Other · DOL Form 5500 · 2022
Episcopal Retirement Homes, Inc. Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 542
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $29,173
- Avg per participant Low balance/head
Official DOL plan name: Episcopal Retirement Services Staff Retirement Plan · Sponsored by Episcopal Retirement Homes, Inc. · Ohio · Healthcare & Social Assistance
$16M in assets, 542 participants
Episcopal Retirement Homes, Inc.'s Episcopal Retirement Services Staff Retirement Plan reported $16M in total assets and 542 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.
- #15,614 in Healthcare & Social Assistance (20,060 peers)
Episcopal Retirement Homes, Inc. multi-year trail
Episcopal Retirement Homes, Inc.'s plans moved +28.5% in assets from 2022 to 2024; this filing shows Episcopal Retirement Services Staff Retirement Plan at $16M / 542 participants.
- #15,614
- in Healthcare & Social Assistance (20,060 peers)
- -22.9%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Episcopal Retirement Services Staff Retirement Plan's outsized position by total assets
Episcopal Retirement Services Staff Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,811,792 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
Episcopal Retirement Services Staff 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. Episcopal Retirement Services Staff Retirement Plan sits mid-pack in the medium band (542 participants).
Form 5500 schedule snapshot
Filing strip 310554071 · Episcopal Retirement Homes, Inc. PY 2022 · Other
Episcopal Retirement Services Staff Retirement Plan · $16M · 542 · 73rd
- EOY $16M
- 5500 542
- ASSETS 73rd
- PCT Other
- EIN near Montgomery Hospice Employee and Employer Contribution Plan
- RANK ind #15614
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 →
Episcopal Retirement Services Staff Retirement Plan in the asset neighbourhood
Episcopal Retirement Homes, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Episcopal Retirement Homes, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 28.52381943804978% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 542 | $16M |
| 2023 | 1 | 538 | $18M |
| 2024 | 1 | 614 | $20M |
Episcopal Retirement Homes, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$5M |
| Employer EIN | 310554071 |
| Plan Effective Date | 1989-01-01 |
| 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
Episcopal Retirement Services Staff Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Montgomery Hospice Employee and Employer Contribution Plan in MD ($16M); by covered participants it is Lynn University Defined Contribution Retirement Plan in FL (541 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (542 participants); asset peers above are excluded.
- Lynn University Defined Contribution Retirement Plan (FL) 541 · 1 off
- Harbor Health Services, Inc. 403(b) Plan (MA) 541 · 1 off
- Wingate University Retirement Plan (NC) 541 · 1 off
- American College of Radiology 403(b) Plan (VA) 543 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.