Other · DOL Form 5500 · 2024

Ottawa University Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
517
Participants Below avg headcount
82nd
Percentile by assets National rank
$79,979
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ottawa University DC Plan · Sponsored by Ottawa University · Kansas · Educational Services

$41M in assets, 517 participants

Ottawa University's Ottawa University DC Plan reported $41M in total assets and 517 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,479 in Educational Services (3,638 peers)

Where Ottawa University DC Plan sits by assets

Ottawa University DC Plan sits in the top quartile of all filed plans by assets, $41M for 517 participants (~$79,979/participant), up 7.3% in 2024.

#2,479
in Educational Services (3,638 peers)
+7.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ottawa University DC Plan's outsized position by total assets

Ottawa University DC Plan vs every filed plan by assets

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

$41,349,343 Top 18% higher than 82% 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

Ottawa University DC 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. Ottawa University DC Plan sits mid-pack in the medium band (517 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ottawa University DC Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Ottawa University DC Plan end-of-year assets rose from $39M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Ottawa University DC Plan reported participants rose from 496 in the plan year 2023 filing to 517 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 480543772 · Ottawa University PY 2024 · Other

Ottawa University DC Plan · $41M · 517 · 82nd

  • ASSETS $41M
  • ASSETS 517
  • ASSETS 82nd
  • ASSETS Other
  • ASSETS near Public Media Group of Southern California 403(b) Retirement Plan
  • ASSETS ind #2479

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 Kansas →

Ottawa University DC Plan in the asset neighbourhood

Trout Unlimited Section 403(b) Retirement PlanTrout Unlimited Section 403(…$41MOglethorpe University 403(b) Retirement ProgramOglethorpe University 403(b)…$41MOttawa University DC Plan$41MPublic Media Group of Southern California 403(b) Retirement PlanPublic Media Group of Southe…$41MTiaa-Cref Retirement Plan for Staff and Faculty of Webb SchoolTiaa-Cref Retirement Plan fo…$41M
End-of-year total assets ($M) among Ottawa University DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$41M
Net Income$3M
Employer EIN480543772
Plan Effective Date1975-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ottawa University)

Sponsor-wide plan assets over time

All Ottawa University plans reported in each filing year

Latest sponsor-wide plan assets
$41M 18.190018727198755% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $35M $41.4M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 349 $35M
2023 1 496 $39M
2024 1 517 $41M

Nearby Other Plans in Kansas

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

Ottawa University DC Plan vs. nearby Other plans in Kansas, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 0200400600800 Total assets ($M) Participants Ottawa University DC Plan, Total assets ($M): 41.349343 · Participants: 517Ottawa University DC PlanStormont-Vail Healthcare Employee 403(b) Plan, Total assets ($M): 633.87582 · Participants: 5973Stormont-Vail Healthcare Employee 403(b) PlanHays Medical Center Employee's Tax Deferred Annuity Plan, Total assets ($M): 115.483743 · Participants: 1505Hays Medical Center Employee's Tax Deferred Annuity PlanMidwest Transplant Network, Inc. 403(b) Retirement Plan, Total assets ($M): 51.479858 · Participants: 236Midwest Transplant Network, Inc. 403(b) Retirement PlanNachri Tax Deferred Annuity Plan, Total assets ($M): 38.254763 · Participants: 164Nachri Tax Deferred Annuity PlanGreat Plains Health Alliance Tax Deferred Annuity Plan, Total assets ($M): 37.898602 · Participants: 938Great Plains Health Alliance Tax Deferred Annuity Plan
Ottawa University DC Plan vs. nearby Other plans in Kansas, assets vs. participants
Compare Ottawa University DC Plan side-by-side with 3 peers →

Ottawa University DC Plan's out-of-state Other peers by assets and headcount

Outside Kansas, the nearest Other by assets is Public Media Group of Southern California 403(b) Retirement Plan in CA ($41M); by covered participants it is Centre College Retirement Plan in KY (517 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (517 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 Ottawa University DC Plan assets move in 2024? ▼
Ottawa University DC Plan grew at a solid clip - up 7.3% during 2024, from $39M to $41M. Reported net income was $3M.
How have Ottawa University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ottawa University's sponsor-wide assets grew 18.2%, from $35M to $41M.
Where does Ottawa University DC Plan rank by assets among Form 5500 filers? ▼
Ottawa University DC Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Ottawa University DC Plan? ▼
Among Other plans in other states, the closest by assets is Public Media Group of Southern California 403(b) Retirement Plan in CA ($41M, 169 participants).
Which Other plans cover a similar participant headcount to Ottawa University DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Centre College Retirement Plan in KY (517 participants, $112M 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 480543772.

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.