Other · DOL Form 5500 · 2024
John Carroll University Retirement Plan
Data updated 2026-08-25
- $207M
- Total assets Near avg plan size
- 625
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $330,521
- Avg per participant High balance/head
Official DOL plan name: John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan · Sponsored by John Carroll University · Ohio · Educational Services
$207M in assets, 625 participants
John Carroll University's John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan reported $207M in total assets and 625 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,299 in Educational Services (3,638 peers)
Where John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan sits by assets
John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan sits in the top 10% of all filed plans by assets, $207M for 625 participants (~$330,521/participant), up 6.5% in 2024.
- #3,299
- in Educational Services (3,638 peers)
- +6.5%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan's outsized position by total assets
John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$206,575,522 Top 6% higher than 94% 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
John Carroll University DC Retirement Plan Tax Deferred Annuity 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. John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (625 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan end-of-year assets rose from $194M in the plan year 2023 filing to $207M in the plan year 2024 filing.
- John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan reported participants rose from 616 in the plan year 2023 filing to 625 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 340714681 · John Carroll University PY 2024 · Other
John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan · $207M · 625 · 94th
- EIN $207M
- EIN 625
- EIN 94th
- EIN Other
- EIN near Ethical Culture Fieldston School 403(b) Retirement Plan
- EIN ind #3299
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 →
John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $194M |
|---|---|
| Net Assets (End of Year) | $207M |
| Net Income | $13M |
| Employer EIN | 340714681 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (John Carroll University)
Sponsor-wide plan assets over time
All John Carroll University plans reported in each filing year
- Latest sponsor-wide plan assets
- $207M 14.315228058649554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 603 | $181M |
| 2023 | 1 | 616 | $194M |
| 2024 | 1 | 625 | $207M |
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
John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Ethical Culture Fieldston School 403(b) Retirement Plan in NY ($206M); by covered participants it is 403(b) Thrift Plan for Community Action Project of Tulsa County, Inc. in OK (625 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($207M here).
- Ethical Culture Fieldston School 403(b) Retirement Plan (NY) $206M · 427
- Archbold Medical Center, Inc. 403(b) Employees Thrift Plan (GA) $206M · 2,883
- Hope College Invest Plan (MI) $207M · 1,022
- Hillsdale College Defined Contribution Retirement Plan (MI) $205M · 822
Similar participant headcount
Nearest other-state filings by covered participants (625 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.