Depauw University Retirement Plan

• Opportunity

  Low returns

  Annual investment return is in the bottom quintile of the peer cohort.

  Schedule H, line 2
• Opportunity

  Few collective trusts

  0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.

  Schedule H, line 4i
• Informational

  Wind-down / frozen

  Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

  Lines 6a and 6g
• Informational

  Recently cancelled plan

  Plan reported a final filing / termination within the last year.

  Part I, line B

Industry

61 - Educational Services

Plan type

Defined contribution

Participants

<25

Cohort

8,677 peers

Snapshot

2025

Target-date series: JPMorgan SmartRetirement, mutual fund, 17% of fund dollars

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

• 2F
  ERISA section 404(c) plan

  This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
• 2G
  Total participant-directed account plan

  Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
• 2K
  Code section 401(m) arrangement

  Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
• 2L
  Code section 403(b)(1) arrangement

  Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
• 2M
  Code section 403(b)(7) accounts

  Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.