Money Purchase · DOL Form 5500 · 2024
University of Dayton Money Purchase Plan
Data updated 2026-08-25
- $382M
- Total assets Above avg plan size
- 3,130
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $122,050
- Avg per participant Near avg balance/head
Official DOL plan name: University of Dayton Defined Contribution Retirement Plan · Sponsored by University of Dayton · Ohio · Educational Services
$382M in assets, 3,130 participants
University of Dayton's University of Dayton Defined Contribution Retirement Plan reported $382M in total assets and 3,130 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,447 in Educational Services (3,638 peers)
Coverage in Ohio
University of Dayton Defined Contribution Retirement Plan covers 3,130 participants in Ohio, 4.1x the typical Ohio plan (state average ~765 per filing). Assets: $382M.
- #3,447
- in Educational Services (3,638 peers)
- +9.9%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
University of Dayton Defined Contribution Retirement Plan's outsized position by total assets
University of Dayton Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$382,016,647 Top 4% higher than 96% 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 Dayton 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 Dayton Defined Contribution Retirement Plan lands in the large band (3,130 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Dayton Defined Contribution Retirement Plan reported net income fell from $44M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- University of Dayton Defined Contribution Retirement Plan end-of-year assets rose from $348M in the plan year 2023 filing to $382M in the plan year 2024 filing.
- University of Dayton Defined Contribution Retirement Plan reported participants rose from 3,080 in the plan year 2023 filing to 3,130 in the plan year 2024 filing.
DOL schedule card
Filing strip 310536715 · University of Dayton PY 2024 · Money Purchase
University of Dayton Defined Contribution Retirement Plan · $382M · 3,130 · 96th
- NET $382M
- NET 3,130
- NET 96th
- NET Money Purchase
- NET near Pamcah-Ua Local 675 Annuity Plan
- NET ind #3447
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 Defined Contribution Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $348M |
|---|---|
| Net Assets (End of Year) | $382M |
| Net Income | $34M |
| Employer EIN | 310536715 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,787 | $844M |
| 2023 | 2 | 7,388 | $963M |
| 2024 | 2 | 7,529 | $1.0B |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.7B · 47,538
- The Cleveland Clinic Foundation Cash Balance Plan $1.6B · 4,957
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $533M · 7,205
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $376M · 2,118
- Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan $354M · 2,346
University of Dayton Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Pamcah-Ua Local 675 Annuity Plan in HI ($383M); by covered participants it is Southern Carpenters Supplemental Pension Plan in TN (3,142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($382M here).
- Pamcah-Ua Local 675 Annuity Plan (HI) $383M · 1,504
- North Central States Regional Council of Carpenters Supplemental Retirement Plan (WI) $378M · 10,854
- West Virginia University Medical Corporation Retirement Plan (WV) $392M · 1,946
- Ironworkers Local 11 Annuity Fund (NJ) $395M · 1,148
Similar participant headcount
Nearest other-state filings by covered participants (3,130 participants); asset peers above are excluded.
- Southern Carpenters Supplemental Pension Plan (TN) 3,142 · 12 off
- Educational Testing Service 401(a) Retirement Plan (NJ) 3,097 · 33 off
- Alro Steel Corporation and Subsidiaries Retirement/401(k) Plan (Money Purchase Portion) (MI) 3,087 · 43 off
- Iatse Local 8 Annuity Fund (PA) 3,078 · 52 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.