Plan5500

Mount St. Joseph University — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mount St. Joseph University (EIN 23-7179567) is a plan sponsor located in Cincinnati, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-7179567
Location
Cincinnati, OH
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Mount St. Joseph University

  • 2 loaded plans hold $64.1M in reported assets.
  • The largest, Mount St. Joseph University Defined Contribution Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,149 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$64.1MSummed across loaded plans$64,068,238
Total reported assets$64.1M$64,068,238
Total reported participants1.1K1,149
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$64.1M total assets
Net assets$64.1MLiabilities—
Contributions & income
Employer contributions$1.3M
Participant contributions$1.8M
Total income / additions$11.3M
Expenses & distributions
Benefits paid / distributions$9.7M
Total expenses$9.8M
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Mount St. Joseph University Defined Contribution Plan
Participants per plan575Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Mount St. Joseph University Defined Contribution Plan$64.1M
    Plan #001 · 871 participants · 2023
  2. 2
    Mount St. Joseph University Health & Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 278 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Mount St. Joseph University. Open one for its full reported snapshot.

  1. 2023
    Mount St. Joseph University Health & Welfare Benefits Plan278 participants · 2No schedules
    View filing →
  2. 2023
    Mount St. Joseph University Defined Contribution Plan871 participants · 2Sch HSch C
    View filing →

Related Form 5500 pages