ESOP · DOL Form 5500 · 2022
Third Federal Savings and Loan Association of Cleveland ESOP
Data updated 2026-08-11
- $135M
- Total assets
- 973
- Participants
- 94th
- Percentile by assets
- $138,914
- Avg per participant
Official DOL plan name: Third Federal Savings Associate Stock Ownership Plan · Sponsored by Third Federal Savings and Loan Association of Cleveland · Ohio · Finance & Insurance
$135M in assets, 973 participants
Third Federal Savings and Loan Association of Cleveland's Third Federal Savings Associate Stock Ownership Plan reported $135M in total assets and 973 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #8,375 in Finance & Insurance (9,261 peers)
Where Third Federal Savings Associate Stock Ownership Plan sits by assets
Third Federal Savings Associate Stock Ownership Plan sits in the top 10% of all filed plans by assets, $135M for 973 participants (~$138,914/participant), down 20.7% in 2022.
- $135M
- total plan assets (2022 EOY)
- 973
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $138,914
- avg assets per participant
The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Third Federal Savings Associate Stock Ownership Plan vs the 2022 asset distribution
By assets, Third Federal Savings Associate Stock Ownership Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $170M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | -$28M |
| Employer EIN | 340573493 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Third Federal Savings and Loan Association of Cleveland)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,242 | $377M |
| 2023 | 3 | 2,235 | $411M |
| 2024 | 3 | 2,148 | $396M |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
Third Federal Savings Associate Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 30,782
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.4B · 1,000
- Advanced Drainage Systems, Inc. Employee Stock Ownership Plan $559M · 3,337
- Messer Inc. Employee Stock Ownership Plan $557M · 808
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $445M · 407
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Third Federal Savings Associate Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Third Federal Savings Associate Stock Ownership Plan assets move in 2022? ▼
How have Third Federal Savings and Loan Association of Cleveland plan assets changed over time? ▼
Where does Third Federal Savings Associate Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Third Federal Savings Associate Stock Ownership Plan's numbers.
- By total assets, Third Federal Savings Associate Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
- Third Federal Savings and Loan Association of Cleveland's sponsor-wide assets have grown 5.0% since 2022 across 3 plan years on file. More Finance & Insurance plans