Other · DOL Form 5500 · 2023

The Columbus Academy Retirement Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
367
Participants Below avg headcount
90th
Percentile by assets National rank
$217,614
Avg per participant Above avg balance/head
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Official DOL plan name: The Columbus Academy Defined Contribution Retirement Plan · Sponsored by The Columbus Academy · Ohio · Educational Services

$80M in assets, 367 participants

The Columbus Academy's The Columbus Academy Defined Contribution Retirement Plan reported $80M in total assets and 367 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,050 in Educational Services (3,735 peers)

Coverage in Ohio

The Columbus Academy Defined Contribution Retirement Plan covers 367 participants in Ohio, about 48% of the average Ohio filer (state average ~765 per filing). Assets: $80M.

#3,050
in Educational Services (3,735 peers)
+12.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The Columbus Academy Defined Contribution Retirement Plan's outsized position by total assets

The Columbus Academy Defined Contribution Retirement Plan vs every filed plan by assets

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

$79,864,360 Top 10% higher than 90% 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

The Columbus Academy 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. The Columbus Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (367 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Columbus Academy Defined Contribution Retirement Plan reported net income rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Columbus Academy Defined Contribution Retirement Plan end-of-year assets rose from $71M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • The Columbus Academy Defined Contribution Retirement Plan reported participants rose from 337 in the plan year 2022 filing to 367 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 314379445 · The Columbus Academy PY 2023 · Other

The Columbus Academy Defined Contribution Retirement Plan · $80M · 367 · 90th

  • EBSA $80M
  • PART 367
  • TYPE 90th
  • NET Other
  • BOOK near Northwestern Medical Center, Inc. 403(b) Plan
  • VS-ST ind #3050

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 →

The Columbus Academy Defined Contribution Retirement Plan in the asset neighbourhood

Albuquerque Academy Retirement PlanAlbuquerque Academy Retireme…$80MNorthwestern Medical Center, Inc. 403(b) PlanNorthwestern Medical Center,…$80MThe Columbus Academy Defined Contribution Retirement PlanThe Columbus Academy Defined…$80MNew England Law Boston Defined Contribution Retirement PlanNew England Law Boston Defin…$80MThe Head-Royce School 403(b) PlanThe Head-Royce School 403(b)…$80M
End-of-year total assets ($M) among The Columbus Academy Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$80M
Net Income$9M
Employer EIN314379445
Plan Effective Date1967-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Columbus Academy)

Sponsor-wide plan assets over time

All The Columbus Academy plans reported in each filing year

Latest sponsor-wide plan assets
$87M 22.51017490449458% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $70.8M $86.8M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 337 $71M
2023 1 367 $80M
2024 1 421 $87M

Nearby Other Plans in Ohio

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

The Columbus Academy Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants The Columbus Academy Defined Contribution Retirement Plan, Total assets ($B): 0.07986436 · Participants: 367The Columbus Academy 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
The Columbus Academy Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare The Columbus Academy Defined Contribution Retirement Plan side-by-side with 3 peers →

The Columbus Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Northwestern Medical Center, Inc. 403(b) Plan in VT ($80M); by covered participants it is New York Institute of Technology Tax Deferred Annuity Plan in NY (367 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (367 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 The Columbus Academy Defined Contribution Retirement Plan assets move in 2023? ▼
The Columbus Academy Defined Contribution Retirement Plan grew at a solid clip - up 12.8% during 2023, from $71M to $80M. Reported net income was $9M.
How have The Columbus Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Columbus Academy's sponsor-wide assets grew 22.5%, from $71M to $87M.
Where does The Columbus Academy Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Columbus Academy Defined Contribution Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Columbus Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Northwestern Medical Center, Inc. 403(b) Plan in VT ($80M, 709 participants).
Which Other plans cover a similar participant headcount to The Columbus Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is New York Institute of Technology Tax Deferred Annuity Plan in NY (367 participants, N/A 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 314379445.

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.