Other · DOL Form 5500 · 2022

Coleman Professional Services Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
837
Participants Near avg headcount
68th
Percentile by assets National rank
$14,175
Avg per participant Low balance/head
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Official DOL plan name: Coleman Professional Services Employees 403b Plan · Sponsored by Coleman Professional Services Inc. · Ohio · Healthcare & Social Assistance

$12M in assets, 837 participants

Coleman Professional Services Inc.'s Coleman Professional Services Employees 403b Plan reported $12M in total assets and 837 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,728 in Healthcare & Social Assistance (20,060 peers)

Coleman Professional Services Inc. multi-year trail

Coleman Professional Services Inc.'s plans moved -12.4% in assets from 2022 to 2024; this filing shows Coleman Professional Services Employees 403b Plan at $12M / 837 participants.

#14,728
in Healthcare & Social Assistance (20,060 peers)
-9.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coleman Professional Services Employees 403b Plan's outsized position by total assets

Coleman Professional Services Employees 403b Plan vs every filed plan by assets

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

$11,864,655 Top 32% higher than 68% 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

Coleman Professional Services Employees 403b 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. Coleman Professional Services Employees 403b Plan sits mid-pack in the medium band (837 participants).

EBSA filing schedule strip

Filing strip 341240178 · Coleman Professional Services Inc. PY 2022 · Other

Coleman Professional Services Employees 403b Plan · $12M · 837 · 68th

  • SCH $12M
  • EBSA 837
  • PART 68th
  • TYPE Other
  • NET near Santa Fe Christian Schools 403(b) Plan
  • BOOK ind #14728

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 →

Coleman Professional Services Employees 403b Plan in the asset neighbourhood

Kansas City Symphony 403(b) Retirement PlanKansas City Symphony 403(b) …$12MColeman Professional Services Employees 403b PlanColeman Professional Service…$12MSanta Fe Christian Schools 403(b) PlanSanta Fe Christian Schools 4…$12MKnoxville Hospital and Clinics Tax Sheltered Annuity PlanKnoxville Hospital and Clini…$12MSection 403(b) Retirement Plan for National Council of Juvenile & FamilySection 403(b) Retirement Pl…$12M
End-of-year total assets ($M) among Coleman Professional Services Employees 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Coleman Professional Services Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coleman Professional Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 12.364696658037918% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $21.4M $18.8M ▼ -12.4%
Year Plans Participants Total Assets
2022 2 1,674 $21M
2023 2 1,734 $24M
2024 2 1,761 $19M

Coleman Professional Services Inc. filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN341240178
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Coleman Professional Services Employees 403b Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Coleman Professional Services Employees 403b Plan, Total assets ($B): 0.011864655 · Participants: 837Coleman Professional Services Employees 403b 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
Coleman Professional Services Employees 403b Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Coleman Professional Services Employees 403b Plan side-by-side with 3 peers →

Coleman Professional Services Employees 403b Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Santa Fe Christian Schools 403(b) Plan in CA ($12M); by covered participants it is Covenant Care Retirement Savings Plan in FL (837 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (837 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 Coleman Professional Services Employees 403b Plan assets move in 2022? ▼
Coleman Professional Services Employees 403b Plan pulled back noticeably - down 9.3% during 2022, from $13M to $12M. Reported net income was -$1M.
How have Coleman Professional Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coleman Professional Services Inc.'s sponsor-wide assets declined 12.4%, from $21M to $19M.
Which Other plans are similar in size to Coleman Professional Services Employees 403b Plan? ▼
Among Other plans in other states, the closest by assets is Santa Fe Christian Schools 403(b) Plan in CA ($12M, 138 participants).
Which Other plans cover a similar participant headcount to Coleman Professional Services Employees 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Covenant Care Retirement Savings Plan in FL (837 participants, $12M 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 341240178.

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.