Other · DOL Form 5500 · 2022
Old Trail School Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $171,299
- Avg per participant Above avg balance/head
Official DOL plan name: Old Trail School Defined Contribution Retirement Plan · Sponsored by Old Trail School · Ohio · Educational Services
$15M in assets, 89 participants
Old Trail School's Old Trail School Defined Contribution Retirement Plan reported $15M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,232 in Educational Services (4,024 peers)
Old Trail School multi-year trail
Old Trail School's plans moved +11.7% in assets from 2022 to 2024; this filing shows Old Trail School Defined Contribution Retirement Plan at $15M / 89 participants.
- #2,232
- in Educational Services (4,024 peers)
- -15.7%
- 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.
Old Trail School Defined Contribution Retirement Plan's outsized position by total assets
Old Trail School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,245,626 Top 27% higher than 73% 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
Old Trail School Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Old Trail School Defined Contribution Retirement Plan is a small filing (89 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 340737805 · Old Trail School PY 2022 · Other
Old Trail School Defined Contribution Retirement Plan · $15M · 89 · 73rd
- PART $15M
- TYPE 89
- NET 73rd
- BOOK Other
- VS-ST near Charles Cole Memorial Hospital Retirement Savings Plan
- BOY ind #2232
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 →
Old Trail School Defined Contribution Retirement Plan in the asset neighbourhood
Old Trail School multi-year asset trail
Sponsor-wide plan assets over time
All Old Trail School plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 11.694816598544396% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $15M |
| 2023 | 1 | 85 | $16M |
| 2024 | 1 | 89 | $17M |
Old Trail School filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 340737805 |
| Plan Effective Date | 1966-09-01 |
| Filing Status | FILING RECEIVED |
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
Old Trail School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Charles Cole Memorial Hospital Retirement Savings Plan in PA ($15M); by covered participants it is Marymount California University Defined Contribution Plan in CA (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (89 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.