Other · DOL Form 5500 · 2024
Ohio Wesleyan University Retirement Plan
Data updated 2026-08-25
- $194M
- Total assets Near avg plan size
- 519
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $374,459
- Avg per participant High balance/head
Official DOL plan name: Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan · Sponsored by Ohio Wesleyan University · Ohio · Educational Services
$194M in assets, 519 participants
Ohio Wesleyan University's Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan reported $194M in total assets and 519 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.
- #3,281 in Educational Services (3,638 peers)
Where Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan sits by assets
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $194M for 519 participants (~$374,459/participant), up 6.1% in 2024.
- #3,281
- in Educational Services (3,638 peers)
- +6.1%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan's outsized position by total assets
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$194,344,045 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
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity 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. Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan sits mid-pack in the medium band (519 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan reported net income fell from $15M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan end-of-year assets rose from $183M in the plan year 2023 filing to $194M in the plan year 2024 filing.
- Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan reported participants rose from 490 in the plan year 2023 filing to 519 in the plan year 2024 filing.
DOL schedule card
Filing strip 314379585 · Ohio Wesleyan University PY 2024 · Other
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan · $194M · 519 · 94th
- NET $194M
- BOOK 519
- VS-ST 94th
- BOY Other
- SCH near Concordia College Retirement Plan
- EBSA ind #3281
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 →
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $183M |
|---|---|
| Net Assets (End of Year) | $194M |
| Net Income | $11M |
| Employer EIN | 314379585 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ohio Wesleyan University)
Sponsor-wide plan assets over time
All Ohio Wesleyan University plans reported in each filing year
- Latest sponsor-wide plan assets
- $194M 15.639339367882615% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 468 | $168M |
| 2023 | 1 | 490 | $183M |
| 2024 | 1 | 519 | $194M |
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
Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Concordia College Retirement Plan in MN ($194M); by covered participants it is Northeast Kingdom Human Services, Inc. DC Plan in VT (520 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($194M here).
- Concordia College Retirement Plan (MN) $194M · 648
- Ochsner Clinic Foundation 403(b) Plan (LA) $194M · 32,975
- University of Miami Retirement Savings Plan II (FL) $195M · 1,414
- University of Evansville Defined Contribution Retirement Plan (IN) $193M · 1,321
Similar participant headcount
Nearest other-state filings by covered participants (519 participants); asset peers above are excluded.
- Northeast Kingdom Human Services, Inc. DC Plan (VT) 520 · 1 off
- Little Flower Children & Family Services Defined Contribution Pension Plan (NY) 518 · 1 off
- American College of Cardiology Defined Contribution Retirement Plan (DC) 520 · 1 off
- Pine Crest Preparatory School, Inc. 403(b) Plan (FL) 520 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.