Other · DOL Form 5500 · 2023

Ohio Northern University Retirement Plan

Data updated 2026-08-25

$238M
Total assets Near avg plan size
509
Participants Below avg headcount
95th
Percentile by assets National rank
$467,707
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ohio Northern University Defined Contribution Retirement Plan · Sponsored by Ohio Northern University · Ohio · Educational Services

$238M in assets, 509 participants

Ohio Northern University's Ohio Northern University Defined Contribution Retirement Plan reported $238M in total assets and 509 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,460 in Educational Services (3,735 peers)

Where Ohio Northern University Defined Contribution Retirement Plan sits by assets

Ohio Northern University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $238M for 509 participants (~$467,707/participant), up 3.4% in 2023.

#3,460
in Educational Services (3,735 peers)
+3.4%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Ohio Northern University Defined Contribution Retirement Plan's outsized position by total assets

Ohio Northern University Defined Contribution Retirement Plan vs every filed plan by assets

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

$238,062,657 Top 5% higher than 95% 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

Ohio Northern University Defined Contribution 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. Ohio Northern University Defined Contribution Retirement Plan sits mid-pack in the medium band (509 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohio Northern University Defined Contribution Retirement Plan reported net income rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Ohio Northern University Defined Contribution Retirement Plan reported participants fell from 543 in the plan year 2022 filing to 509 in the plan year 2023 filing.
  • Ohio Northern University Defined Contribution Retirement Plan end-of-year assets rose from $230M in the plan year 2022 filing to $238M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 344429091 · Ohio Northern University PY 2023 · Other

Ohio Northern University Defined Contribution Retirement Plan · $238M · 509 · 95th

  • PHOTO $238M
  • IND 509
  • EOY 95th
  • 5500 Other
  • ASSETS near Public Broadcasting Service Defined Contribution Retirement Plan
  • PCT ind #3460

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 →

Ohio Northern University Defined Contribution Retirement Plan in the asset neighbourhood

Ohio Northern University Defined Contribution Retirement PlanOhio Northern University Def…$238MPublic Broadcasting Service Defined Contribution Retirement PlanPublic Broadcasting Service …$238MOperating Engineers Local 520 Annuity PlanOperating Engineers Local 52…$238MIBEW Local No. 86 Annuity FundIBEW Local No. 86 Annuity Fu…$238MBrookings Savings and Retirement PlanBrookings Savings and Retire…$237M
End-of-year total assets ($M) among Ohio Northern University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$230M
Net Assets (End of Year)$238M
Net Income$8M
Employer EIN344429091
Plan Effective Date1960-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Northern University)

Sponsor-wide plan assets over time

All Ohio Northern University plans reported in each filing year

Latest sponsor-wide plan assets
$253M 9.865734937093242% vs 2022
2024 filing year
$220M$230M$240M$250M$260M 202220232024 $230M $253M ▲ +9.9%
Year Plans Participants Total Assets
2022 1 543 $230M
2023 1 509 $238M
2024 1 507 $253M

Nearby Other Plans in Ohio

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

Ohio Northern University Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Ohio Northern University Defined Contribution Retirement Plan, Total assets ($B): 0.238062657 · Participants: 509Ohio Northern University Defined Contribution 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
Ohio Northern University Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants

Ohio Northern University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Public Broadcasting Service Defined Contribution Retirement Plan in VA ($238M); by covered participants it is Aurora University Retirement Plan in IL (509 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($238M here).

Similar participant headcount

Nearest other-state filings by covered participants (509 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 Ohio Northern University Defined Contribution Retirement Plan assets move in 2023?
Ohio Northern University Defined Contribution Retirement Plan edged up modestly - up 3.4% during 2023, from $230M to $238M. Reported net income was $8M.
How have Ohio Northern University plan assets changed over time?
Across 3 plan years on file (2022-2024), Ohio Northern University's sponsor-wide assets grew 9.9%, from $230M to $253M.
Where does Ohio Northern University Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Ohio Northern University Defined Contribution Retirement Plan ranks in the 95th 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 Ohio Northern University Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Public Broadcasting Service Defined Contribution Retirement Plan in VA ($238M, 585 participants).
Which Other plans cover a similar participant headcount to Ohio Northern University Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Aurora University Retirement Plan in IL (509 participants, $111M in assets).