Other · DOL Form 5500 · 2024

Ohio Northern University Retirement Plan

Data updated 2026-08-25

$253M
Total assets Near avg plan size
507
Participants Below avg headcount
95th
Percentile by assets National rank
$498,698
Avg per participant High balance/head
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Official DOL plan name: Ohio Northern University Defined Contribution Retirement Plan · Sponsored by Ohio Northern University · Ohio · Educational Services

$253M in assets, 507 participants

Ohio Northern University's Ohio Northern University Defined Contribution Retirement Plan reported $253M in total assets and 507 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,353 in Educational Services (3,638 peers)

Where Ohio Northern University Defined Contribution Retirement Plan sits by assets

Ohio Northern University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $253M for 507 participants (~$498,698/participant), up 6.2% in 2024.

#3,353
in Educational Services (3,638 peers)
+6.2%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Ohio Northern University Defined Contribution Retirement Plan's outsized position by total assets

Ohio Northern University Defined Contribution Retirement Plan vs every filed plan by assets

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

$252,839,998 Top 5% higher than 95% 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

Ohio Northern 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. Ohio Northern University Defined Contribution Retirement Plan sits mid-pack in the medium band (507 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ohio Northern University Defined Contribution Retirement Plan reported net income rose from $8M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Ohio Northern University Defined Contribution Retirement Plan end-of-year assets rose from $238M in the plan year 2023 filing to $253M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 344429091 · Ohio Northern University PY 2024 · Other

Ohio Northern University Defined Contribution Retirement Plan · $253M · 507 · 95th

  • NET $253M
  • NET 507
  • NET 95th
  • NET Other
  • NET near Irc 403(b) Retirement Savings Plan
  • NET ind #3353

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 →

Ohio Northern University Defined Contribution Retirement Plan in the asset neighbourhood

University Health Physicians 403(b) Retirement PlanUniversity Health Physicians…$254MIrc 403(b) Retirement Savings PlanIrc 403(b) Retirement Saving…$253MOhio Northern University Defined Contribution Retirement PlanOhio Northern University Def…$253MHorace Mann School Retirement and Savings PlanHorace Mann School Retiremen…$252MDepauw University Retirement PlanDepauw University Retirement…$252M
End-of-year total assets ($M) among Ohio Northern University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$238M
Net Assets (End of Year)$253M
Net Income$15M
Employer EIN344429091
Plan Effective Date1960-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Northern University)

Sponsor-wide plan assets over time

All Ohio Northern University plans reported in each filing year

Latest sponsor-wide plan assets
$253M 9.865734937093242% vs 2022
2024 filing year
$220M$230M$240M$250M$260M 202220232024 $230M $253M ▲ +9.9%
Year Plans Participants Total Assets
2022 1 543 $230M
2023 1 509 $238M
2024 1 507 $253M

Nearby Other Plans in Ohio

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

Ohio Northern University Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Ohio Northern University Defined Contribution Retirement Plan, Total assets ($B): 0.252839998 · Participants: 507Ohio Northern University Defined Contribution Retirement 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
Ohio Northern University Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants

Ohio Northern University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Irc 403(b) Retirement Savings Plan in NY ($253M); by covered participants it is Whitworth University Retirement Plan in WA (507 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($253M here).

Similar participant headcount

Nearest other-state filings by covered participants (507 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 Ohio Northern University Defined Contribution Retirement Plan assets move in 2024?
Ohio Northern University Defined Contribution Retirement Plan grew at a solid clip - up 6.2% during 2024, from $238M to $253M. Reported net income was $15M.
How have Ohio Northern University plan assets changed over time?
Across 3 plan years on file (2022-2024), Ohio Northern University's sponsor-wide assets grew 9.9%, from $230M to $253M.
Where does Ohio Northern University Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Ohio Northern University Defined Contribution Retirement Plan ranks in the 95th 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 Ohio Northern University Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Irc 403(b) Retirement Savings Plan in NY ($253M, 3,600 participants).
Which Other plans cover a similar participant headcount to Ohio Northern University Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Whitworth University Retirement Plan in WA (507 participants, $98M in assets).