Other · DOL Form 5500 · 2023

Ottawa University Retirement Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
496
Participants Below avg headcount
83rd
Percentile by assets National rank
$77,692
Avg per participant Below avg balance/head
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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.

  • #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.

#2,575
in Educational Services (3,735 peers)
+10.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ottawa University DC Plan's outsized position by total assets

Ottawa University DC Plan vs every filed plan by assets

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

$38,535,436 Top 17% higher than 83% 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

Ottawa University DC 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. Ottawa University DC Plan sits mid-pack in the medium band (496 participants).

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 →

EBSA filing schedule strip

Filing strip 480543772 · Ottawa University PY 2023 · Other

Ottawa University DC Plan · $39M · 496 · 83rd

  • BOOK $39M
  • BOOK 496
  • BOOK 83rd
  • BOOK Other
  • BOOK near Town School for Boys DC Retirement Plan
  • BOOK ind #2575

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 Kansas →

Ottawa University DC Plan in the asset neighbourhood

Town School for Boys DC Retirement PlanTown School for Boys DC Reti…$39MFrontier Behavioral Health 403(b) Investment PlanFrontier Behavioral Health 4…$39MOttawa University DC Plan$39MThe Community Builders, Inc. Tax Sheltered Annuity PlanThe Community Builders, Inc.…$38MSheet Metal Workers Local No.83 Annuity FundSheet Metal Workers Local No…$38M
End-of-year total assets ($M) among Ottawa University DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Ottawa University plans reported in each filing year

Latest sponsor-wide plan assets
$41M 18.190018727198755% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $35M $41.4M ▲ +18.2%
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 Scatter plot of 6 data points. -20000200040006000 0200400600 Total assets ($M) Participants Ottawa University DC Plan, Total assets ($M): 38.535436 · Participants: 496Ottawa University DC PlanStormont-Vail Healthcare Employee 403(b) Plan, Total assets ($M): 553.48037 · Participants: 5717Stormont-Vail Healthcare Employee 403(b) PlanOlathe Health System, Inc. Tsa Retirement Plan, Total assets ($M): 194.589342 · Participants: 2326Olathe Health System, Inc. Tsa Retirement PlanHays Medical Center Employee's Tax Deferred Annuity Plan, Total assets ($M): 103.791856 · Participants: 1503Hays Medical Center Employee's Tax Deferred Annuity PlanMidwest Transplant Network, Inc. 403(b) Retirement Plan, Total assets ($M): 41.715049 · Participants: 225Midwest Transplant Network, Inc. 403(b) Retirement PlanGreat Plains Health Alliance Tax Deferred Annuity Plan, Total assets ($M): 36.360145 · Participants: 890Great Plains Health Alliance Tax Deferred Annuity Plan
Ottawa University DC Plan vs. nearby Other plans in Kansas, assets vs. participants
Compare Ottawa University DC Plan side-by-side with 3 peers →

Ottawa University DC Plan's out-of-state Other peers by assets and headcount

Outside Kansas, the nearest Other by assets is Town School for Boys DC Retirement Plan in CA ($39M); by covered participants it is Jewish Family and Children's Services 403(b) Plan in CA (496 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (496 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 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).
Which Other plans cover a similar participant headcount to Ottawa University DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Jewish Family and Children's Services 403(b) Plan in CA (496 participants, $30M 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 480543772.

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.