Other · DOL Form 5500 · 2022
OHIOHEALTH Retirement Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 415
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $91,494
- Avg per participant Below avg balance/head
Official DOL plan name: O'bleness Memorial Hospital Tax Sheltered Annuity Plan · Sponsored by OHIOHEALTH · Ohio · Healthcare & Social Assistance
$38M in assets, 415 participants
OHIOHEALTH's O'bleness Memorial Hospital Tax Sheltered Annuity Plan reported $38M in total assets and 415 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #17,599 in Healthcare & Social Assistance (20,060 peers)
Where O'bleness Memorial Hospital Tax Sheltered Annuity Plan sits by assets
O'bleness Memorial Hospital Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $38M for 415 participants (~$91,494/participant), down 16.0% in 2022.
- #17,599
- in Healthcare & Social Assistance (20,060 peers)
- -16.0%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'bleness Memorial Hospital Tax Sheltered Annuity Plan's outsized position by total assets
O'bleness Memorial Hospital Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$37,970,130 Top 15% higher than 85% 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
O'bleness Memorial Hospital Tax Sheltered Annuity 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. O'bleness Memorial Hospital Tax Sheltered Annuity Plan sits mid-pack in the medium band (415 participants).
Plan-year Form 5500 strip
Filing strip 314446959 · OHIOHEALTH PY 2022 · Other
O'bleness Memorial Hospital Tax Sheltered Annuity Plan · $38M · 415 · 85th
- PHOTO $38M
- PHOTO 415
- PHOTO 85th
- PHOTO Other
- PHOTO near The New York Academy of Medicine Retirement Plan
- PHOTO ind #17599
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 →
O'bleness Memorial Hospital Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$7M |
| Employer EIN | 314446959 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (OHIOHEALTH)
Sponsor-wide plan assets over time
All OHIOHEALTH plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 15.278088328904852% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 415 | $38M |
| 2023 | 1 | 425 | $43M |
| 2024 | 1 | 428 | $44M |
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
O'bleness Memorial Hospital Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is The New York Academy of Medicine Retirement Plan in NY ($38M); by covered participants it is 403(b) Thrift Plan for Employees of Children's and Friend and Service in RI (415 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- The New York Academy of Medicine Retirement Plan (NY) $38M · 64
- Unity Health 403(b) Retirement Plan (AR) $38M · 1,345
- Democracy Prep Public Schools, 403(b) Retirement Plan (NY) $38M · 767
- The Browning School 403(b) Plan (NY) $38M · 202
Similar participant headcount
Nearest other-state filings by covered participants (415 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.