Other · DOL Form 5500 · 2023

Ottawa University Retirement Plan

Data updated 2026-08-11

$39M
Total assets
496
Participants
83rd
Percentile by assets
$77,692
Avg per participant
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Official DOL plan name: Ottawa University DC Plan · Sponsored by Ottawa University · Kansas · Educational Services

$39M in assets, 496 participants

Ottawa University's Ottawa University DC Plan reported $39M in total assets and 496 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 127,072 plans)
  • #2,575 in Educational Services (3,735 peers)

Where Ottawa University DC Plan sits by assets

Ottawa University DC Plan sits in the top quartile of all filed plans by assets, $39M for 496 participants (~$77,692/participant), up 10.1% in 2023.

$39M
total plan assets (2023 EOY)
496
covered participants
83rd
percentile by assets (of 127,072 plans)
$77,692
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ottawa University DC Plan reported net income rose from -$10M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ottawa University DC Plan reported participants rose from 349 in the plan year 2022 filing to 496 in the plan year 2023 filing.
  • Ottawa University DC Plan end-of-year assets rose from $35M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Ottawa University DC Plan vs the 2023 asset distribution

By assets, Ottawa University DC Plan outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$39M
Net Income$4M
Employer EIN480543772
Plan Effective Date1975-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ottawa University)

$34M$36M$38M$40M$42M 202220232024 $35M $41.4M ▲ +18.2%
Total plan assets by year, all Ottawa University plans on file
Year Plans Participants Total Assets
2022 1 349 $35M
2023 1 496 $39M
2024 1 517 $41M

Nearby Other Plans in Kansas

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

Ottawa University DC Plan vs. nearby Other plans in Kansas, assets vs. participants

Ottawa University DC Plan vs. nearby Other plans in Kansas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0200400600 Total assets ($M) Participants Ottawa University DC…Stormont-Vail Health…Olathe Health System…Hays Medical Center …Midwest Transplant N…Great Plains Health …
Ottawa University DC Plan vs. nearby Other plans in Kansas, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Ottawa University DC Plan by total assets, not by location.

Frequently Asked Questions

How did Ottawa University DC Plan assets move in 2023?
Ottawa University DC Plan grew at a solid clip - up 10.1% during 2023, from $35M to $39M. Reported net income was $4M.
How have Ottawa University plan assets changed over time?
Across 3 plan years on file (2022-2024), Ottawa University's sponsor-wide assets grew 18.2%, from $35M to $41M.
Where does Ottawa University DC Plan rank by assets among Form 5500 filers?
Ottawa University DC Plan ranks in the 83rd 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 Ottawa University DC Plan?
Among Other plans in other states, the closest by assets is Town School for Boys DC Retirement Plan in CA ($39M, 126 participants).

Scale reading

Ways to act on Ottawa University DC Plan's numbers.