Other · DOL Form 5500 · 2023

Denison University Retirement Plan

Data updated 2026-08-25

$287M
Total assets Near avg plan size
1,052
Participants Near avg headcount
96th
Percentile by assets National rank
$272,365
Avg per participant High balance/head
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Official DOL plan name: Denison University Retirement Plan · Sponsored by Denison University · Ohio · Educational Services

$287M in assets, 1,052 participants

Denison University's Denison University Retirement Plan reported $287M in total assets and 1,052 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,494 in Educational Services (3,735 peers)

Where Denison University Retirement Plan sits by assets

Denison University Retirement Plan sits in the top 5% of all filed plans by assets, $287M for 1,052 participants (~$272,365/participant), up 13.5% in 2023.

#3,494
in Educational Services (3,735 peers)
+13.5%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Denison University Retirement Plan's outsized position by total assets

Denison University Retirement Plan vs every filed plan by assets

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

$286,527,515 Top 4% higher than 96% 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

Denison University Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Denison University Retirement Plan lands in the large band (1,052 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Denison University Retirement Plan reported net income rose from -$39M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Denison University Retirement Plan end-of-year assets rose from $252M in the plan year 2022 filing to $287M in the plan year 2023 filing.
  • Denison University Retirement Plan reported participants rose from 976 in the plan year 2022 filing to 1,052 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 314379459 · Denison University PY 2023 · Other

Denison University Retirement Plan · $287M · 1,052 · 96th

  • PHOTO $287M
  • PHOTO 1,052
  • PHOTO 96th
  • PHOTO Other
  • PHOTO near Ford Foundation Retirement Plan
  • PHOTO ind #3494

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 →

Denison University Retirement Plan in the asset neighbourhood

Connecticut College Defined Contribution and Tda Retirement PlanConnecticut College Defined …$288MFord Foundation Retirement PlanFord Foundation Retirement P…$287MDenison University Retirement PlanDenison University Retiremen…$287MCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement PlanCatholic Medical Center 403(…$284MFrederick Health 403(b) Plan$283M
End-of-year total assets ($M) among Denison University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$252M
Net Assets (End of Year)$287M
Net Income$34M
Employer EIN314379459
Plan Effective Date1955-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Denison University)

Sponsor-wide plan assets over time

All Denison University plans reported in each filing year

Latest sponsor-wide plan assets
$310M 22.97290502691696% vs 2022
2024 filing year
$240M$260M$280M$300M$320M 202220232024 $252M $310M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 976 $252M
2023 1 1,052 $287M
2024 1 1,126 $310M

Nearby Other Plans in Ohio

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

Denison University Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Denison University Retirement Plan, Total assets ($B): 0.286527515 · Participants: 1052Denison University 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
Denison University Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants

Denison University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Ford Foundation Retirement Plan in NY ($287M); by covered participants it is Hope College Invest Plan in MI (1,050 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,052 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 Denison University Retirement Plan assets move in 2023?
Denison University Retirement Plan grew at a solid clip - up 13.5% during 2023, from $252M to $287M. Reported net income was $34M.
How have Denison University plan assets changed over time?
Across 3 plan years on file (2022-2024), Denison University's sponsor-wide assets grew 23.0%, from $252M to $310M.
Where does Denison University Retirement Plan rank by assets among Form 5500 filers?
Denison University Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Denison University Retirement Plan?
Among Other plans in other states, the closest by assets is Ford Foundation Retirement Plan in NY ($287M, 80 participants).
Which Other plans cover a similar participant headcount to Denison University Retirement Plan?
Among Other plans in other states, the closest by covered participants is Hope College Invest Plan in MI (1,050 participants, $196M in assets).