Other · DOL Form 5500 · 2022
Heinzerling Community Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 331
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $25,568
- Avg per participant Low balance/head
Official DOL plan name: Heinzerling Community 403(b) Plan · Sponsored by Heinzerling Community · Ohio · Healthcare & Social Assistance
$8M in assets, 331 participants
Heinzerling Community's Heinzerling Community 403(b) Plan reported $8M in total assets and 331 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #13,493 in Healthcare & Social Assistance (20,060 peers)
Coverage in Ohio
Heinzerling Community 403(b) Plan covers 331 participants in Ohio, about 43% of the average Ohio filer (state average ~765 per filing). Assets: $8M.
- #13,493
- in Healthcare & Social Assistance (20,060 peers)
- -28.8%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heinzerling Community 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Heinzerling Community 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,462,977 Top 39% higher than 61% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heinzerling Community 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heinzerling Community 403(b) Plan sits mid-pack in the medium band (331 participants).
DOL schedule card
Filing strip 310668084 · Heinzerling Community PY 2022 · Other
Heinzerling Community 403(b) Plan · $8M · 331 · 61st
- RANK $8M
- PHOTO 331
- IND 61st
- EOY Other
- 5500 near Way Station, Inc. Retirement Plan
- ASSETS ind #13493
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Heinzerling Community 403(b) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$3M |
| Employer EIN | 310668084 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heinzerling Community)
Sponsor-wide plan assets over time
All Heinzerling Community plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 42.21208447098462% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 331 | $8M |
| 2023 | 1 | 352 | $10M |
| 2024 | 1 | 433 | $12M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
Heinzerling Community 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Way Station, Inc. Retirement Plan in MD ($8M); by covered participants it is Pace Academy, Inc. Tax Sheltered Annuity Plan in GA (331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (331 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.