Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Senior Resource Connection 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Senior Resource Connection · Ohio · Healthcare & Social Assistance

What the 2023 filing shows

Senior Resource Connection 401(k) Retirement Plan holds $321K for 110 participants — about $2,916 per participant, down 22.7% over the 2022 plan year.

$321K
total plan assets (2022 EOY)
110
covered participants
$2,916
avg assets per participant
-22.7%
assets change YoY

The plan reported a net loss of $94K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$321K
Participants
110
State
Industry
Healthcare & Social Assistance

What the Filing Says About Senior Resource Connection 401(k) Retirement Plan

Senior Resource Connection 401(k) Retirement Plan is a Profit Sharing retirement plan sponsored by Senior Resource Connection, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $321K in total end-of-year assets and covers 110 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 310592759, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $415K at the beginning of 2022 to $321K at year-end — a decline of 22.7%. Net assets (after liabilities) closed the year at $321K, with reported net income of $-94,477 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)$415K
Total Assets (End of Year)$321K
Net Assets (End of Year)$321K
Net Income$-94,477
Plan TypeProfit Sharing
Employer EIN310592759
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Frequently Asked Questions

How much money is in the Senior Resource Connection 401(k) Retirement Plan?
As of the 2022 Form 5500 filing, Senior Resource Connection 401(k) Retirement Plan holds $321K in total assets with 110 participants. It is sponsored by Senior Resource Connection.
What type of plan is Senior Resource Connection 401(k) Retirement Plan?
Senior Resource Connection 401(k) Retirement Plan is a Profit Sharing plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 310592759.
Who sponsors the Senior Resource Connection 401(k) Retirement Plan?
Senior Resource Connection 401(k) Retirement Plan is sponsored by Senior Resource Connection, located in Ohio. The sponsor's EIN is 310592759 and the plan operates in the Healthcare & Social Assistance industry.
How did Senior Resource Connection 401(k) Retirement Plan perform in 2022?
Senior Resource Connection 401(k) Retirement Plan declined by 22.7% during 2022, moving from $415K to $321K in total assets. Net income was $-94,477.
Where can I find official filings for Senior Resource Connection 401(k) Retirement Plan?
Official Form 5500 filings for Senior Resource Connection 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 310592759 or plan name at efast.dol.gov.
How does Senior Resource Connection 401(k) Retirement Plan compare to other plans?
You can compare Senior Resource Connection 401(k) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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 310592759.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.