Other · DOL Form 5500 · 2022

Andrews-Osborne Academy Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
73
Participants Small participant base
58th
Percentile by assets National rank
$97,054
Avg per participant Below avg balance/head
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Official DOL plan name: Andrews School Tiaa-Cref Tax Deferred Retirement Annuities · Sponsored by Andrews-Osborne Academy · Ohio · Educational Services

$7M in assets, 73 participants

Andrews-Osborne Academy's Andrews School Tiaa-Cref Tax Deferred Retirement Annuities reported $7M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,661 in Educational Services (4,024 peers)

Andrews-Osborne Academy multi-year trail

Andrews-Osborne Academy's plans moved +24.1% in assets from 2022 to 2024; this filing shows Andrews School Tiaa-Cref Tax Deferred Retirement Annuities at $7M / 73 participants.

#1,661
in Educational Services (4,024 peers)
-14.1%
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.

Andrews School Tiaa-Cref Tax Deferred Retirement Annuities's mid-pack asset rank among Educational Services and all filers

Andrews School Tiaa-Cref Tax Deferred Retirement Annuities vs every filed plan by assets

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

$7,084,954 Top 42% higher than 58% 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

Andrews School Tiaa-Cref Tax Deferred Retirement Annuities among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Andrews School Tiaa-Cref Tax Deferred Retirement Annuities is a small filing (73 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 340714625 · Andrews-Osborne Academy PY 2022 · Other

Andrews School Tiaa-Cref Tax Deferred Retirement Annuities · $7M · 73 · 58th

  • BOY $7M
  • BOY 73
  • BOY 58th
  • BOY Other
  • BOY near Low Country Health Care System 403b Matching Retirement Plan
  • BOY ind #1661

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 Educational Services retirement plans → · Plans in Ohio →

Andrews School Tiaa-Cref Tax Deferred Retirement Annuities in the asset neighbourhood

Low Country Health Care System 403b Matching Retirement PlanLow Country Health Care Syst…$7MCriterion Child Enrichment Inc. Tax Deferred Annuity (Tda) PlanCriterion Child Enrichment I…$7MPark Day School Defined Contribution Retirement PlanPark Day School Defined Cont…$7MThe Voice of the Martyrs, Inc. 403(b) PlanThe Voice of the Martyrs, In…$7MAndrews School Tiaa-Cref Tax Deferred Retirement AnnuitiesAndrews School Tiaa-Cref Tax…$7M
End-of-year total assets ($M) among Andrews School Tiaa-Cref Tax Deferred Retirement Annuities and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Andrews-Osborne Academy multi-year asset trail

Sponsor-wide plan assets over time

All Andrews-Osborne Academy plans reported in each filing year

Latest sponsor-wide plan assets
$12M 24.091950989427758% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.58M $11.9M ▲ +24.1%
Year Plans Participants Total Assets
2022 2 85 $10M
2023 2 87 $11M
2024 2 95 $12M

Andrews-Osborne Academy filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN340714625
Plan Effective Date1988-03-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Andrews School Tiaa-Cref Tax Deferred Retirement Annuities vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Andrews School Tiaa-Cref Tax Deferred Retirement Annuities, Total assets ($B): 0.007084954 · Participants: 73Andrews School Tiaa-Cref Tax Deferred Retirement AnnuitiesCleveland 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
Andrews School Tiaa-Cref Tax Deferred Retirement Annuities vs. nearby Other plans in Ohio, assets vs. participants
Compare Andrews School Tiaa-Cref Tax Deferred Retirement Annuities side-by-side with 3 peers →

Andrews School Tiaa-Cref Tax Deferred Retirement Annuities's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Low Country Health Care System 403b Matching Retirement Plan in SC ($7M); by covered participants it is International Institute of New England 403(b) Plan in MA (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Andrews School Tiaa-Cref Tax Deferred Retirement Annuities assets move in 2022? ▼
Andrews School Tiaa-Cref Tax Deferred Retirement Annuities pulled back noticeably - down 14.1% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Andrews-Osborne Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andrews-Osborne Academy's sponsor-wide assets grew 24.1%, from $10M to $12M.
Which Other plans are similar in size to Andrews School Tiaa-Cref Tax Deferred Retirement Annuities? ▼
Among Other plans in other states, the closest by assets is Low Country Health Care System 403b Matching Retirement Plan in SC ($7M, 224 participants).
Which Other plans cover a similar participant headcount to Andrews School Tiaa-Cref Tax Deferred Retirement Annuities? ▼
Among Other plans in other states, the closest by covered participants is International Institute of New England 403(b) Plan in MA (73 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 340714625.

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.