Other · DOL Form 5500 · 2024
Mount St. Joseph University Retirement Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 341
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $194,525
- Avg per participant Above avg balance/head
Official DOL plan name: Mount St. Joseph University Defined Contribution Plan · Sponsored by Mount St. Joseph University · Ohio · Educational Services
$66M in assets, 341 participants
Mount St. Joseph University's Mount St. Joseph University Defined Contribution Plan reported $66M in total assets and 341 participants in its 2024 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.
- #2,792 in Educational Services (3,638 peers)
Coverage in Ohio
Mount St. Joseph University Defined Contribution Plan covers 341 participants in Ohio, about 45% of the average Ohio filer (state average ~765 per filing). Assets: $66M.
- #2,792
- in Educational Services (3,638 peers)
- +3.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Mount St. Joseph University Defined Contribution Plan's outsized position by total assets
Mount St. Joseph University Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$66,332,866 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mount St. Joseph University Defined Contribution Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount St. Joseph University Defined Contribution Plan sits mid-pack in the medium band (341 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mount St. Joseph University Defined Contribution Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Mount St. Joseph University Defined Contribution Plan reported participants fell from 390 in the plan year 2023 filing to 341 in the plan year 2024 filing.
- Mount St. Joseph University Defined Contribution Plan end-of-year assets rose from $64M in the plan year 2023 filing to $66M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 237179567 · Mount St. Joseph University PY 2024 · Other
Mount St. Joseph University Defined Contribution Plan · $66M · 341 · 87th
- EIN $66M
- EIN 341
- EIN 87th
- EIN Other
- EIN near Upstate Caring Partners 403(b) Retirement Plan
- EIN ind #2792
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 →
Mount St. Joseph University Defined Contribution Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $2M |
| Employer EIN | 237179567 |
| Plan Effective Date | 1959-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mount St. Joseph University)
Sponsor-wide plan assets over time
All Mount St. Joseph University plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 6.103450441336412% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 362 | $63M |
| 2023 | 1 | 390 | $64M |
| 2024 | 1 | 341 | $66M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Mount St. Joseph University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Upstate Caring Partners 403(b) Retirement Plan in NY ($66M); by covered participants it is Delaware Valley University DC Plan in PA (341 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Upstate Caring Partners 403(b) Retirement Plan (NY) $66M · 1,567
- Columbia College Retirement Savings Plan (MO) $66M · 1,159
- Winsor School 403b Plan (MA) $66M · 126
- Sansum Clinic Match Plan (CA) $66M · 1,180
Similar participant headcount
Nearest other-state filings by covered participants (341 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.