Other · DOL Form 5500 · 2022

Clermont Senior Services, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
85
Participants Small participant base
38th
Percentile by assets National rank
$31,282
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Clermont Senior Services, Inc. 403(b) Retirement Plan · Sponsored by Clermont Senior Services, Inc. · Ohio · Healthcare & Social Assistance

$3M in assets, 85 participants

Clermont Senior Services, Inc.'s Clermont Senior Services, Inc. 403(b) Retirement Plan reported $3M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #8,231 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Clermont Senior Services, Inc. 403(b) Retirement Plan declined sharply 28.8% in 2022 ($4M → $3M) for 85 participants.

#8,231
in Healthcare & Social Assistance (20,060 peers)
-28.8%
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.

Clermont Senior Services, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Clermont Senior Services, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$2,658,951 38th percentile higher than 38% 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

Clermont Senior Services, Inc. 403(b) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clermont Senior Services, Inc. 403(b) Retirement Plan is a small filing (85 participants) on this national headcount ladder.

DOL schedule card

Filing strip 310832354 · Clermont Senior Services, Inc. PY 2022 · Other

Clermont Senior Services, Inc. 403(b) Retirement Plan · $3M · 85 · 38th

  • 5500 $3M
  • ASSETS 85
  • PCT 38th
  • EIN Other
  • RANK near Guardian Care, Inc. Tax Deferred Annuity Plan
  • PHOTO ind #8231

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 →

Clermont Senior Services, Inc. 403(b) Retirement Plan in the asset neighbourhood

Clermont Senior Services, Inc. 403(b) Retirement PlanClermont Senior Services, In…$3MGuardian Care, Inc. Tax Deferred Annuity PlanGuardian Care, Inc. Tax Defe…$3MKeiki O Ka 'aina 501c3 Retirement PlanKeiki O Ka 'aina 501c3 Retir…$3MHeart of Texas Healthcare System 403b PlanHeart of Texas Healthcare Sy…$3MMontgomery Child Care Association 403(b) Tda PlanMontgomery Child Care Associ…$3M
End-of-year total assets ($M) among Clermont Senior Services, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN310832354
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Clermont Senior Services, Inc. 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Clermont Senior Services, Inc. 403(b) Retirement Plan, Total assets ($B): 0.002658951 · Participants: 85Clermont Senior Services, Inc. 403(b) Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Clermont Senior Services, Inc. 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Clermont Senior Services, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Clermont Senior Services, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Guardian Care, Inc. Tax Deferred Annuity Plan in FL ($3M); by covered participants it is Tarc 403b Retirement Plan in LA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Clermont Senior Services, Inc. 403(b) Retirement Plan assets move in 2022? ▼
Clermont Senior Services, Inc. 403(b) Retirement Plan declined sharply - down 28.8% during 2022, from $4M to $3M. Reported net income was -$1M.
Which Other plans are similar in size to Clermont Senior Services, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Guardian Care, Inc. Tax Deferred Annuity Plan in FL ($3M, 118 participants).
Which Other plans cover a similar participant headcount to Clermont Senior Services, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tarc 403b Retirement Plan in LA (85 participants, $4M 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 310832354.

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.