Other · DOL Form 5500 · 2024
Capital University Retirement Plan
Data updated 2026-08-25
- $175M
- Total assets Near avg plan size
- 463
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $377,703
- Avg per participant High balance/head
Official DOL plan name: Capital University 403(b) Retirement Plan · Sponsored by Capital University · Ohio · Educational Services
$175M in assets, 463 participants
Capital University's Capital University 403(b) Retirement Plan reported $175M in total assets and 463 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.
- #3,245 in Educational Services (3,638 peers)
Where Capital University 403(b) Retirement Plan sits by assets
Capital University 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $175M for 463 participants (~$377,703/participant), up 4.3% in 2024.
- #3,245
- in Educational Services (3,638 peers)
- +4.3%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Capital University 403(b) Retirement Plan's outsized position by total assets
Capital University 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$174,876,634 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
Capital University 403(b) 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. Capital University 403(b) Retirement Plan sits mid-pack in the medium band (463 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capital University 403(b) Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Capital University 403(b) Retirement Plan end-of-year assets rose from $168M in the plan year 2023 filing to $175M in the plan year 2024 filing.
- Capital University 403(b) Retirement Plan reported participants fell from 474 in the plan year 2023 filing to 463 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 314379435 · Capital University PY 2024 · Other
Capital University 403(b) Retirement Plan · $175M · 463 · 94th
- BOOK $175M
- BOOK 463
- BOOK 94th
- BOOK Other
- BOOK near Norc, Inc. Supplemental Retirement Plan
- BOOK ind #3245
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 →
Capital University 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $168M |
|---|---|
| Net Assets (End of Year) | $175M |
| Net Income | $7M |
| Employer EIN | 314379435 |
| Plan Effective Date | 1966-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital University)
Sponsor-wide plan assets over time
All Capital University plans reported in each filing year
- Latest sponsor-wide plan assets
- $175M 12.678741608355304% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 381 | $155M |
| 2023 | 1 | 474 | $168M |
| 2024 | 1 | 463 | $175M |
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
Capital University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Norc, Inc. Supplemental Retirement Plan in IL ($175M); by covered participants it is Champlain College Defined Contribution Retirement Plan in VT (463 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($175M here).
- Norc, Inc. Supplemental Retirement Plan (IL) $175M · 2,925
- Family Health Centers of San Diego Tax Deferred Annuity Plan (CA) $175M · 2,375
- Exeter Health Resources 403(b) Retirement Savings Plan (NH) $175M · 2,494
- Gannon University Defined Contribution Plan (PA) $175M · 1,064
Similar participant headcount
Nearest other-state filings by covered participants (463 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.