Other · DOL Form 5500 · 2024
University of Evansville Retirement Plan
Data updated 2026-08-25
- $193M
- Total assets Near avg plan size
- 1,321
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $146,244
- Avg per participant Above avg balance/head
Official DOL plan name: University of Evansville Defined Contribution Retirement Plan · Sponsored by University of Evansville · Indiana · Educational Services
$193M in assets, 1,321 participants
University of Evansville's University of Evansville Defined Contribution Retirement Plan reported $193M in total assets and 1,321 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,279 in Educational Services (3,638 peers)
Coverage in Indiana
University of Evansville Defined Contribution Retirement Plan covers 1,321 participants in Indiana, 2.4x the typical Indiana plan (state average ~541 per filing). Assets: $193M.
- #3,279
- in Educational Services (3,638 peers)
- +2.9%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
University of Evansville Defined Contribution Retirement Plan's outsized position by total assets
University of Evansville Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$193,188,375 Top 6% higher than 94% 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 of Evansville 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. University of Evansville Defined Contribution Retirement Plan lands in the large band (1,321 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Evansville Defined Contribution Retirement Plan reported participants rose from 359 in the plan year 2023 filing to 1,321 in the plan year 2024 filing.
- University of Evansville Defined Contribution Retirement Plan reported net income fell from $15M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- University of Evansville Defined Contribution Retirement Plan end-of-year assets rose from $188M in the plan year 2023 filing to $193M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 350868074 · University of Evansville PY 2024 · Other
University of Evansville Defined Contribution Retirement Plan · $193M · 1,321 · 94th
- PCT $193M
- PCT 1,321
- PCT 94th
- PCT Other
- PCT near The Joslin Diabetes Center, Inc. Defined Contribution Retirement Plan
- PCT ind #3279
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 Indiana →
University of Evansville Defined Contribution Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $188M |
|---|---|
| Net Assets (End of Year) | $193M |
| Net Income | $5M |
| Employer EIN | 350868074 |
| Plan Effective Date | 1945-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Evansville)
Sponsor-wide plan assets over time
All University of Evansville plans reported in each filing year
- Latest sponsor-wide plan assets
- $193M 11.925552074576009% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 329 | $173M |
| 2023 | 1 | 359 | $188M |
| 2024 | 1 | 1,321 | $193M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
- Butler University Retirement Plan $373M · 3,285
University of Evansville Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is The Joslin Diabetes Center, Inc. Defined Contribution Retirement Plan in MA ($193M); by covered participants it is Mountain Park Health Center Retirement Plan in AZ (1,321 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($193M here).
- The Joslin Diabetes Center, Inc. Defined Contribution Retirement Plan (MA) $193M · 369
- Ford Foundation Savings Plan (NY) $193M · 325
- Ochsner Clinic Foundation 403(b) Plan (LA) $194M · 32,975
- Woman's Hospital Foundation 403(b) Retirement Savings Plan (LA) $192M · 2,460
Similar participant headcount
Nearest other-state filings by covered participants (1,321 participants); asset peers above are excluded.
- Mountain Park Health Center Retirement Plan (AZ) 1,321 · 0 off
- Brio Living Services 403(b) Plan (MI) 1,321 · 0 off
- Goodwill Industries of Arkansas, Inc. 403(b) Plan (AR) 1,322 · 1 off
- Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan (CA) 1,322 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.