Other · DOL Form 5500 · 2023

University of Northwestern Ohio Retirement Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
231
Participants Below avg headcount
80th
Percentile by assets National rank
$138,770
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,455
in Educational Services (3,735 peers)
+10.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

University of Northwestern Ohio 403(b) DC's outsized position 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

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

University of Northwestern Ohio 403(b) DC 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. University of Northwestern Ohio 403(b) DC sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Published 5500 schedule card

Filing strip 341695897 · University of Northwestern Ohio PY 2023 · Other

University of Northwestern Ohio 403(b) DC · $32M · 231 · 80th

  • EIN $32M
  • EIN 231
  • EIN 80th
  • EIN Other
  • EIN near Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan
  • EIN ind #2455

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 →

University of Northwestern Ohio 403(b) DC in the asset neighbourhood

Meadows School Defined Contribution Retirement PlanMeadows School Defined Contr…$32MUniversity of Northwestern Ohio 403(b) DCUniversity of Northwestern O…$32MStoughton Hospital Association Tax Deferred Annuity 403(b) PlanStoughton Hospital Associati…$32MNdi 403(b) Plan$32MNorth Shore Hebrew Academy Defined Contribution Retirement PlanNorth Shore Hebrew Academy D…$32M
End-of-year total assets ($M) among University of Northwestern Ohio 403(b) DC and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN341695897
Plan Effective Date1992-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Northwestern Ohio)

Sponsor-wide plan assets over time

All University of Northwestern Ohio plans reported in each filing year

Latest sponsor-wide plan assets
$379K 98.71010483138771% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $29.4M $0.38M ▼ -98.7%
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 Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants University of Northwestern Ohio 403(b) DC, Total assets ($B): 0.032055967 · Participants: 231University of Northwestern Ohio 403(b) DCCleveland 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
University of Northwestern Ohio 403(b) DC vs. nearby Other plans in Ohio, assets vs. participants
Compare University of Northwestern Ohio 403(b) DC side-by-side with 3 peers →

University of Northwestern Ohio 403(b) DC's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan in WI ($32M); by covered participants it is University of Nebraska Foundation Defined Contribution Retirement Plan in NE (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 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).
Which Other plans cover a similar participant headcount to University of Northwestern Ohio 403(b) DC? ▼
Among Other plans in other states, the closest by covered participants is University of Nebraska Foundation Defined Contribution Retirement Plan in NE (231 participants, $57M 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 341695897.

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.