401(k) · DOL Form 5500 · 2022

Catholic Social Services of the Miami Valley 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
102
Participants Small participant base
42nd
Percentile by assets National rank
$31,149
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Catholic Social Services of the Miami Valley 401(k) Plan · Sponsored by Catholic Social Services of the Miami Valley · Ohio · Other Services

$3M in assets, 102 participants

Catholic Social Services of the Miami Valley's Catholic Social Services of the Miami Valley 401(k) Plan reported $3M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #5,278 in Other Services (8,398 peers)

Coverage in Ohio

Catholic Social Services of the Miami Valley 401(k) Plan covers 102 participants in Ohio, about 13% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#5,278
in Other Services (8,398 peers)
-16.6%
assets change YoY

The plan reported a net loss of $630K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catholic Social Services of the Miami Valley 401(k) Plan's mid-pack asset rank among Other Services and all filers

Catholic Social Services of the Miami Valley 401(k) Plan vs every filed plan by assets

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

$3,177,238 42nd percentile higher than 42% 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

Catholic Social Services of the Miami Valley 401(k) 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. Catholic Social Services of the Miami Valley 401(k) Plan sits mid-pack in the medium band (102 participants).

Published 5500 schedule card

Filing strip 310536645 · Catholic Social Services of the Miami Valley PY 2022 · 401(k)

Catholic Social Services of the Miami Valley 401(k) Plan · $3M · 102 · 42nd

  • TYPE $3M
  • TYPE 102
  • TYPE 42nd
  • TYPE 401(k)
  • TYPE near Steinwall, Inc. Retirement Savings Plan
  • TYPE ind #5278

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 →

Catholic Social Services of the Miami Valley 401(k) Plan in the asset neighbourhood

Catholic Social Services of the Miami Valley 401(k) PlanCatholic Social Services of …$3MSteinwall, Inc. Retirement Savings PlanSteinwall, Inc. Retirement S…$3MCalifornia Oregon Broadcasting, Inc. 401(k) PlanCalifornia Oregon Broadcasti…$3M403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc.403(b) Thrift Plan for Emplo…$3MJoe's Kansas City Bar-B-Que, Inc. Employee Savings TrustJoe's Kansas City Bar-B-Que,…$3M
End-of-year total assets ($M) among Catholic Social Services of the Miami Valley 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$630K
Employer EIN310536645
Plan Effective Date2008-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Catholic Social Services of the Miami Valley 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Catholic Social Services of the Miami Valley 401(k) Plan, Total assets ($B): 0.003177238 · Participants: 102Catholic Social Services of the Miami Valley 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Catholic Social Services of the Miami Valley 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Catholic Social Services of the Miami Valley 401(k) Plan side-by-side with 3 peers →

Catholic Social Services of the Miami Valley 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Steinwall, Inc. Retirement Savings Plan in MN ($3M); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Catholic Social Services of the Miami Valley 401(k) Plan assets move in 2022? ▼
Catholic Social Services of the Miami Valley 401(k) Plan declined sharply - down 16.6% during 2022, from $4M to $3M. Reported net income was -$630K.
Which 401(k) plans are similar in size to Catholic Social Services of the Miami Valley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Steinwall, Inc. Retirement Savings Plan in MN ($3M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Catholic Social Services of the Miami Valley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants, N/A 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 310536645.

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.