Other · DOL Form 5500 · 2024
Butler University Retirement Plan
Data updated 2026-08-25
- $373M
- Total assets Above avg plan size
- 3,285
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $113,675
- Avg per participant Below avg balance/head
Official DOL plan name: Butler University Retirement Plan · Sponsored by Butler University · Indiana · Educational Services
$373M in assets, 3,285 participants
Butler University's Butler University Retirement Plan reported $373M in total assets and 3,285 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.
- #3,438 in Educational Services (3,638 peers)
Coverage in Indiana
Butler University Retirement Plan covers 3,285 participants in Indiana, 6.1x the typical Indiana plan (state average ~541 per filing). Assets: $373M.
- #3,438
- in Educational Services (3,638 peers)
- +8.8%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
Butler University Retirement Plan's outsized position by total assets
Butler University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$373,421,837 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
Butler University 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. Butler University Retirement Plan lands in the large band (3,285 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Butler University Retirement Plan reported net income fell from $38M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Butler University Retirement Plan end-of-year assets rose from $343M in the plan year 2023 filing to $373M in the plan year 2024 filing.
- Butler University Retirement Plan reported participants rose from 3,137 in the plan year 2023 filing to 3,285 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 350867977 · Butler University PY 2024 · Other
Butler University Retirement Plan · $373M · 3,285 · 96th
- NET $373M
- BOOK 3,285
- VS-ST 96th
- BOY Other
- SCH near One Brooklyn Health 403(b) Retirement Plan
- EBSA ind #3438
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 →
Butler University Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $343M |
|---|---|
| Net Assets (End of Year) | $373M |
| Net Income | $30M |
| Employer EIN | 350867977 |
| Plan Effective Date | 1971-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Butler University)
Sponsor-wide plan assets over time
All Butler University plans reported in each filing year
- Latest sponsor-wide plan assets
- $373M 22.20845670243947% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 985 | $306M |
| 2023 | 1 | 3,137 | $343M |
| 2024 | 1 | 3,285 | $373M |
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
- Depauw University Retirement Plan $252M · 700
Butler University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is One Brooklyn Health 403(b) Retirement Plan in NY ($374M); by covered participants it is University of Michigan Health - West 403(b) Retirement Savings Plan in MI (3,285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($373M here).
- One Brooklyn Health 403(b) Retirement Plan (NY) $374M · 4,104
- University of San Francisco Voluntary Retirement Plan (CA) $374M · 2,889
- Clarkson University Pension Plan (NY) $373M · 804
- Tufts Medical Center, Inc. Retirement Savings Plan - 403(b) (MA) $373M · 1,812
Similar participant headcount
Nearest other-state filings by covered participants (3,285 participants); asset peers above are excluded.
- University of Michigan Health - West 403(b) Retirement Savings Plan (MI) 3,285 · 0 off
- Tulane University Faculty and Administrative 403(b) Retirement Plan (LA) 3,284 · 1 off
- San Diego State University Foundation Defined Contribution Retirement Plan (CA) 3,273 · 12 off
- Chapters Health System, Inc. Retirement Plan (FL) 3,297 · 12 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.