Other · DOL Form 5500 · 2024

University of Northwestern Ohio Retirement Plan

Data updated 2026-08-25

$379K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$94,797
Avg per participant Below avg balance/head
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Official DOL plan name: University of Northwestern Ohio 401(a) Tda Plan · Sponsored by University of Northwestern Ohio · Ohio · Educational Services

$379K in assets, 4 participants

University of Northwestern Ohio's University of Northwestern Ohio 401(a) Tda Plan reported $379K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #386 in Educational Services (3,638 peers)

University of Northwestern Ohio multi-year trail

University of Northwestern Ohio's plans moved -98.7% in assets from 2022 to 2024; this filing shows University of Northwestern Ohio 401(a) Tda Plan at $379K / 4 participants.

#386
in Educational Services (3,638 peers)
-3.5%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of Northwestern Ohio 401(a) Tda Plan among the smaller filed plans by assets

University of Northwestern Ohio 401(a) Tda Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$379,187 15th percentile higher than 15% of 123,620 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 2024

University of Northwestern Ohio 401(a) Tda Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Northwestern Ohio 401(a) Tda Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Northwestern Ohio 401(a) Tda Plan reported net income fell from $69K in the plan year 2023 filing to -$14K in the plan year 2024 filing.
  • University of Northwestern Ohio 401(a) Tda Plan reported participants fell from 8 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • University of Northwestern Ohio 401(a) Tda Plan end-of-year assets fell from $393K in the plan year 2023 filing to $379K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 341695897 · University of Northwestern Ohio PY 2024 · Other

University of Northwestern Ohio 401(a) Tda Plan · $379K · 4 · 15th

  • PHOTO $379K
  • IND 4
  • EOY 15th
  • 5500 Other
  • ASSETS near Michigan Roundtable for Just Communities
  • PCT ind #386

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 →

University of Northwestern Ohio 401(a) Tda Plan in the asset neighbourhood

University of Northwestern Ohio 401(a) Tda PlanUniversity of Northwestern O…$379KMichigan Roundtable for Just CommunitiesMichigan Roundtable for Just…$379KSbk Timbers Two Retirement PlanSbk Timbers Two Retirement P…$374KEdith Wharton Restoration Tax Deferred Annuity PlanEdith Wharton Restoration Ta…$373KTadalyssa, Inc. Retirement PlanTadalyssa, Inc. Retirement P…$372K
End-of-year total assets ($M) among University of Northwestern Ohio 401(a) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

University of Northwestern Ohio multi-year asset trail

Sponsor-wide plan assets over time

All University of Northwestern Ohio plans reported in each filing year

Latest sponsor-wide plan assets
$379K 98.71010483138771% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $29.4M $0.38M ▼ -98.7%
Year Plans Participants Total Assets
2022 2 480 $29M
2023 2 239 $32M
2024 2 222 $379K

University of Northwestern Ohio filing trail (2024)

Total Assets (Beginning of Year)$393K
Net Assets (End of Year)$379K
Net Income-$14K
Employer EIN341695897
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

University of Northwestern Ohio 401(a) Tda Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants University of Northwestern Ohio 401(a) Tda Plan, Total assets ($B): 0.000379187 · Participants: 4University of Northwestern Ohio 401(a) Tda PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
University of Northwestern Ohio 401(a) Tda Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare University of Northwestern Ohio 401(a) Tda Plan side-by-side with 3 peers →

University of Northwestern Ohio 401(a) Tda Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Michigan Roundtable for Just Communities in MI ($379K); by covered participants it is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($379K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University of Northwestern Ohio 401(a) Tda Plan assets move in 2024? ▼
University of Northwestern Ohio 401(a) Tda Plan edged down modestly - down 3.5% during 2024, from $393K to $379K. Reported net income was -$14K.
How have University of Northwestern Ohio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Northwestern Ohio's sponsor-wide assets declined 98.7%, from $29M to $379K.
Where does University of Northwestern Ohio 401(a) Tda Plan rank by assets among Form 5500 filers? ▼
University of Northwestern Ohio 401(a) Tda Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to University of Northwestern Ohio 401(a) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Michigan Roundtable for Just Communities in MI ($379K, 3 participants).
Which Other plans cover a similar participant headcount to University of Northwestern Ohio 401(a) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341695897.

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.