Other · DOL Form 5500 · 2024
Oberlin College Retirement Plan
Data updated 2026-08-25
- $529M
- Total assets Above avg plan size
- 1,295
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $408,129
- Avg per participant High balance/head
Official DOL plan name: Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by Oberlin College · Ohio · Educational Services
$529M in assets, 1,295 participants
Oberlin College's Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan reported $529M in total assets and 1,295 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,491 in Educational Services (3,638 peers)
Where Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan sits by assets
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan sits in the top 5% of all filed plans by assets, $529M for 1,295 participants (~$408,129/participant), up 6.0% in 2024.
- #3,491
- in Educational Services (3,638 peers)
- +6.0%
- assets growth YoY
- 5.3×
- vs typical plan assets (national mean)
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$528,527,413 Top 3% higher than 97% 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
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan lands in the large band (1,295 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan reported net income fell from $34M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan end-of-year assets rose from $499M in the plan year 2023 filing to $529M in the plan year 2024 filing.
- Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan reported participants rose from 1,230 in the plan year 2023 filing to 1,295 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 340714363 · Oberlin College PY 2024 · Other
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan · $529M · 1,295 · 97th
- PCT $529M
- EIN 1,295
- RANK 97th
- PHOTO Other
- IND near Suffolk University Employee Retirement Plan
- EOY ind #3491
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 →
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $499M |
|---|---|
| Net Assets (End of Year) | $529M |
| Net Income | $30M |
| Employer EIN | 340714363 |
| Plan Effective Date | 1923-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oberlin College)
Sponsor-wide plan assets over time
All Oberlin College plans reported in each filing year
- Latest sponsor-wide plan assets
- $529M 13.806850326523987% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 997 | $464M |
| 2023 | 1 | 1,230 | $499M |
| 2024 | 1 | 1,295 | $529M |
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
Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Suffolk University Employee Retirement Plan in MA ($531M); by covered participants it is University Physicians and Surgeons, Inc. Retirement Plan in WV (1,294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($529M here).
- Suffolk University Employee Retirement Plan (MA) $531M · 1,583
- Penn State Health Tax Sheltered Annuity Program (PA) $532M · 18,777
- Noblis, Inc. Tax Sheltered Annuity Plan (VA) $533M · 2,475
- Gonzaga University 403(b) Retirement Plan (WA) $522M · 2,294
Similar participant headcount
Nearest other-state filings by covered participants (1,295 participants); asset peers above are excluded.
- University Physicians and Surgeons, Inc. Retirement Plan (WV) 1,294 · 1 off
- Wellesley College 403(b) Retirement Plan (MA) 1,294 · 1 off
- Evertec Group, LLC Savings & Investment Plan (PR) 1,289 · 6 off
- The Auburn Community Hospital Retirement Savings Plan (NY) 1,303 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.