Other · DOL Form 5500 · 2023
The Miami Valley School Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 180
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $108,663
- Avg per participant Below avg balance/head
Official DOL plan name: Miami Valley School DC Retirement Plan · Sponsored by The Miami Valley School · Ohio · Educational Services
$20M in assets, 180 participants
The Miami Valley School's Miami Valley School DC Retirement Plan reported $20M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,057 in Educational Services (3,735 peers)
Coverage in Ohio
Miami Valley School DC Retirement Plan covers 180 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $20M.
- #2,057
- in Educational Services (3,735 peers)
- +4.3%
- assets growth YoY
Miami Valley School DC Retirement Plan's outsized position by total assets
Miami Valley School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,559,410 Top 28% higher than 72% 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
Miami Valley School DC 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. Miami Valley School DC Retirement Plan sits mid-pack in the medium band (180 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Miami Valley School DC Retirement Plan reported net income rose from -$476K in the plan year 2022 filing to $810K in the plan year 2023 filing.
- Miami Valley School DC Retirement Plan reported participants rose from 107 in the plan year 2022 filing to 180 in the plan year 2023 filing.
- Miami Valley School DC Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 310591154 · The Miami Valley School PY 2023 · Other
Miami Valley School DC Retirement Plan · $20M · 180 · 72nd
- IND $20M
- IND 180
- IND 72nd
- IND Other
- IND near International Longshoremen's Association, AFL-CIO
- IND ind #2057
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 →
Miami Valley School DC Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $810K |
| Employer EIN | 310591154 |
| Plan Effective Date | 1969-09-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Miami Valley School)
Sponsor-wide plan assets over time
All The Miami Valley School plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 7.748961470482913% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $19M |
| 2023 | 1 | 180 | $20M |
| 2024 | 1 | 97 | $20M |
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
Miami Valley School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is International Longshoremen's Association, AFL-CIO in NJ ($20M); by covered participants it is Penney Retirement Community 403(b) Plan in FL (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (180 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.