Other · DOL Form 5500 · 2024
University of Mount Union Retirement Plan
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 412
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $250,716
- Avg per participant Above avg balance/head
Official DOL plan name: University of Mount Union Defined Contribution Retirement Plan · Sponsored by University of Mount Union · Ohio · Educational Services
$103M in assets, 412 participants
University of Mount Union's University of Mount Union Defined Contribution Retirement Plan reported $103M in total assets and 412 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #3,048 in Educational Services (3,638 peers)
Where University of Mount Union Defined Contribution Retirement Plan sits by assets
University of Mount Union Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $103M for 412 participants (~$250,716/participant), up 8.1% in 2024.
- #3,048
- in Educational Services (3,638 peers)
- +8.1%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
University of Mount Union Defined Contribution Retirement Plan's outsized position by total assets
University of Mount Union Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$103,294,862 Top 9% higher than 91% 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
University of Mount Union 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. University of Mount Union Defined Contribution Retirement Plan sits mid-pack in the medium band (412 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Mount Union Defined Contribution Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- University of Mount Union Defined Contribution Retirement Plan end-of-year assets rose from $96M in the plan year 2023 filing to $103M in the plan year 2024 filing.
- University of Mount Union Defined Contribution Retirement Plan reported participants rose from 404 in the plan year 2023 filing to 412 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 340714687 · University of Mount Union PY 2024 · Other
University of Mount Union Defined Contribution Retirement Plan · $103M · 412 · 91st
- VS-ST $103M
- VS-ST 412
- VS-ST 91st
- VS-ST Other
- VS-ST near St. Paul's School Defined Contribution Retirement Plan
- VS-ST ind #3048
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 →
University of Mount Union Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $96M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | $8M |
| Employer EIN | 340714687 |
| Plan Effective Date | 1936-06-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Mount Union)
Sponsor-wide plan assets over time
All University of Mount Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $103M 20.507297727305975% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 407 | $86M |
| 2023 | 1 | 404 | $96M |
| 2024 | 1 | 412 | $103M |
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
University of Mount Union Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is St. Paul's School Defined Contribution Retirement Plan in NH ($103M); by covered participants it is Mcpherson Hospital Inc. Tax Deferred Annuity Plan in KS (412 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
- St. Paul's School Defined Contribution Retirement Plan (NH) $103M · 327
- Butler Memorial Hospital 403(b) Plan (PA) $103M · 1,899
- Poly Prep Country Day School Defined Contribution Plan (NY) $103M · 297
- Faith Regional Health Services Tax Deferred Annuity Plan (NE) $104M · 1,403
Similar participant headcount
Nearest other-state filings by covered participants (412 participants); asset peers above are excluded.
- Mcpherson Hospital Inc. Tax Deferred Annuity Plan (KS) 412 · 0 off
- Elwyn New Jersey 403(b) Plan (PA) 413 · 1 off
- Pennsylvania Psychiatric Institute Retirement Plan (PA) 411 · 1 off
- Greenwich Country Day School Defined Contribution Plan (CT) 411 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.