Other · DOL Form 5500 · 2022

Mount Aloysius Corporation Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
130
Participants Small participant base
29th
Percentile by assets National rank
$11,317
Avg per participant Low balance/head
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Official DOL plan name: Mount Aloysius Corporation Retirement Plan · Sponsored by Mount Aloysius Corporation · Ohio · Healthcare & Social Assistance

$1M in assets, 130 participants

Mount Aloysius Corporation's Mount Aloysius Corporation Retirement Plan reported $1M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,712 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Mount Aloysius Corporation Retirement Plan covers 130 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $1M.

#5,712
in Healthcare & Social Assistance (20,060 peers)
-14.7%
assets change YoY

The plan reported a net loss of $254K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mount Aloysius Corporation Retirement Plan among the smaller filed plans by assets

Mount Aloysius Corporation Retirement Plan vs every filed plan by assets

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

$1,471,201 29th percentile higher than 29% 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

Mount Aloysius Corporation Retirement 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. Mount Aloysius Corporation Retirement Plan sits mid-pack in the medium band (130 participants).

EBSA filing schedule strip

Filing strip 311432284 · Mount Aloysius Corporation PY 2022 · Other

Mount Aloysius Corporation Retirement Plan · $1M · 130 · 29th

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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 →

Mount Aloysius Corporation Retirement Plan in the asset neighbourhood

Mount Aloysius Corporation Retirement PlanMount Aloysius Corporation R…$1MJbs, LLC 401(k)$1MPenland School of Crafts Tiaa Cref Retirement PlanPenland School of Crafts Tia…$1M403(b) Thrift Plan for Employees of Goodwill Industries of East Texas, Inc.403(b) Thrift Plan for Emplo…$1MRural Health Services, Inc. 403(b) PlanRural Health Services, Inc. …$1M
End-of-year total assets ($M) among Mount Aloysius Corporation Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$254K
Employer EIN311432284
Plan Effective Date1996-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mount Aloysius Corporation)

Sponsor-wide plan assets over time

All Mount Aloysius Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.687929113696907% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M 202220232024 $1.47M $1.75M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 130 $1M
2023 1 134 $2M
2024 1 131 $2M

Nearby Other Plans in Ohio

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

Mount Aloysius Corporation Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Mount Aloysius Corporation Retirement Plan, Total assets ($B): 0.001471201 · Participants: 130Mount Aloysius Corporation Retirement 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
Mount Aloysius Corporation Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Mount Aloysius Corporation Retirement Plan side-by-side with 3 peers →

Mount Aloysius Corporation Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Jbs, LLC 401(k) in LA ($1M); by covered participants it is Albany Community Action Partnership 403(b) Plan in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Mount Aloysius Corporation Retirement Plan assets move in 2022? ▼
Mount Aloysius Corporation Retirement Plan pulled back noticeably - down 14.7% during 2022, from $2M to $1M. Reported net income was -$254K.
How have Mount Aloysius Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount Aloysius Corporation's sponsor-wide assets grew 18.7%, from $1M to $2M.
Which Other plans are similar in size to Mount Aloysius Corporation Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Jbs, LLC 401(k) in LA ($1M, 2 participants).
Which Other plans cover a similar participant headcount to Mount Aloysius Corporation Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Albany Community Action Partnership 403(b) Plan in NY (130 participants, $3M 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 311432284.

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.