Other · DOL Form 5500 · 2023

Union Institute & University Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
241
Participants Below avg headcount
65th
Percentile by assets National rank
$57,015
Avg per participant Low balance/head
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Official DOL plan name: Union Institute & University Retirement Plan · Sponsored by Union Institute & University · Ohio · Educational Services

$14M in assets, 241 participants

Union Institute & University's Union Institute & University Retirement Plan reported $14M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,784 in Educational Services (3,735 peers)

Coverage in Ohio

Union Institute & University Retirement Plan covers 241 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $14M.

#1,784
in Educational Services (3,735 peers)
+1.1%
assets growth YoY

Union Institute & University Retirement Plan's mid-pack asset rank among Educational Services and all filers

Union Institute & University Retirement Plan vs every filed plan by assets

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

$13,740,590 Top 35% higher than 65% 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

Union Institute & University 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. Union Institute & University Retirement Plan sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Institute & University Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $147K in the plan year 2023 filing.
  • Union Institute & University Retirement Plan reported participants fell from 273 in the plan year 2022 filing to 241 in the plan year 2023 filing.
  • Union Institute & University Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 310747997 · Union Institute & University PY 2023 · Other

Union Institute & University Retirement Plan · $14M · 241 · 65th

  • PCT $14M
  • EIN 241
  • RANK 65th
  • PHOTO Other
  • IND near Evergreen Goodwill of Northwest Washington 403(b) Plan
  • EOY ind #1784

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 →

Union Institute & University Retirement Plan in the asset neighbourhood

Community Service Society of New York 403(b) PlanCommunity Service Society of…$14MThe University Corporation 403(b) PlanThe University Corporation 4…$14MUnion Institute & University Retirement PlanUnion Institute & University…$14MEvergreen Goodwill of Northwest Washington 403(b) PlanEvergreen Goodwill of Northw…$14MNsba 403(b) Plan$14M
End-of-year total assets ($M) among Union Institute & University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$147K
Employer EIN310747997
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Institute & University)

Sponsor-wide plan assets over time

All Union Institute & University plans reported in each filing year

Latest sponsor-wide plan assets
$14M 1.0823810308150459% vs 2022
2023 filing year
$13.6M$13.6M$13.7M$13.7M$13.8M$13.8M 20222023 $13.6M $13.7M ▲ +1.1%
Year Plans Participants Total Assets
2022 1 273 $14M
2023 1 241 $14M

Nearby Other Plans in Ohio

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

Union Institute & University Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Union Institute & University Retirement Plan, Total assets ($B): 0.01374059 · Participants: 241Union Institute & 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
Union Institute & University Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Union Institute & University Retirement Plan side-by-side with 3 peers →

Union Institute & University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Evergreen Goodwill of Northwest Washington 403(b) Plan in WA ($14M); by covered participants it is Clark Retirement Community 403(b) Savings & in MI (241 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Union Institute & University Retirement Plan assets move in 2023? ▼
Union Institute & University Retirement Plan edged up modestly - up 1.1% during 2023, from $14M to $14M. Reported net income was $147K.
How have Union Institute & University plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Union Institute & University's sponsor-wide assets grew 1.1%, from $14M to $14M.
Which Other plans are similar in size to Union Institute & University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Evergreen Goodwill of Northwest Washington 403(b) Plan in WA ($14M, 2,035 participants).
Which Other plans cover a similar participant headcount to Union Institute & University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Clark Retirement Community 403(b) Savings & in MI (241 participants, N/A 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 310747997.

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.