Other · DOL Form 5500 · 2024

University of Dayton Retirement Plan

Data updated 2026-08-25

$667M
Total assets Above avg plan size
4,399
Participants Above avg headcount
98th
Percentile by assets National rank
$151,688
Avg per participant Above avg balance/head
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Official DOL plan name: University of Dayton Tda Plan · Sponsored by University of Dayton · Ohio · Educational Services

$667M in assets, 4,399 participants

University of Dayton's University of Dayton Tda Plan reported $667M in total assets and 4,399 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,525 in Educational Services (3,638 peers)

Coverage in Ohio

University of Dayton Tda Plan covers 4,399 participants in Ohio, 5.8x the typical Ohio plan (state average ~765 per filing). Assets: $667M.

#3,525
in Educational Services (3,638 peers)
+8.4%
assets growth YoY
6.7×
vs typical plan assets (national mean)

University of Dayton Tda Plan's outsized position by total assets

University of Dayton Tda Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$667,275,095 Top 2% higher than 98% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

University of Dayton Tda 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 Dayton Tda Plan lands in the large band (4,399 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Dayton Tda Plan reported net income fell from $75M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • University of Dayton Tda Plan end-of-year assets rose from $616M in the plan year 2023 filing to $667M in the plan year 2024 filing.
  • University of Dayton Tda Plan reported participants rose from 4,308 in the plan year 2023 filing to 4,399 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 310536715 · University of Dayton PY 2024 · Other

University of Dayton Tda Plan · $667M · 4,399 · 98th

  • 5500 $667M
  • ASSETS 4,399
  • PCT 98th
  • EIN Other
  • RANK near Hartford Healthcare 403(b) Plan
  • PHOTO ind #3525

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 of Dayton Tda Plan in the asset neighbourhood

Bucknell University Defined Contribution Retirement PlanBucknell University Defined …$673MThe New School 403(b) Retirement PlanThe New School 403(b) Retire…$670MUniversity of Dayton Tda Plan$667MHartford Healthcare 403(b) PlanHartford Healthcare 403(b) P…$666MRoper St. Francis Healthcare 403(b) PlanRoper St. Francis Healthcare…$664M
End-of-year total assets ($M) among University of Dayton Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$616M
Net Assets (End of Year)$667M
Net Income$52M
Employer EIN310536715
Plan Effective Date1955-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Dayton)

Sponsor-wide plan assets over time

All University of Dayton plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 24.275166699221497% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B 202220232024 $0.84B $1.05B ▲ +25.0%
Year Plans Participants Total Assets
2022 2 5,787 $844M
2023 2 7,388 $963M
2024 2 7,529 $1.0B

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

University of Dayton Tda Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 0246810 Total assets ($B) Participants University of Dayton Tda Plan, Total assets ($B): 0.667275095 · Participants: 4399University of Dayton Tda PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
University of Dayton Tda Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare University of Dayton Tda Plan side-by-side with 3 peers →

University of Dayton Tda Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Hartford Healthcare 403(b) Plan in CT ($666M); by covered participants it is Umass Memorial Health Care 403(b) Plan in MA (4,397 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($667M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,399 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.

Frequently Asked Questions

How did University of Dayton Tda Plan assets move in 2024? ▼
University of Dayton Tda Plan grew at a solid clip - up 8.4% during 2024, from $616M to $667M. Reported net income was $52M.
How have University of Dayton plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Dayton's sponsor-wide assets grew 24.3%, from $844M to $1.0B.
Where does University of Dayton Tda Plan rank by assets among Form 5500 filers? ▼
University of Dayton Tda Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of Dayton Tda Plan? ▼
Among Other plans in other states, the closest by assets is Hartford Healthcare 403(b) Plan in CT ($666M, 4,887 participants).
Which Other plans cover a similar participant headcount to University of Dayton Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Umass Memorial Health Care 403(b) Plan in MA (4,397 participants, $650M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 310536715.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.