Other · DOL Form 5500 · 2023

Walsh University, Inc. Retirement Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
433
Participants Below avg headcount
87th
Percentile by assets National rank
$131,018
Avg per participant Near avg balance/head
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Official DOL plan name: Walsh University Retirement Plan · Sponsored by Walsh University, Inc. · Ohio · Educational Services

$57M in assets, 433 participants

Walsh University, Inc.'s Walsh University Retirement Plan reported $57M in total assets and 433 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,845 in Educational Services (3,735 peers)

Where Walsh University Retirement Plan sits by assets

Walsh University Retirement Plan sits in the top quartile of all filed plans by assets, $57M for 433 participants (~$131,018/participant), up 9.2% in 2023.

#2,845
in Educational Services (3,735 peers)
+9.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Walsh University Retirement Plan's outsized position by total assets

Walsh University Retirement Plan vs every filed plan by assets

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

$56,730,693 Top 13% higher than 87% 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

Walsh 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. Walsh University Retirement Plan sits mid-pack in the medium band (433 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walsh University Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Walsh University Retirement Plan end-of-year assets rose from $52M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Walsh University Retirement Plan reported participants fell from 442 in the plan year 2022 filing to 433 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 340868798 · Walsh University, Inc. PY 2023 · Other

Walsh University Retirement Plan · $57M · 433 · 87th

  • RANK $57M
  • RANK 433
  • RANK 87th
  • RANK Other
  • RANK near American National Standards Institute 403(b) Plan
  • RANK ind #2845

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 →

Walsh University Retirement Plan in the asset neighbourhood

Lexington Health Inc. 403(b) Retirement PlanLexington Health Inc. 403(b)…$57MSaint Andrew's School Defined Contribution Retirement PlanSaint Andrew's School Define…$57MAmerican National Standards Institute 403(b) PlanAmerican National Standards …$57MWalsh University Retirement PlanWalsh University Retirement …$57MNew Canaan Country School DC Retirement PlanNew Canaan Country School DC…$57M
End-of-year total assets ($M) among Walsh 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)$52M
Net Assets (End of Year)$57M
Net Income$5M
Employer EIN340868798
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walsh University, Inc.)

Sponsor-wide plan assets over time

All Walsh University, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 16.865689747365895% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52M $60.7M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 442 $52M
2023 1 433 $57M
2024 1 303 $61M

Nearby Other Plans in Ohio

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

Walsh University Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Walsh University Retirement Plan, Total assets ($B): 0.056730693 · Participants: 433Walsh 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
Walsh University Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Walsh University Retirement Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest Other by assets is American National Standards Institute 403(b) Plan in NY ($57M); by covered participants it is St. John's College Defined Contribution Retirement Plan in MD (433 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (433 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 Walsh University Retirement Plan assets move in 2023? ▼
Walsh University Retirement Plan grew at a solid clip - up 9.2% during 2023, from $52M to $57M. Reported net income was $5M.
How have Walsh University, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walsh University, Inc.'s sponsor-wide assets grew 16.9%, from $52M to $61M.
Where does Walsh University Retirement Plan rank by assets among Form 5500 filers? ▼
Walsh University Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Walsh University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is American National Standards Institute 403(b) Plan in NY ($57M, 212 participants).
Which Other plans cover a similar participant headcount to Walsh University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is St. John's College Defined Contribution Retirement Plan in MD (433 participants, $130M 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 340868798.

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.