Profit Sharing · DOL Form 5500 · 2022

Area Agency on Aging, Psa2 Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
135
Participants Small participant base
67th
Percentile by assets National rank
$82,945
Avg per participant Below avg balance/head
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Official DOL plan name: Area Agency on Aging, Psa2 403(b) Plan · Sponsored by Area Agency on Aging, Psa2 · Ohio · Healthcare & Social Assistance

$11M in assets, 135 participants

Area Agency on Aging, Psa2's Area Agency on Aging, Psa2 403(b) Plan reported $11M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,504 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Area Agency on Aging, Psa2 403(b) Plan covers 135 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#14,504
in Healthcare & Social Assistance (20,060 peers)
-18.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Area Agency on Aging, Psa2 403(b) Plan's outsized position by total assets

Area Agency on Aging, Psa2 403(b) Plan vs every filed plan by assets

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

$11,197,639 Top 33% higher than 67% 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

Area Agency on Aging, Psa2 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, Psa2 403(b) Plan sits mid-pack in the medium band (135 participants).

EBSA filing schedule strip

Filing strip 311361630 · Area Agency on Aging, Psa2 PY 2022 · Profit Sharing

Area Agency on Aging, Psa2 403(b) Plan · $11M · 135 · 67th

  • EIN $11M
  • EIN 135
  • EIN 67th
  • EIN Profit Sharing
  • EIN near Danco Anodizing, Inc. Profit Sharing Plan
  • EIN ind #14504

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, Psa2 403(b) Plan in the asset neighbourhood

Escambia Community Clinics, Inc. Dba Community Health Northwest Florida Retirement PlanEscambia Community Clinics, …$11MSaint Elizabeth Community 403(b) Retirement PlanSaint Elizabeth Community 40…$11MArea Agency on Aging, Psa2 403(b) PlanArea Agency on Aging, Psa2 4…$11MDanco Anodizing, Inc. Profit Sharing PlanDanco Anodizing, Inc. Profit…$11MExecutive Direction, Inc. - Profit Sharing PlanExecutive Direction, Inc. - …$11M
End-of-year total assets ($M) among Area Agency on Aging, Psa2 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN311361630
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Area Agency on Aging, Psa2)

Sponsor-wide plan assets over time

All Area Agency on Aging, Psa2 plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.66956632554416% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.2M $16M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 135 $11M
2023 1 138 $13M
2024 1 150 $16M

Nearby Profit Sharing Plans in Ohio

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

Area Agency on Aging, Psa2 403(b) Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Area Agency on Aging, Psa2 403(b) Plan, Total assets ($B): 0.011197639 · Participants: 135Area Agency on Aging, Psa2 403(b) PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Area Agency on Aging, Psa2 403(b) Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Area Agency on Aging, Psa2 403(b) Plan side-by-side with 3 peers →

Area Agency on Aging, Psa2 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Danco Anodizing, Inc. Profit Sharing Plan in CA ($11M); by covered participants it is Piedmont Driving Club Profit Sharing Plan in GA (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Area Agency on Aging, Psa2 403(b) Plan assets move in 2022? ▼
Area Agency on Aging, Psa2 403(b) Plan declined sharply - down 18.8% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Area Agency on Aging, Psa2 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Area Agency on Aging, Psa2's sponsor-wide assets grew 42.7%, from $11M to $16M.
Which Profit Sharing plans are similar in size to Area Agency on Aging, Psa2 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Danco Anodizing, Inc. Profit Sharing Plan in CA ($11M, 129 participants).
Which Profit Sharing plans cover a similar participant headcount to Area Agency on Aging, Psa2 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Piedmont Driving Club Profit Sharing Plan in GA (135 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311361630.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.