Other · DOL Form 5500 · 2024
Malone University Human Resources Retirement Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 122
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $321,755
- Avg per participant High balance/head
Official DOL plan name: Malone University 403(b) DC Plan · Sponsored by Malone University Human Resources · Ohio · Educational Services
$39M in assets, 122 participants
Malone University Human Resources's Malone University 403(b) DC Plan reported $39M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #2,447 in Educational Services (3,638 peers)
Coverage in Ohio
Malone University 403(b) DC Plan covers 122 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $39M.
- #2,447
- in Educational Services (3,638 peers)
- +5.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Malone University 403(b) DC Plan's outsized position by total assets
Malone University 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,254,076 Top 19% higher than 81% 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
Malone University 403(b) 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. Malone University 403(b) DC Plan sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Malone University 403(b) DC Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Malone University 403(b) DC Plan reported participants fell from 131 in the plan year 2023 filing to 122 in the plan year 2024 filing.
- Malone University 403(b) DC Plan end-of-year assets rose from $37M in the plan year 2023 filing to $39M in the plan year 2024 filing.
DOL schedule card
Filing strip 340737794 · Malone University Human Resources PY 2024 · Other
Malone University 403(b) DC Plan · $39M · 122 · 81st
- BOY $39M
- SCH 122
- EBSA 81st
- PART Other
- TYPE near Oceana, Inc. Retirement Plan
- NET ind #2447
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 →
Malone University 403(b) DC Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $2M |
| Employer EIN | 340737794 |
| Plan Effective Date | 1959-03-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Malone University Human Resources)
Sponsor-wide plan assets over time
All Malone University Human Resources plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 12.548264214323087% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $35M |
| 2023 | 1 | 131 | $37M |
| 2024 | 1 | 122 | $39M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Malone University 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Oceana, Inc. Retirement Plan in DC ($39M); by covered participants it is Community Living and Learning, Inc. Tax Sheltered Annuity Plan in PA (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.
- Community Living and Learning, Inc. Tax Sheltered Annuity Plan (PA) 122 · 0 off
- New England Interstate Water Pollution Control Commission 403(b) Tax Sheltered Annuity Plan (MA) 122 · 0 off
- Utimco 403(b) Tax Sheltered Annuity Plan (TX) 122 · 0 off
- Tax Deferred Annuity Plan of Jefferson Regional Medical Center (AR) 122 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.