OESTERLEN SERVICES FOR YOUTH INC. EMPLOYEES PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
OESTERLEN SERVICES FOR YOUTH, INC.
This Money Purchase plan holds $3M in total assets and serves 59 participants as of 2022. It is sponsored by OESTERLEN SERVICES FOR YOUTH, INC. in Ohio. The plan reported a net loss of $1M for the year.
What the Filing Says About OESTERLEN SERVICES FOR YOUTH INC. EMPLOYEES PENSION PLAN
OESTERLEN SERVICES FOR YOUTH INC. EMPLOYEES PENSION PLAN is a Money Purchase retirement plan sponsored by OESTERLEN SERVICES FOR YOUTH, INC., headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 59 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 310536998, and the plan has been effective since 1976-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $5M at the beginning of 2022 to $3M at year-end — a decline of 31.7%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-1,465,118 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $5M |
| Total Assets (End of Year) | $3M |
| Net Assets (End of Year) | $3M |
| Net Income | $-1,465,118 |
| Plan Type | Money Purchase |
| Employer EIN | 310536998 |
| Plan Effective Date | 1976-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- THE CLEVELAND CLINIC FOUNDATION CASH BALANCE PLAN $1.4B · 4,739
- IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST $476M · 6,936
- BAKER & HOSTETLER LLP BASIC/STEP-RATE RETIREMENT PLAN $473M · 1,004
- UNIVERSITY OF DAYTON DEFINED CONTRIBUTION RETIREMENT PLAN $348M · 3,080
- NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT AND TRUST $343M · 2,443
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the OESTERLEN SERVICES FOR YOUTH INC. EMPLOYEES PENSION PLAN? ▼
What type of plan is OESTERLEN SERVICES FOR YOUTH INC. EMPLOYEES PENSION PLAN? ▼
Who sponsors the OESTERLEN SERVICES FOR YOUTH INC. EMPLOYEES PENSION PLAN? ▼
How did OESTERLEN SERVICES FOR YOUTH INC. EMPLOYEES PENSION PLAN perform in 2022? ▼
Where can I find official filings for OESTERLEN SERVICES FOR YOUTH INC. EMPLOYEES PENSION PLAN? ▼
How does OESTERLEN SERVICES FOR YOUTH INC. EMPLOYEES PENSION PLAN compare to other plans? ▼
Explore PlainRetire
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 310536998.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.