Other · DOL Form 5500 · 2024
The Miami Valley School Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 97
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $208,268
- Avg per participant Above avg balance/head
Official DOL plan name: Miami Valley School DC Retirement Plan · Sponsored by The Miami Valley School · Ohio · Educational Services
$20M in assets, 97 participants
The Miami Valley School's Miami Valley School DC Retirement Plan reported $20M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #1,938 in Educational Services (3,638 peers)
What the 2024 filing shows
Miami Valley School DC Retirement Plan holds $20M for 97 participants - about $208,268 per participant, above the median plan by assets.
- #1,938
- in Educational Services (3,638 peers)
- +3.3%
- assets growth YoY
Miami Valley School DC Retirement Plan's outsized position by total assets
Miami Valley School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,201,967 Top 30% higher than 70% 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
Miami Valley School DC Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Miami Valley School DC Retirement Plan is a small filing (97 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Miami Valley School DC Retirement Plan reported participants fell from 180 in the plan year 2023 filing to 97 in the plan year 2024 filing.
- Miami Valley School DC Retirement Plan reported net income fell from $810K in the plan year 2023 filing to $643K in the plan year 2024 filing.
- Miami Valley School DC Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 310591154 · The Miami Valley School PY 2024 · Other
Miami Valley School DC Retirement Plan · $20M · 97 · 70th
- SCH $20M
- EBSA 97
- PART 70th
- TYPE Other
- NET near Hospice & Palliative Carecenter 403(b) Retirement Plan
- BOOK ind #1938
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 →
Miami Valley School DC Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $643K |
| Employer EIN | 310591154 |
| Plan Effective Date | 1969-09-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Miami Valley School)
Sponsor-wide plan assets over time
All The Miami Valley School plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 7.748961470482913% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $19M |
| 2023 | 1 | 180 | $20M |
| 2024 | 1 | 97 | $20M |
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
Miami Valley School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Hospice & Palliative Carecenter 403(b) Retirement Plan in NC ($20M); by covered participants it is Walnut Hill School Defined Contribution Retirement Plan in MA (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.
- Walnut Hill School Defined Contribution Retirement Plan (MA) 97 · 0 off
- Morrow Memorial Home for the Aged, Inc. (WI) 97 · 0 off
- The Schenck School Retirement Plan (GA) 97 · 0 off
- Three Square 403(b) Plan (NV) 97 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.