio

University of Northwestern Ohio 403(b) DC covers 231 participants in Ohio, about 30% of the average Ohio filer (state average ~765 per filing). Assets: $32M.

$32M
total plan assets (2023 EOY): 231
covered participants: 80th
percentile by assets (of 127,072 plans): $138,770
avg assets per participant

Where University of Northwestern Ohio 403(b) DC sits by total assets

University of Northwestern Ohio 403(b) DC vs every filed plan by assets

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

$32,055,967 Top 20% higher than 80% 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

University of Northwestern Ohio 403(b) DC reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
University of Northwestern Ohio 403(b) DC reported participants fell from 471 in the plan year 2022 filing to 231 in the plan year 2023 filing.
University of Northwestern Ohio 403(b) DC end-of-year assets rose from $29M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Ohio

Industry

Educational Services

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. University of Northwestern Ohio 403(b) DC reports 231 participants - about 30% of that state average ($32M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$29M
Net Assets (End of Year)	$32M
Net Income	$3M
Employer EIN	341695897
Plan Effective Date	1992-02-28
Filing Status	FILING RECEIVED

Sponsor Plan History (University of Northwestern Ohio)

Total plan assets by year, all University of Northwestern Ohio plans on file

Year	Plans	Participants	Total Assets
2022	2	480	$29M
2023	2	239	$32M
2024	2	222	$379K

Nearby Other Plans in Ohio

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

University of Northwestern Ohio 403(b) DC vs. nearby Other plans in Ohio, assets vs. participants

Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941

Compare University of Northwestern Ohio 403(b) D… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to University of Northwestern Ohio 403(b) DC by total assets, not by location.

Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan (WI) $32M · 364
Ndi 403(b) Plan (DC) $32M · 372
Meadows School Defined Contribution Retirement Plan (NV) $32M · 170
North Shore Hebrew Academy Defined Contribution Retirement Plan (NY) $32M · 190

Frequently Asked Questions

How did University of Northwestern Ohio 403(b) DC assets move in 2023? ▼

University of Northwestern Ohio 403(b) DC grew at a solid clip - up 10.3% during 2023, from $29M to $32M. Reported net income was $3M.

How have University of Northwestern Ohio plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), University of Northwestern Ohio's sponsor-wide assets declined 98.7%, from $29M to $379K.

Where does University of Northwestern Ohio 403(b) DC rank by assets among Form 5500 filers? ▼

University of Northwestern Ohio 403(b) DC ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to University of Northwestern Ohio 403(b) DC? ▼

Among Other plans in other states, the closest by assets is Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan in WI ($32M, 364 participants).

Next read for University of Northwestern Ohio 403(b) D…

Filing takeaways

Ways to act on University of Northwestern Ohio 403(b) DC's numbers.

By total assets, University of Northwestern Ohio 403(b) DC ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
University of Northwestern Ohio's sponsor-wide assets have declined 98.7% since 2022 across 3 plan years on file. More Educational Services plans

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 341695897.