Other · DOL Form 5500 · 2022
Ohio District 5 Area Agency on Aging Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $19,958
- Avg per participant Low balance/head
Official DOL plan name: Ohio District 5 Area Agency on Aging 403b Retirement Plan · Sponsored by Ohio District 5 Area Agency on Aging · Ohio · Healthcare & Social Assistance
$2M in assets, 119 participants
Ohio District 5 Area Agency on Aging's Ohio District 5 Area Agency on Aging 403b Retirement Plan reported $2M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #7,735 in Healthcare & Social Assistance (20,060 peers)
Coverage in Ohio
Ohio District 5 Area Agency on Aging 403b Retirement Plan covers 119 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $2M.
- #7,735
- in Healthcare & Social Assistance (20,060 peers)
- -17.6%
- assets change YoY
The plan reported a net loss of $507K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ohio District 5 Area Agency on Aging 403b Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Ohio District 5 Area Agency on Aging 403b Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,374,985 36th percentile higher than 36% 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
Ohio District 5 Area Agency on Aging 403b Retirement 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. Ohio District 5 Area Agency on Aging 403b Retirement Plan sits mid-pack in the medium band (119 participants).
Form 5500 schedule snapshot
Filing strip 341617183 · Ohio District 5 Area Agency on Aging PY 2022 · Other
Ohio District 5 Area Agency on Aging 403b Retirement Plan · $2M · 119 · 36th
- NET $2M
- BOOK 119
- VS-ST 36th
- BOY Other
- SCH near Harmony Hill School Tax Sheltered Annuity Plan
- EBSA ind #7735
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 →
Ohio District 5 Area Agency on Aging 403b Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$507K |
| Employer EIN | 341617183 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ohio District 5 Area Agency on Aging)
Sponsor-wide plan assets over time
All Ohio District 5 Area Agency on Aging plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 16.96082291046049% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $2M |
| 2023 | 1 | 124 | $3M |
| 2024 | 1 | 133 | $3M |
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
Ohio District 5 Area Agency on Aging 403b Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Harmony Hill School Tax Sheltered Annuity Plan in RI ($2M); by covered participants it is Lees-Mcrae College 403(b) Retirement Plan in NC (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 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.