Profit Sharing · DOL Form 5500 · 2022

Healthsource of Ohio, Inc. Profit Sharing Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
309
Participants Below avg headcount
71st
Percentile by assets National rank
$45,480
Avg per participant Low balance/head
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Official DOL plan name: Healthsource of Ohio Profit Sharing Plan · Sponsored by Healthsource of Ohio, Inc. · Ohio · Healthcare & Social Assistance

$14M in assets, 309 participants

Healthsource of Ohio, Inc.'s Healthsource of Ohio Profit Sharing Plan reported $14M in total assets and 309 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,257 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Healthsource of Ohio Profit Sharing Plan covers 309 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $14M.

#15,257
in Healthcare & Social Assistance (20,060 peers)
-19.0%
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.

Healthsource of Ohio Profit Sharing Plan's outsized position by total assets

Healthsource of Ohio Profit Sharing Plan vs every filed plan by assets

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

$14,053,329 Top 29% higher than 71% 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

Healthsource of Ohio Profit Sharing 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. Healthsource of Ohio Profit Sharing Plan sits mid-pack in the medium band (309 participants).

DOL schedule card

Filing strip 310884250 · Healthsource of Ohio, Inc. PY 2022 · Profit Sharing

Healthsource of Ohio Profit Sharing Plan · $14M · 309 · 71st

  • BOOK $14M
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  • BOOK 71st
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  • BOOK near Martin Friedman, C.P.a., P.C. Profit Sharing Plan
  • BOOK ind #15257

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 →

Healthsource of Ohio Profit Sharing Plan in the asset neighbourhood

Jdg Associates Ltd. Profit Sharing PlanJdg Associates Ltd. Profit S…$14MNypro Inc. Defined Contribution PlanNypro Inc. Defined Contribut…$14MPropel Schools 403(b) Plan$14MHealthsource of Ohio Profit Sharing PlanHealthsource of Ohio Profit …$14MMartin Friedman, C.P.a., P.C. Profit Sharing PlanMartin Friedman, C.P.a., P.C…$14M
End-of-year total assets ($M) among Healthsource of Ohio Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN310884250
Plan Effective Date1984-06-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthsource of Ohio, Inc.)

Sponsor-wide plan assets over time

All Healthsource of Ohio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 26.912740746338464% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $17.8M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 309 $14M
2023 1 346 $16M
2024 1 389 $18M

Nearby Profit Sharing Plans in Ohio

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

Healthsource of Ohio Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Healthsource of Ohio Profit Sharing Plan, Total assets ($B): 0.014053329 · Participants: 309Healthsource of Ohio Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Healthsource of Ohio Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Healthsource of Ohio Profit Sharing Plan side-by-side with 3 peers →

Healthsource of Ohio Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Martin Friedman, C.P.a., P.C. Profit Sharing Plan in NY ($14M); by covered participants it is Via Mobility Services 403(b) Plan in CO (309 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

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 Healthsource of Ohio Profit Sharing Plan assets move in 2022? ▼
Healthsource of Ohio Profit Sharing Plan declined sharply - down 19.0% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Healthsource of Ohio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthsource of Ohio, Inc.'s sponsor-wide assets grew 26.9%, from $14M to $18M.
Which Profit Sharing plans are similar in size to Healthsource of Ohio Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Martin Friedman, C.P.a., P.C. Profit Sharing Plan in NY ($14M, 28 participants).
Which Profit Sharing plans cover a similar participant headcount to Healthsource of Ohio Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Via Mobility Services 403(b) Plan in CO (309 participants, $4M 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 310884250.

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.