Other · DOL Form 5500 · 2023
Oberlin College Retirement Plan
Data updated 2026-08-25
- $499M
- Total assets Above avg plan size
- 1,230
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $405,406
- Avg per participant High balance/head
Official DOL plan name: Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by Oberlin College · Ohio · Educational Services
$499M in assets, 1,230 participants
Oberlin College's Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan reported $499M in total assets and 1,230 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,594 in Educational Services (3,735 peers)
Where Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan sits by assets
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan sits in the top 5% of all filed plans by assets, $499M for 1,230 participants (~$405,406/participant), up 7.4% in 2023.
- #3,594
- in Educational Services (3,735 peers)
- +7.4%
- assets growth YoY
- 5.0×
- vs typical plan assets (national mean)
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$498,649,013 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oberlin College Defined Contribution and Tax Deferred Annuity 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. Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan lands in the large band (1,230 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan reported net income rose from -$75M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan reported participants rose from 997 in the plan year 2022 filing to 1,230 in the plan year 2023 filing.
- Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan end-of-year assets rose from $464M in the plan year 2022 filing to $499M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 340714363 · Oberlin College PY 2023 · Other
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan · $499M · 1,230 · 97th
- 5500 $499M
- 5500 1,230
- 5500 97th
- 5500 Other
- 5500 near Children's Hospital of Orange County Retirement Accumulation Plan
- 5500 ind #3594
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 →
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $464M |
|---|---|
| Net Assets (End of Year) | $499M |
| Net Income | $34M |
| Employer EIN | 340714363 |
| Plan Effective Date | 1923-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oberlin College)
Sponsor-wide plan assets over time
All Oberlin College plans reported in each filing year
- Latest sponsor-wide plan assets
- $529M 13.806850326523987% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 997 | $464M |
| 2023 | 1 | 1,230 | $499M |
| 2024 | 1 | 1,295 | $529M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Children's Hospital of Orange County Retirement Accumulation Plan in CA ($498M); by covered participants it is Coleman World Group, LLC Savings & Protection Plan in AL (1,230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($499M here).
- Children's Hospital of Orange County Retirement Accumulation Plan (CA) $498M · 5,197
- New York Institute of Technology Defined Contribution Retirement Plan (NY) $502M · 1,175
- White Plains Hospital Center 403(b) Defined Contribution Retirement Program (NY) $502M · 6,309
- Nyu Langone Hospital-Long Island 403(b) Plan (NY) $504M · 7,251
Similar participant headcount
Nearest other-state filings by covered participants (1,230 participants); asset peers above are excluded.
- Coleman World Group, LLC Savings & Protection Plan (AL) 1,230 · 0 off
- Centerlight Health System 403(b) Retirement Plan (NY) 1,229 · 1 off
- The Auburn Community Hospital Retirement Savings Plan (NY) 1,232 · 2 off
- Utica University Defined Contribution Retirement Plan (NY) 1,228 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.