Other · DOL Form 5500 · 2022
Area Agency on Aging Region 9 Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $46,403
- Avg per participant Low balance/head
Official DOL plan name: Area Agency on Aging Region 9 Inc. 403(b) Plan · Sponsored by Area Agency on Aging Region 9 Inc. · Ohio · Healthcare & Social Assistance
$6M in assets, 140 participants
Area Agency on Aging Region 9 Inc.'s Area Agency on Aging Region 9 Inc. 403(b) Plan reported $6M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.
- #12,408 in Healthcare & Social Assistance (20,060 peers)
Coverage in Ohio
Area Agency on Aging Region 9 Inc. 403(b) Plan covers 140 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $6M.
- #12,408
- in Healthcare & Social Assistance (20,060 peers)
- -6.9%
- assets change YoY
The plan reported a net loss of $482K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Area Agency on Aging Region 9 Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Area Agency on Aging Region 9 Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,496,415 Top 44% higher than 56% 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
Area Agency on Aging Region 9 Inc. 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. Area Agency on Aging Region 9 Inc. 403(b) Plan sits mid-pack in the medium band (140 participants).
DOL schedule card
Filing strip 310887396 · Area Agency on Aging Region 9 Inc. PY 2022 · Other
Area Agency on Aging Region 9 Inc. 403(b) Plan · $6M · 140 · 56th
- NET $6M
- BOOK 140
- VS-ST 56th
- BOY Other
- SCH near Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan
- EBSA ind #12408
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 →
Area Agency on Aging Region 9 Inc. 403(b) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$482K |
| Employer EIN | 310887396 |
| Plan Effective Date | 1999-03-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Area Agency on Aging Region 9 Inc.)
Sponsor-wide plan assets over time
All Area Agency on Aging Region 9 Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 61.327578364374816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $6M |
| 2023 | 1 | 149 | $9M |
| 2024 | 1 | 154 | $10M |
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
Area Agency on Aging Region 9 Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan in IL ($6M); by covered participants it is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 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.