Other · DOL Form 5500 · 2022
American Health Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 526
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $11,218
- Avg per participant Low balance/head
Official DOL plan name: American Health Foundation 403(b) Retirement Savings Plan · Sponsored by American Health Foundation, Inc. · Ohio · Other Services
$6M in assets, 526 participants
American Health Foundation, Inc.'s American Health Foundation 403(b) Retirement Savings Plan reported $6M in total assets and 526 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #6,053 in Other Services (8,398 peers)
American Health Foundation, Inc. multi-year trail
American Health Foundation, Inc.'s plans moved +24.4% in assets from 2022 to 2024; this filing shows American Health Foundation 403(b) Retirement Savings Plan at $6M / 526 participants.
- #6,053
- in Other Services (8,398 peers)
- -13.9%
- assets change YoY
The plan reported a net loss of $953K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Health Foundation 403(b) Retirement Savings Plan's mid-pack asset rank among Other Services and all filers
American Health Foundation 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,900,586 Top 46% higher than 54% 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
American Health Foundation 403(b) Retirement Savings 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. American Health Foundation 403(b) Retirement Savings Plan sits mid-pack in the medium band (526 participants).
Published 5500 schedule card
Filing strip 311237141 · American Health Foundation, Inc. PY 2022 · Other
American Health Foundation 403(b) Retirement Savings Plan · $6M · 526 · 54th
- SCH $6M
- EBSA 526
- PART 54th
- TYPE Other
- NET near Bridgton Academy DC Retirement Plan
- BOOK ind #6053
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 Other Services retirement plans → · Plans in Ohio →
American Health Foundation 403(b) Retirement Savings Plan in the asset neighbourhood
American Health Foundation, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All American Health Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 24.416795213221196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 526 | $6M |
| 2023 | 1 | 503 | $7M |
| 2024 | 1 | 557 | $7M |
American Health Foundation, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$953K |
| Employer EIN | 311237141 |
| Plan Effective Date | 1991-10-01 |
| 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
American Health Foundation 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Bridgton Academy DC Retirement Plan in ME ($6M); by covered participants it is Children's Law Center of California 403(b) Plan in CA (526 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (526 participants); asset peers above are excluded.
- Children's Law Center of California 403(b) Plan (CA) 526 · 0 off
- Emmaus Homes 403(b) Retirement Plan (MO) 526 · 0 off
- Keystone Health Center Employee Retirement Plan (PA) 525 · 1 off
- Lincoln University Defined Contribution Retirement Plan (PA) 525 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.