Other · DOL Form 5500 · 2024
University School Retirement Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 230
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $338,350
- Avg per participant High balance/head
Official DOL plan name: University School Retirement Savings Plan · Sponsored by University School · Ohio · Educational Services
$78M in assets, 230 participants
University School's University School Retirement Savings Plan reported $78M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,879 in Educational Services (3,638 peers)
Coverage in Ohio
University School Retirement Savings Plan covers 230 participants in Ohio, about 30% of the average Ohio filer (state average ~765 per filing). Assets: $78M.
- #2,879
- in Educational Services (3,638 peers)
- +9.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
University School Retirement Savings Plan's outsized position by total assets
University School Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$77,820,571 Top 11% higher than 89% 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
University School Retirement Savings 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. University School Retirement Savings Plan sits mid-pack in the medium band (230 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University School Retirement Savings Plan end-of-year assets rose from $71M in the plan year 2023 filing to $78M in the plan year 2024 filing.
- University School Retirement Savings Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- University School Retirement Savings Plan reported participants fell from 245 in the plan year 2023 filing to 230 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 340714720 · University School PY 2024 · Other
University School Retirement Savings Plan · $78M · 230 · 89th
- ASSETS $78M
- PCT 230
- EIN 89th
- RANK Other
- PHOTO near Employshare, Inc. 401(k) Profit Sharing Plan
- IND ind #2879
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 School Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $7M |
| Employer EIN | 340714720 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University School)
Sponsor-wide plan assets over time
All University School plans reported in each filing year
- Latest sponsor-wide plan assets
- $78M 21.346405362879224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 235 | $64M |
| 2023 | 1 | 245 | $71M |
| 2024 | 1 | 230 | $78M |
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
University School Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Employshare, Inc. 401(k) Profit Sharing Plan in PA ($78M); by covered participants it is Oxfam America 403(b) Plan in MA (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
Similar participant headcount
Nearest other-state filings by covered participants (230 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.