Profit Sharing · DOL Form 5500 · 2022

Health Partners of Western Ohio Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
351
Participants Below avg headcount
64th
Percentile by assets National rank
$26,755
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Health Partners of Western Ohio 403(b) Plan · Sponsored by Health Partners of Western Ohio · Ohio · Healthcare & Social Assistance

$9M in assets, 351 participants

Health Partners of Western Ohio's Health Partners of Western Ohio 403(b) Plan reported $9M in total assets and 351 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,866 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Health Partners of Western Ohio 403(b) Plan covers 351 participants in Ohio, about 46% of the average Ohio filer (state average ~765 per filing). Assets: $9M.

#13,866
in Healthcare & Social Assistance (20,060 peers)
-9.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Health Partners of Western Ohio 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Health Partners of Western Ohio 403(b) Plan vs every filed plan by assets

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

$9,391,043 Top 36% higher than 64% 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

Health Partners of Western Ohio 403(b) 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. Health Partners of Western Ohio 403(b) Plan sits mid-pack in the medium band (351 participants).

Form 5500 schedule snapshot

Filing strip 562330309 · Health Partners of Western Ohio PY 2022 · Profit Sharing

Health Partners of Western Ohio 403(b) Plan · $9M · 351 · 64th

  • PART $9M
  • PART 351
  • PART 64th
  • PART Profit Sharing
  • PART near Nichols Tillage Tools, Inc. Profit Sharing Plan
  • PART ind #13866

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 →

Health Partners of Western Ohio 403(b) Plan in the asset neighbourhood

The New England Center for Children, Inc. Supplemental Benefit PlanThe New England Center for C…$9MNichols Tillage Tools, Inc. Profit Sharing PlanNichols Tillage Tools, Inc. …$9MGaston Eye Associates, L.L.P. Profit Sharing PlanGaston Eye Associates, L.L.P…$9MHealth Partners of Western Ohio 403(b) PlanHealth Partners of Western O…$9MCommittee for Children 403(b) Retirement PlanCommittee for Children 403(b…$9M
End-of-year total assets ($M) among Health Partners of Western Ohio 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN562330309
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Partners of Western Ohio)

Sponsor-wide plan assets over time

All Health Partners of Western Ohio plans reported in each filing year

Latest sponsor-wide plan assets
$15M 62.48168600654901% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.39M $15.3M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 351 $9M
2023 1 413 $13M
2024 1 478 $15M

Nearby Profit Sharing Plans in Ohio

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

Health Partners of Western Ohio 403(b) Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Health Partners of Western Ohio 403(b) Plan, Total assets ($B): 0.009391043 · Participants: 351Health Partners of Western Ohio 403(b) 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
Health Partners of Western Ohio 403(b) Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Health Partners of Western Ohio 403(b) Plan side-by-side with 3 peers →

Health Partners of Western Ohio 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Nichols Tillage Tools, Inc. Profit Sharing Plan in CO ($9M); by covered participants it is The Contractors Retirement Plan in CA (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Health Partners of Western Ohio 403(b) Plan assets move in 2022? ▼
Health Partners of Western Ohio 403(b) Plan pulled back noticeably - down 9.9% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Health Partners of Western Ohio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Partners of Western Ohio's sponsor-wide assets grew 62.5%, from $9M to $15M.
Which Profit Sharing plans are similar in size to Health Partners of Western Ohio 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nichols Tillage Tools, Inc. Profit Sharing Plan in CO ($9M, 97 participants).
Which Profit Sharing plans cover a similar participant headcount to Health Partners of Western Ohio 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Contractors Retirement Plan in CA (351 participants, $3M 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 562330309.

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.