Other · DOL Form 5500 · 2022
Anne Grady Corporation Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 351
- Participants Below avg headcount
- 33rd
- Percentile by assets National rank
- $5,483
- Avg per participant Low balance/head
Official DOL plan name: Anne Grady Corporation 403(b) Plan · Sponsored by Anne Grady Corporation · Ohio · Healthcare & Social Assistance
$2M in assets, 351 participants
Anne Grady Corporation's Anne Grady Corporation 403(b) Plan reported $2M in total assets and 351 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.
- #6,815 in Healthcare & Social Assistance (20,060 peers)
Coverage in Ohio
Anne Grady Corporation 403(b) Plan covers 351 participants in Ohio, about 46% of the average Ohio filer (state average ~765 per filing). Assets: $2M.
- #6,815
- in Healthcare & Social Assistance (20,060 peers)
- -56.7%
- 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.
Anne Grady Corporation 403(b) Plan among the smaller filed plans by assets
Anne Grady Corporation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,924,669 33rd percentile higher than 33% 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
Anne Grady Corporation 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. Anne Grady Corporation 403(b) Plan sits mid-pack in the medium band (351 participants).
Plan-year Form 5500 strip
Filing strip 341214508 · Anne Grady Corporation PY 2022 · Other
Anne Grady Corporation 403(b) Plan · $2M · 351 · 33rd
- RANK $2M
- PHOTO 351
- IND 33rd
- EOY Other
- 5500 near Lifebridge Community Services Tax Deffered Annuity (Tda) Plan
- ASSETS ind #6815
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 →
Anne Grady Corporation 403(b) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$3M |
| Employer EIN | 341214508 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
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
Anne Grady Corporation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Lifebridge Community Services Tax Deffered Annuity (Tda) Plan in CT ($2M); by covered participants it is Opportunity Council 403(b) Plan in WA (351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.
- Opportunity Council 403(b) Plan (WA) 351 · 0 off
- Health Management Services Pension Plan (MA) 351 · 0 off
- Vanderheyden Hall Employee 403(b) Plan (NY) 351 · 0 off
- Gosnold, Inc. Retirement Savings Plan (MA) 350 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.