Other · DOL Form 5500 · 2022

Akron Urban Minority Alcohol and Drug Abuse Outreach Program Retirement Plan

Data updated 2026-08-25

$495K
Total assets Small plan by assets
16
Participants Small participant base
18th
Percentile by assets National rank
$30,921
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan · Sponsored by Akron Urban Minority Alcohol and Drug Abuse Outreach Program · Ohio · Other Services

$495K in assets, 16 participants

Akron Urban Minority Alcohol and Drug Abuse Outreach Program's Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan reported $495K in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,226 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan ranks #3,226 of 8,398 2022 filers by assets (4057% of the sector average)-$495K for 16 participants.

#3,226
in Other Services (8,398 peers)
-12.0%
assets change YoY

The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan among the smaller filed plans by assets

Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$494,737 18th percentile higher than 18% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan is a small filing (16 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 341726481 · Akron Urban Minority Alcohol and Drug Abuse Outreach Program PY 2022 · Other

Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan · $495K · 16 · 18th

  • EBSA $495K
  • EBSA 16
  • EBSA 18th
  • EBSA Other
  • EBSA near Community Assistance Network, Inc. 401(k) Plan
  • EBSA ind #3226

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 Other Services retirement plans → · Plans in Ohio →

Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan in the asset neighbourhood

Valley Achievement Center Employee Retirement Savings PlanValley Achievement Center Em…$498KThe Rescue Mission of Roanoke, Inc. 403(b) PlanThe Rescue Mission of Roanok…$499KHop Cycle Brewing Company Retirement PlanHop Cycle Brewing Company Re…$500KAkron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity PlanAkron Urban Minority Alcohol…$495KCommunity Assistance Network, Inc. 401(k) PlanCommunity Assistance Network…$494K
End-of-year total assets ($M) among Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$562K
Net Assets (End of Year)$495K
Net Income-$61K
Employer EIN341726481
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Akron Urban Minority Alcohol and Drug Abuse Outreach Program)

Sponsor-wide plan assets over time

All Akron Urban Minority Alcohol and Drug Abuse Outreach Program plans reported in each filing year

Latest sponsor-wide plan assets
$714K 44.22167737606041% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.49M $0.71M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 16 $495K
2023 1 15 $605K
2024 1 13 $714K

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan, Total assets ($B): 0.000494737 · Participants: 16Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants

Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Community Assistance Network, Inc. 401(k) Plan in MD ($494K); by covered participants it is Science Technology Corporation @ U N M Defined Contribution Plan in NM (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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.

Frequently Asked Questions

How did Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan assets move in 2022?
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan pulled back noticeably - down 12.0% during 2022, from $562K to $495K. Reported net income was -$61K.
How have Akron Urban Minority Alcohol and Drug Abuse Outreach Program plan assets changed over time?
Across 3 plan years on file (2022-2024), Akron Urban Minority Alcohol and Drug Abuse Outreach Program's sponsor-wide assets grew 44.2%, from $495K to $714K.
Where does Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan rank by assets among Form 5500 filers?
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan?
Among Other plans in other states, the closest by assets is Community Assistance Network, Inc. 401(k) Plan in MD ($494K, 142 participants).
Which Other plans cover a similar participant headcount to Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan?
Among Other plans in other states, the closest by covered participants is Science Technology Corporation @ U N M Defined Contribution Plan in NM (16 participants, $4M in assets).