Other · DOL Form 5500 · 2024
Xavier University Retirement Plan
Data updated 2026-08-25
- $411M
- Total assets Above avg plan size
- 1,945
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $211,129
- Avg per participant Above avg balance/head
Official DOL plan name: Xavier University Defined Contribution Retirement Plan · Sponsored by Xavier University · Ohio · Educational Services
$411M in assets, 1,945 participants
Xavier University's Xavier University Defined Contribution Retirement Plan reported $411M in total assets and 1,945 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.
- #3,457 in Educational Services (3,638 peers)
Coverage in Ohio
Xavier University Defined Contribution Retirement Plan covers 1,945 participants in Ohio, 2.5x the typical Ohio plan (state average ~765 per filing). Assets: $411M.
- #3,457
- in Educational Services (3,638 peers)
- +5.6%
- assets growth YoY
- 4.1×
- vs typical plan assets (national mean)
Xavier University Defined Contribution Retirement Plan's outsized position by total assets
Xavier University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$410,645,368 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
Xavier University Defined Contribution 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. Xavier University Defined Contribution Retirement Plan lands in the large band (1,945 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Xavier University Defined Contribution Retirement Plan reported net income fell from $40M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Xavier University Defined Contribution Retirement Plan reported participants rose from 1,461 in the plan year 2023 filing to 1,945 in the plan year 2024 filing.
- Xavier University Defined Contribution Retirement Plan end-of-year assets rose from $389M in the plan year 2023 filing to $411M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 310537516 · Xavier University PY 2024 · Other
Xavier University Defined Contribution Retirement Plan · $411M · 1,945 · 97th
- EOY $411M
- EOY 1,945
- EOY 97th
- EOY Other
- EOY near Union College Retirement Plan
- EOY ind #3457
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 →
Xavier University Defined Contribution Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $389M |
|---|---|
| Net Assets (End of Year) | $411M |
| Net Income | $22M |
| Employer EIN | 310537516 |
| Plan Effective Date | 1947-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Xavier University)
Sponsor-wide plan assets over time
All Xavier University plans reported in each filing year
- Latest sponsor-wide plan assets
- $411M 17.792290955042297% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,399 | $349M |
| 2023 | 1 | 1,461 | $389M |
| 2024 | 1 | 1,945 | $411M |
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
Xavier University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Union College Retirement Plan in NY ($407M); by covered participants it is West Virginia University Medical Corporation 403(b) Plan in WV (1,947 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($411M here).
- Union College Retirement Plan (NY) $407M · 916
- Mainegeneral Health 403(b) Retirement Plan (ME) $414M · 4,718
- Torrance Health Association 403(b) Plan (CA) $406M · 4,811
- Tift Regional Health System 403(b) Plan (GA) $406M · 2,561
Similar participant headcount
Nearest other-state filings by covered participants (1,945 participants); asset peers above are excluded.
- West Virginia University Medical Corporation 403(b) Plan (WV) 1,947 · 2 off
- The Rand Corporation 403(b) Savings Plan (CA) 1,941 · 4 off
- The Art Institute of Chicago Tax Deferred Savings Program (IL) 1,940 · 5 off
- Long Island University Retirement Plan (NY) 1,936 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.