Other · DOL Form 5500 · 2022

Fulton County Health Center Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
768
Participants Near avg headcount
79th
Percentile by assets National rank
$28,858
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fulton County Health Center Tax Deferred Annuity Plan · Sponsored by Fulton County Health Center · Ohio · Healthcare & Social Assistance

$22M in assets, 768 participants

Fulton County Health Center's Fulton County Health Center Tax Deferred Annuity Plan reported $22M in total assets and 768 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,447 in Healthcare & Social Assistance (20,060 peers)

Where Fulton County Health Center Tax Deferred Annuity Plan sits by assets

Fulton County Health Center Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $22M for 768 participants (~$28,858/participant), down 16.7% in 2022.

#16,447
in Healthcare & Social Assistance (20,060 peers)
-16.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fulton County Health Center Tax Deferred Annuity Plan's outsized position by total assets

Fulton County Health Center Tax Deferred Annuity Plan vs every filed plan by assets

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

$22,162,843 Top 21% higher than 79% 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

Fulton County Health Center Tax Deferred 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. Fulton County Health Center Tax Deferred Annuity Plan sits mid-pack in the medium band (768 participants).

DOL schedule card

Filing strip 344428214 · Fulton County Health Center PY 2022 · Other

Fulton County Health Center Tax Deferred Annuity Plan · $22M · 768 · 79th

  • ASSETS $22M
  • PCT 768
  • EIN 79th
  • RANK Other
  • PHOTO near Institute for the Future DC Plan
  • IND ind #16447

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 →

Fulton County Health Center Tax Deferred Annuity Plan in the asset neighbourhood

Southwestern PA Human Services, Inc. Tax Sheltered Annuity PlanSouthwestern PA Human Servic…$22M403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland403(b) Thrift Plan for Emplo…$22MInstitute for the Future DC PlanInstitute for the Future DC …$22MFulton County Health Center Tax Deferred Annuity PlanFulton County Health Center …$22MNational Women's Law Center DC PlanNational Women's Law Center …$22M
End-of-year total assets ($M) among Fulton County Health Center Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN344428214
Plan Effective Date1994-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fulton County Health Center)

Sponsor-wide plan assets over time

All Fulton County Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$72M 37.86257116310626% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.2M $72M ▲ +37.9%
Year Plans Participants Total Assets
2022 2 1,334 $52M
2023 2 1,278 $61M
2024 2 1,380 $72M

Nearby Other Plans in Ohio

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

Fulton County Health Center Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Fulton County Health Center Tax Deferred Annuity Plan, Total assets ($B): 0.022162843 · Participants: 768Fulton County Health Center Tax Deferred 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
Fulton County Health Center Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Fulton County Health Center Tax Deferred Annuity Plan side-by-side with 3 peers →

Fulton County Health Center Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Institute for the Future DC Plan in CA ($22M); by covered participants it is University of Massachusetts Global Defined Contribution Retirement Plan in CA (767 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (768 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 Fulton County Health Center Tax Deferred Annuity Plan assets move in 2022? ▼
Fulton County Health Center Tax Deferred Annuity Plan declined sharply - down 16.7% during 2022, from $27M to $22M. Reported net income was -$4M.
How have Fulton County Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fulton County Health Center's sponsor-wide assets grew 37.9%, from $52M to $72M.
Where does Fulton County Health Center Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Fulton County Health Center Tax Deferred Annuity Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Fulton County Health Center Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Institute for the Future DC Plan in CA ($22M, 44 participants).
Which Other plans cover a similar participant headcount to Fulton County Health Center Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Massachusetts Global Defined Contribution Retirement Plan in CA (767 participants, $24M 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 344428214.

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.