Other · DOL Form 5500 · 2024
Wittenberg University Retirement Plan
Data updated 2026-08-25
- $152M
- Total assets Near avg plan size
- 316
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $480,312
- Avg per participant High balance/head
Official DOL plan name: Wittenberg University Defined Contribution Retirement Plan · Sponsored by Wittenberg University · Ohio · Educational Services
$152M in assets, 316 participants
Wittenberg University's Wittenberg University Defined Contribution Retirement Plan reported $152M in total assets and 316 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,209 in Educational Services (3,638 peers)
Coverage in Ohio
Wittenberg University Defined Contribution Retirement Plan covers 316 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $152M.
- #3,209
- in Educational Services (3,638 peers)
- +2.5%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Wittenberg University Defined Contribution Retirement Plan's outsized position by total assets
Wittenberg University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$151,778,453 Top 7% higher than 93% 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
Wittenberg University Defined Contribution Retirement 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. Wittenberg University Defined Contribution Retirement Plan sits mid-pack in the medium band (316 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wittenberg University Defined Contribution Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Wittenberg University Defined Contribution Retirement Plan reported participants rose from 303 in the plan year 2023 filing to 316 in the plan year 2024 filing.
- Wittenberg University Defined Contribution Retirement Plan end-of-year assets rose from $148M in the plan year 2023 filing to $152M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 310537177 · Wittenberg University PY 2024 · Other
Wittenberg University Defined Contribution Retirement Plan · $152M · 316 · 93rd
- NET $152M
- NET 316
- NET 93rd
- NET Other
- NET near Chapters Health System, Inc. Retirement Plan
- NET ind #3209
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 →
Wittenberg University Defined Contribution Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | $4M |
| Employer EIN | 310537177 |
| Plan Effective Date | 1945-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wittenberg University)
Sponsor-wide plan assets over time
All Wittenberg University plans reported in each filing year
- Latest sponsor-wide plan assets
- $152M 9.278647306346047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 287 | $139M |
| 2023 | 1 | 303 | $148M |
| 2024 | 1 | 316 | $152M |
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
Wittenberg University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Chapters Health System, Inc. Retirement Plan in FL ($152M); by covered participants it is The Mary Wade Home, Inc. 403(b) Savings Plan in CT (316 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($152M here).
- Chapters Health System, Inc. Retirement Plan (FL) $152M · 3,297
- Allegheny College Defined Contribution Retirement Plan (PA) $152M · 335
- Pitzer College Academic Retirement Plan (CA) $152M · 464
- Lipscomb University Defined Contribution Retirement Plan (TN) $152M · 1,338
Similar participant headcount
Nearest other-state filings by covered participants (316 participants); asset peers above are excluded.
- The Mary Wade Home, Inc. 403(b) Savings Plan (CT) 316 · 0 off
- Mainline Health 403b Plan (AR) 316 · 0 off
- 403(b) Thrift Plan of Apt Foundation, Inc. (CT) 316 · 0 off
- Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan (VA) 316 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.