Profit Sharing · DOL Form 5500 · 2022
Holden Arboretum Profit Sharing Plan
Data updated 2026-08-11
- $7M
- Total assets
- 128
- Participants
- 58th
- Percentile by assets
- $54,652
- Avg per participant
Official DOL plan name: Holden Forests & Gardens 403(b) Retirement Plan · Sponsored by Holden Arboretum · Ohio · Arts, Entertainment & Recreation
$7M in assets, 128 participants
Holden Arboretum's Holden Forests & Gardens 403(b) Retirement Plan reported $7M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- 58th percentile by assets (of 139,126 plans)
- #2,233 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in Ohio
Holden Forests & Gardens 403(b) Retirement Plan covers 128 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $7M.
- $7M
- total plan assets (2022 EOY)
- 128
- covered participants
- 58th
- percentile by assets (of 139,126 plans)
- $54,652
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Holden Forests & Gardens 403(b) Retirement Plan reports 128 participants - about 17% of that state average ($7M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 340750346 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holden Arboretum)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $7M |
| 2023 | 1 | 146 | $8M |
| 2024 | 1 | 165 | $9M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Holden Forests & Gardens 403(b) Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Holden Forests & Gardens 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Holden Forests & Gardens 403(b) Retirement Plan assets move in 2022? ▼
How have Holden Arboretum plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Holden Forests & Gardens 403(b) Retirement Plan? ▼
Next read for Holden Forests & Gardens 403(b) Retireme…
Filing takeaways
Ways to act on Holden Forests & Gardens 403(b) Retirement Plan's numbers.
- By total assets, Holden Forests & Gardens 403(b) Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Holden Arboretum's sponsor-wide assets have grown 35.3% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans