Other Β· DOL Form 5500 Β· 2023

Marietta College Retirement Plan for Eligible Employees

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$82M
Total assets
358
Participants
82th
Percentile by assets

Sponsored by Marietta College Β· Ohio Β· Educational Services

What the 2023 filing shows

Marietta College Retirement Plan for Eligible Employees holds $82M for 358 participants - about $228,465 per participant, in the top quartile of all filed plans by assets, up 7.9% over the 2023 plan year.

$82M
total plan assets (2023 EOY)
358
covered participants
82th
percentile by assets (of 72,800 plans)
$228,465
avg assets per participant
Total Assets (2023)
$82M
Participants
358
State
Industry
Educational Services

What the Filing Says About Marietta College Retirement Plan for Eligible Employees

Marietta College Retirement Plan for Eligible Employees is a Other retirement plan sponsored by Marietta College, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $82M in total end-of-year assets and covers 358 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 314379584, and the plan has been effective since 1921-02-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $76M at the beginning of 2023 to $82M at year-end - a gain of 7.9%. Net assets (after liabilities) closed the year at $82M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$76M
Total Assets (End of Year)$82M
Net Assets (End of Year)$82M
Net Income$6M
Plan TypeOther
Employer EIN314379584
Plan Effective Date1921-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Marietta College)

Year Plans Participants Total Assets
2023 1 358 $82M
2024 1 336 $79M

Nearby Other Plans in Ohio

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

Frequently Asked Questions

How much money is in the Marietta College Retirement Plan for Eligible Employees?
As of the 2023 Form 5500 filing, Marietta College Retirement Plan for Eligible Employees holds $82M in total assets with 358 participants. It is sponsored by Marietta College.
What type of plan is Marietta College Retirement Plan for Eligible Employees?
Marietta College Retirement Plan for Eligible Employees is a Other plan. It has been effective since 1921-02-15. The plan is filed with the U.S. Department of Labor under EIN 314379584.
Who sponsors the Marietta College Retirement Plan for Eligible Employees?
Marietta College Retirement Plan for Eligible Employees is sponsored by Marietta College, located in Ohio. The sponsor's EIN is 314379584 and the plan operates in the Educational Services industry.
How did Marietta College Retirement Plan for Eligible Employees perform in 2023?
Marietta College Retirement Plan for Eligible Employees grew by 7.9% during 2023, moving from $76M to $82M in total assets. Net income was $6M.
Where can I find official filings for Marietta College Retirement Plan for Eligible Employees?
Official Form 5500 filings for Marietta College Retirement Plan for Eligible Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 314379584 or plan name at efast.dol.gov.
How does Marietta College Retirement Plan for Eligible Employees compare to other plans?
You can compare Marietta College Retirement Plan for Eligible Employees against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 314379584.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.