Other · DOL Form 5500 · 2022
Coleman Professional Services Inc. Retirement Plan
Data updated 2026-08-11
- $12M
- Total assets
- 837
- Participants
- 68th
- Percentile by assets
- $14,175
- Avg per participant
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.
- 68th percentile by assets (of 139,126 plans)
- #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.
- $12M
- total plan assets (2022 EOY)
- 837
- covered participants
- 68th
- percentile by assets (of 139,126 plans)
- $14,175
- avg assets per participant
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 Inc. across 3 plan years on file
Across the 3 plan years Coleman Professional Services Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $21M to $19M, a decline of 12.4%, while reported participants moved from 1,674 to 1,761 (+5.2%). Peak year by sponsor assets: 2023 ($24M); trough: 2024 ($19M).
Coleman Professional Services Inc. multi-year asset trail
| 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 EIN | 341240178 |
| Plan Effective Date | 2011-07-01 |
| Filing Status | FILING 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Coleman Professional Services Employees 403b Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Coleman Professional Services Employees …
Multi-year trail
Ways to act on Coleman Professional Services Employees 403b Plan's numbers.
- By total assets, Coleman Professional Services Employees 403b Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
- Coleman Professional Services Inc.'s sponsor-wide assets have declined 12.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans