Profit Sharing · DOL Form 5500 · 2022
Holden Arboretum Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $54,652
- Avg per participant Low balance/head
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.
- #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.
- #2,233
- in Arts, Entertainment & Recreation (3,077 peers)
- -20.2%
- assets change YoY
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.
Holden Forests & Gardens 403(b) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Holden Forests & Gardens 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,995,445 Top 42% higher than 58% 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
Holden Forests & Gardens 403(b) Retirement 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. Holden Forests & Gardens 403(b) Retirement Plan sits mid-pack in the medium band (128 participants).
Form 5500 schedule snapshot
Filing strip 340750346 · Holden Arboretum PY 2022 · Profit Sharing
Holden Forests & Gardens 403(b) Retirement Plan · $7M · 128 · 58th
- RANK $7M
- RANK 128
- RANK 58th
- RANK Profit Sharing
- RANK near Seachange Printing & Marketing Services, LLC 401(k) Plan
- RANK ind #2233
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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →
Holden Forests & Gardens 403(b) Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Holden Arboretum plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 35.30394420941055% vs 2022
- 2024 filing year
| 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.
- 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
Holden Forests & Gardens 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Seachange Printing & Marketing Services, LLC 401(k) Plan in MN ($7M); by covered participants it is Defined Contribution Pension Plan for Employees of Presbyterian Manor in TX (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (128 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.