Other · DOL Form 5500 · 2023

University of Mount Union Retirement Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
404
Participants Below avg headcount
91st
Percentile by assets National rank
$236,502
Avg per participant Above avg balance/head
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Official DOL plan name: University of Mount Union Defined Contribution Retirement Plan · Sponsored by University of Mount Union · Ohio · Educational Services

$96M in assets, 404 participants

University of Mount Union's University of Mount Union Defined Contribution Retirement Plan reported $96M in total assets and 404 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,144 in Educational Services (3,735 peers)

Where University of Mount Union Defined Contribution Retirement Plan sits by assets

University of Mount Union Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $96M for 404 participants (~$236,502/participant), up 11.5% in 2023.

#3,144
in Educational Services (3,735 peers)
+11.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

University of Mount Union Defined Contribution Retirement Plan's outsized position by total assets

University of Mount Union Defined Contribution Retirement Plan vs every filed plan by assets

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

$95,546,659 Top 9% higher than 91% 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 Mount Union Defined Contribution 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. University of Mount Union Defined Contribution Retirement Plan sits mid-pack in the medium band (404 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Mount Union Defined Contribution Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • University of Mount Union Defined Contribution Retirement Plan end-of-year assets rose from $86M in the plan year 2022 filing to $96M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340714687 · University of Mount Union PY 2023 · Other

University of Mount Union Defined Contribution Retirement Plan · $96M · 404 · 91st

  • VS-ST $96M
  • VS-ST 404
  • VS-ST 91st
  • VS-ST Other
  • VS-ST near Cbwchc 403(b) Plan
  • VS-ST ind #3144

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 Mount Union Defined Contribution Retirement Plan in the asset neighbourhood

Washington College Defined Contribution Retirement PlanWashington College Defined C…$96MCbwchc 403(b) Plan$96MUniversity of Mount Union Defined Contribution Retirement PlanUniversity of Mount Union De…$96MSheet Metal Workers Local Union No 20 Defined Contribution Pension PlanSheet Metal Workers Local Un…$95MButler Memorial Hospital 403(b) PlanButler Memorial Hospital 403…$95M
End-of-year total assets ($M) among University of Mount Union Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$96M
Net Income$10M
Employer EIN340714687
Plan Effective Date1936-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Mount Union)

Sponsor-wide plan assets over time

All University of Mount Union plans reported in each filing year

Latest sponsor-wide plan assets
$103M 20.507297727305975% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $85.7M $103M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 407 $86M
2023 1 404 $96M
2024 1 412 $103M

Nearby Other Plans in Ohio

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

University of Mount Union Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants University of Mount Union Defined Contribution Retirement Plan, Total assets ($B): 0.095546659 · Participants: 404University of Mount Union Defined Contribution Retirement PlanCleveland 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 Mount Union Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare University of Mount Union Defined Contribution Retirement Plan side-by-side with 3 peers →

University of Mount Union Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Cbwchc 403(b) Plan in NY ($96M); by covered participants it is Kansas City University Retirement Plan in MO (404 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (404 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 Mount Union Defined Contribution Retirement Plan assets move in 2023? ▼
University of Mount Union Defined Contribution Retirement Plan grew at a solid clip - up 11.5% during 2023, from $86M to $96M. Reported net income was $10M.
How have University of Mount Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Mount Union's sponsor-wide assets grew 20.5%, from $86M to $103M.
Where does University of Mount Union Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
University of Mount Union Defined Contribution Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to University of Mount Union Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Cbwchc 403(b) Plan in NY ($96M, 585 participants).
Which Other plans cover a similar participant headcount to University of Mount Union Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Kansas City University Retirement Plan in MO (404 participants, $85M 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 340714687.

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.