Plan5500

Mount St. Joseph University Defined Contribution Plan — Form 5500 plan (Mount St. Joseph University)

Plain-English plan 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 Defined Contribution Plan is a benefit plan reported by Mount St. Joseph University under EIN 23-7179567 and plan number 001. The latest loaded filing year is 2023. The filing reports 871 participants and $64,068,238 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$64.1MPlan net assets, end of year$64,068,238
Participants871Covered participants reported
Assets / participant$73.6KComputed: assets ÷ participants$73,557 (computed)
Provider compensation$118.6K3 Schedule C provider row(s)$118,607
Plan sponsor
Mount St. Joseph University
EIN
23-7179567
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    871 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$64.1M total assets
Net assets$64.1MLiabilities—
Money in vs. money out
Total income / additions$11.3M
Total expenses$9.8M
Benefits paid / distributions$9.7M
Contributions
Employer$1.3M
Participant$1.8M
Full reported line items

Net assets

Total assets (EOY)
$64,068,238
Net assets (EOY)
$64,068,238
Net assets (BOY)
$62,517,162

Income & contributions

Employer contributions
$1,288,068
Participant contributions
$1,752,676
Total contributions
$3,382,087
Total income / additions
$11,346,505

Expenses & distributions

Benefits paid
$9,722,006
Administrative expenses
$73,423
Total expenses
$9,795,429
Net increase / (decrease)
$1,551,076
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income86%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Teachers Insurance & Annuity Assoc$65.4K
    Direct $65.4K
  2. 2
    Sage Point Financial Inc.$46.4K
    Direct $46.4K
  3. 3
    Forvis, Llp$6.8K
    Direct $6.8K

Related Form 5500 pages