Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

The Pension Plan for Employees of the Ohio National Life Insurance Company

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The Ohio National Life Insurance Company ยท Ohio ยท Finance & Insurance

What the 2023 filing shows

The Pension Plan for Employees of the Ohio National Life Insurance Company holds $58M for 75 participants - about $778,248 per participant, down 23.2% over the 2022 plan year.

$58M
total plan assets (2022 EOY)
75
covered participants
$778,248
avg assets per participant
-23.2%
assets change YoY

The plan reported a net loss of $18M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$58M
Participants
75
State
Industry
Finance & Insurance

What the Filing Says About The Pension Plan for Employees of the Ohio National Life Insurance Company

The Pension Plan for Employees of the Ohio National Life Insurance Company is a Defined Benefit (Pension) retirement plan sponsored by The Ohio National Life Insurance Company, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $58M in total end-of-year assets and covers 75 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 310397080, and the plan has been effective since 1943-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $76M at the beginning of 2022 to $58M at year-end โ€” a decline of 23.2%. Net assets (after liabilities) closed the year at $58M, with reported net income of $-17,680,847 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$76M
Total Assets (End of Year)$58M
Net Assets (End of Year)$58M
Net Income$-17,680,847
Plan TypeDefined Benefit (Pension)
Employer EIN310397080
Plan Effective Date1943-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ohio National Life Insurance Company)

Year Plans Participants Total Assets
2022 5 4,065 $420M
2023 3 1,162 $236M
2024 3 872 $237M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Frequently Asked Questions

How much money is in the The Pension Plan for Employees of the Ohio National Life Insurance Company?
As of the 2022 Form 5500 filing, The Pension Plan for Employees of the Ohio National Life Insurance Company holds $58M in total assets with 75 participants. It is sponsored by The Ohio National Life Insurance Company.
What type of plan is The Pension Plan for Employees of the Ohio National Life Insurance Company?
The Pension Plan for Employees of the Ohio National Life Insurance Company is a Defined Benefit (Pension) plan. It has been effective since 1943-06-01. The plan is filed with the U.S. Department of Labor under EIN 310397080.
Who sponsors the The Pension Plan for Employees of the Ohio National Life Insurance Company?
The Pension Plan for Employees of the Ohio National Life Insurance Company is sponsored by The Ohio National Life Insurance Company, located in Ohio. The sponsor's EIN is 310397080 and the plan operates in the Finance & Insurance industry.
How did The Pension Plan for Employees of the Ohio National Life Insurance Company perform in 2022?
The Pension Plan for Employees of the Ohio National Life Insurance Company declined by 23.2% during 2022, moving from $76M to $58M in total assets. Net income was $-17,680,847.
Where can I find official filings for The Pension Plan for Employees of the Ohio National Life Insurance Company?
Official Form 5500 filings for The Pension Plan for Employees of the Ohio National Life Insurance Company are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 310397080 or plan name at efast.dol.gov.
How does The Pension Plan for Employees of the Ohio National Life Insurance Company compare to other plans?
You can compare The Pension Plan for Employees of the Ohio National Life Insurance Company against other Defined Benefit (Pension) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 310397080.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.