Other · DOL Form 5500 · 2022

Portage Path Behavioral Health Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
165
Participants Small participant base
67th
Percentile by assets National rank
$67,663
Avg per participant Below avg balance/head
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Official DOL plan name: Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan · Sponsored by Portage Path Behavioral Health · Ohio · Healthcare & Social Assistance

$11M in assets, 165 participants

Portage Path Behavioral Health's Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan reported $11M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,494 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan covers 165 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#14,494
in Healthcare & Social Assistance (20,060 peers)
-17.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan's outsized position by total assets

Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan vs every filed plan by assets

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

$11,164,449 Top 33% higher than 67% 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

Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute 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. Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan sits mid-pack in the medium band (165 participants).

Plan-year Form 5500 strip

Filing strip 341096055 · Portage Path Behavioral Health PY 2022 · Other

Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan · $11M · 165 · 67th

  • ASSETS $11M
  • PCT 165
  • EIN 67th
  • RANK Other
  • PHOTO near Community Memorial Healthcare Inc. Tax Deferred Annuity Plan
  • IND ind #14494

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 →

Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan in the asset neighbourhood

403(b) Thrift Plan of Suncoast Community Health Centers, Inc.403(b) Thrift Plan of Suncoa…$11MMonarch 403(b) Plan$11MPortage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement PlanPortage Path Behavioral Heal…$11MCommunity Memorial Healthcare Inc. Tax Deferred Annuity PlanCommunity Memorial Healthcar…$11MHtea Retirement Plan$11M
End-of-year total assets ($M) among Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN341096055
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Portage Path Behavioral Health)

Sponsor-wide plan assets over time

All Portage Path Behavioral Health plans reported in each filing year

Latest sponsor-wide plan assets
$12M 11.417312220244815% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.2M $12.4M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 165 $11M
2023 1 165 $12M
2024 1 172 $12M

Nearby Other Plans in Ohio

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

Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan, Total assets ($B): 0.011164449 · Participants: 165Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute 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
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan side-by-side with 3 peers →

Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Community Memorial Healthcare Inc. Tax Deferred Annuity Plan in KS ($11M); by covered participants it is Three Rivers Hospital 403b Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan assets move in 2022? ▼
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan declined sharply - down 17.9% during 2022, from $14M to $11M. Reported net income was -$2M.
How have Portage Path Behavioral Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portage Path Behavioral Health's sponsor-wide assets grew 11.4%, from $11M to $12M.
Which Other plans are similar in size to Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Community Memorial Healthcare Inc. Tax Deferred Annuity Plan in KS ($11M, 203 participants).
Which Other plans cover a similar participant headcount to Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Three Rivers Hospital 403b Plan in TN (165 participants, N/A 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 341096055.

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.