Profit Sharing · DOL Form 5500 · 2022

Healthspan Partners Profit Sharing Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
31
Participants Small participant base
79th
Percentile by assets National rank
$703,580
Avg per participant High balance/head
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Official DOL plan name: Healthspan Retirement Savings Plan 403(b) · Sponsored by Healthspan Partners · Ohio · Healthcare & Social Assistance

$22M in assets, 31 participants

Healthspan Partners's Healthspan Retirement Savings Plan 403(b) reported $22M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,416 in Healthcare & Social Assistance (20,060 peers)

Where Healthspan Retirement Savings Plan 403(b) sits by assets

Healthspan Retirement Savings Plan 403(b) sits in the top quartile of all filed plans by assets, $22M for 31 participants (~$703,580/participant), down 26.2% in 2022.

#16,416
in Healthcare & Social Assistance (20,060 peers)
-26.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Healthspan Retirement Savings Plan 403(b)'s outsized position by total assets

Healthspan Retirement Savings Plan 403(b) vs every filed plan by assets

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

$21,810,974 Top 21% higher than 79% 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

Healthspan Retirement Savings Plan 403(b) among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthspan Retirement Savings Plan 403(b) is a small filing (31 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 463055925 · Healthspan Partners PY 2022 · Profit Sharing

Healthspan Retirement Savings Plan 403(b) · $22M · 31 · 79th

  • EOY $22M
  • 5500 31
  • ASSETS 79th
  • PCT Profit Sharing
  • EIN near Victor Community Support Services, Inc. Retirement Plan
  • RANK ind #16416

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 →

Healthspan Retirement Savings Plan 403(b) in the asset neighbourhood

Lifelong Learning Administration Corporation 403(b) PlanLifelong Learning Administra…$22MFenwal International, Inc. Savings and Retirement PlanFenwal International, Inc. S…$22MDucci Electrical Contractors Inc. Profet Sharing PlanDucci Electrical Contractors…$22MHealthspan Retirement Savings Plan 403(b)Healthspan Retirement Saving…$22MVictor Community Support Services, Inc. Retirement PlanVictor Community Support Ser…$22M
End-of-year total assets ($M) among Healthspan Retirement Savings Plan 403(b) and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$22M
Net Income-$8M
Employer EIN463055925
Plan Effective Date2013-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthspan Partners)

Sponsor-wide plan assets over time

All Healthspan Partners plans reported in each filing year

Latest sponsor-wide plan assets
$23M 5.750916946670974% vs 2022
2024 filing year
$21.5M$22M$22.5M$23M$23.5M$24M 202220232024 $21.8M $23.1M ▲ +5.8%
Year Plans Participants Total Assets
2022 1 31 $22M
2023 1 29 $23M
2024 1 28 $23M

Nearby Profit Sharing Plans in Ohio

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

Healthspan Retirement Savings Plan 403(b) vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Healthspan Retirement Savings Plan 403(b), Total assets ($B): 0.021810974 · Participants: 31Healthspan Retirement Savings Plan 403(b)Cleveland 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
Healthspan Retirement Savings Plan 403(b) vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Healthspan Retirement Savings Plan 403(b)'s out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Victor Community Support Services, Inc. Retirement Plan in CA ($22M); by covered participants it is Iliad Media Boise LLC Profit-Sharing Plan in ID (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Healthspan Retirement Savings Plan 403(b) assets move in 2022? ▼
Healthspan Retirement Savings Plan 403(b) declined sharply - down 26.2% during 2022, from $30M to $22M. Reported net income was -$8M.
How have Healthspan Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthspan Partners's sponsor-wide assets grew 5.8%, from $22M to $23M.
Where does Healthspan Retirement Savings Plan 403(b) rank by assets among Form 5500 filers? ▼
Healthspan Retirement Savings Plan 403(b) ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Healthspan Retirement Savings Plan 403(b)? ▼
Among Profit Sharing plans in other states, the closest by assets is Victor Community Support Services, Inc. Retirement Plan in CA ($22M, 366 participants).
Which Profit Sharing plans cover a similar participant headcount to Healthspan Retirement Savings Plan 403(b)? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Iliad Media Boise LLC Profit-Sharing Plan in ID (31 participants, N/A in assets).