Other · DOL Form 5500 · 2024

Walsh University, Inc. Retirement Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
303
Participants Below avg headcount
86th
Percentile by assets National rank
$200,435
Avg per participant Above avg balance/head
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Official DOL plan name: Walsh University Retirement Plan · Sponsored by Walsh University, Inc. · Ohio · Educational Services

$61M in assets, 303 participants

Walsh University, Inc.'s Walsh University Retirement Plan reported $61M in total assets and 303 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,735 in Educational Services (3,638 peers)

Coverage in Ohio

Walsh University Retirement Plan covers 303 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $61M.

#2,735
in Educational Services (3,638 peers)
+7.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Walsh University Retirement Plan's outsized position by total assets

Walsh University Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$60,731,794 Top 14% higher than 86% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Walsh University 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. Walsh University Retirement Plan sits mid-pack in the medium band (303 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Walsh University Retirement Plan reported participants fell from 433 in the plan year 2023 filing to 303 in the plan year 2024 filing.
  • Walsh University Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Walsh University Retirement Plan end-of-year assets rose from $57M in the plan year 2023 filing to $61M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 340868798 · Walsh University, Inc. PY 2024 · Other

Walsh University Retirement Plan · $61M · 303 · 86th

  • TYPE $61M
  • TYPE 303
  • TYPE 86th
  • TYPE Other
  • TYPE near Buckner Int'l 403b Retirement Savings Plan
  • TYPE ind #2735

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 →

Walsh University Retirement Plan in the asset neighbourhood

Oregon Episcopal School Defined Contribution Retirement PlanOregon Episcopal School Defi…$61MPace Academy, Inc. Tax Sheltered Annuity PlanPace Academy, Inc. Tax Shelt…$61MMental Health Center of Denver Retirement PlanMental Health Center of Denv…$61MBuckner Int'l 403b Retirement Savings PlanBuckner Int'l 403b Retiremen…$61MWalsh University Retirement PlanWalsh University Retirement …$61M
End-of-year total assets ($M) among Walsh University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$61M
Net Income$4M
Employer EIN340868798
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walsh University, Inc.)

Sponsor-wide plan assets over time

All Walsh University, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 16.865689747365895% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52M $60.7M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 442 $52M
2023 1 433 $57M
2024 1 303 $61M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Walsh University Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Walsh University Retirement Plan, Total assets ($B): 0.060731794 · Participants: 303Walsh University Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
Walsh University Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Walsh University Retirement Plan side-by-side with 3 peers →

Walsh University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Buckner Int'l 403b Retirement Savings Plan in TX ($61M); by covered participants it is New Communities, Inc. 403(b) Plan in ME (303 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (303 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.

Frequently Asked Questions

How did Walsh University Retirement Plan assets move in 2024? ▼
Walsh University Retirement Plan grew at a solid clip - up 7.1% during 2024, from $57M to $61M. Reported net income was $4M.
How have Walsh University, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walsh University, Inc.'s sponsor-wide assets grew 16.9%, from $52M to $61M.
Where does Walsh University Retirement Plan rank by assets among Form 5500 filers? ▼
Walsh University Retirement Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Walsh University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Buckner Int'l 403b Retirement Savings Plan in TX ($61M, 1,125 participants).
Which Other plans cover a similar participant headcount to Walsh University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is New Communities, Inc. 403(b) Plan in ME (303 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340868798.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.