Defined Benefit (Pension) · DOL Form 5500 · 2022

Southwest Ohio Ent Specialists, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
124
Participants Small participant base
37th
Percentile by assets National rank
$19,613
Avg per participant Low balance/head
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Official DOL plan name: Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan · Sponsored by Southwest Ohio Ent Specialists, Inc. · Ohio · Healthcare & Social Assistance

$2M in assets, 124 participants

Southwest Ohio Ent Specialists, Inc.'s Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan reported $2M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,846 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan covers 124 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#7,846
in Healthcare & Social Assistance (20,060 peers)
+68.1%
assets growth YoY

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$2,432,055 37th percentile higher than 37% 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

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension 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. Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan sits mid-pack in the medium band (124 participants).

Form 5500 schedule snapshot

Filing strip 310644802 · Southwest Ohio Ent Specialists, Inc. PY 2022 · Defined Benefit (Pension)

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan · $2M · 124 · 37th

  • EBSA $2M
  • EBSA 124
  • EBSA 37th
  • EBSA Defined Benefit (Pension)
  • EBSA near Pension Plan of Aurelia Osborn Fox Memorial Hospital
  • EBSA ind #7846

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 →

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan in the asset neighbourhood

Terrasage Pension Plan$2MSouthern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment PlanSouthern Highlands Community…$2MSouthwest Ohio Ent Specialists, Inc. Cash Balance Pension PlanSouthwest Ohio Ent Specialis…$2MPension Plan of Aurelia Osborn Fox Memorial HospitalPension Plan of Aurelia Osbo…$2MHitachi Energy USA Inc. Pension Plan (Ue 625 & 626)Hitachi Energy USA Inc. Pens…$2M
End-of-year total assets ($M) among Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$985K
Employer EIN310644802
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Ohio Ent Specialists, Inc.)

Sponsor-wide plan assets over time

All Southwest Ohio Ent Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 58.038675073854094% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.1M $35M ▲ +58.0%
Year Plans Participants Total Assets
2022 2 250 $22M
2023 2 231 $29M
2024 2 238 $35M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan, Total assets ($B): 0.002432055 · Participants: 124Southwest Ohio Ent Specialists, Inc. Cash Balance Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Pension Plan of Aurelia Osborn Fox Memorial Hospital in NY ($2M); by covered participants it is Roseburg Forest Products Co. Employee Pension Plan in OR (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan assets move in 2022? ▼
Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan surged - up 68.1% during 2022, from $1M to $2M. Reported net income was $985K.
How have Southwest Ohio Ent Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Ohio Ent Specialists, Inc.'s sponsor-wide assets grew 58.0%, from $22M to $35M.
Which Defined Benefit (Pension) plans are similar in size to Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of Aurelia Osborn Fox Memorial Hospital in NY ($2M, 32 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Roseburg Forest Products Co. Employee Pension Plan in OR (124 participants, $19M 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 310644802.

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.