Other · DOL Form 5500 · 2022

Ohio Living Retirement Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
2,962
Participants Above avg headcount
90th
Percentile by assets National rank
$21,595
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ohio Living 403(b) Plan · Sponsored by Ohio Living · Ohio · Healthcare & Social Assistance

$64M in assets, 2,962 participants

Ohio Living's Ohio Living 403(b) Plan reported $64M in total assets and 2,962 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,336 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Ohio Living 403(b) Plan covers 2,962 participants in Ohio, 3.9x the typical Ohio plan (state average ~765 per filing). Assets: $64M.

#18,336
in Healthcare & Social Assistance (20,060 peers)
-22.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

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

Ohio Living 403(b) Plan's outsized position by total assets

Ohio Living 403(b) Plan vs every filed plan by assets

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

$63,965,270 Top 10% higher than 90% 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

Ohio Living 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Living 403(b) Plan lands in the large band (2,962 participants).

Plan-year Form 5500 strip

Filing strip 344429863 · Ohio Living PY 2022 · Other

Ohio Living 403(b) Plan · $64M · 2,962 · 90th

  • SCH $64M
  • EBSA 2,962
  • PART 90th
  • TYPE Other
  • NET near Camc Health System, Inc. Retirement Savings Plan
  • BOOK ind #18336

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 →

Ohio Living 403(b) Plan in the asset neighbourhood

Iowa Health System Tax Deferred Section 403(b) PlanIowa Health System Tax Defer…$64MOhio Living 403(b) Plan$64MCamc Health System, Inc. Retirement Savings PlanCamc Health System, Inc. Ret…$64MMay Institute, Inc. Defined Contribution Retirement PlanMay Institute, Inc. Defined …$64MStanley Member Stock Bonus PlanStanley Member Stock Bonus P…$64M
End-of-year total assets ($M) among Ohio Living 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$64M
Net Income-$18M
Employer EIN344429863
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Living)

Sponsor-wide plan assets over time

All Ohio Living plans reported in each filing year

Latest sponsor-wide plan assets
$72M 13.27820081115893% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $64M $72.5M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 2,962 $64M
2023 1 2,523 $71M
2024 1 2,280 $72M

Nearby Other Plans in Ohio

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

Ohio Living 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Ohio Living 403(b) Plan, Total assets ($B): 0.06396527 · Participants: 2962Ohio Living 403(b) 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
Ohio Living 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Ohio Living 403(b) Plan side-by-side with 3 peers →

Ohio Living 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Camc Health System, Inc. Retirement Savings Plan in WV ($64M); by covered participants it is Riverside Healthcare 403(b) Retirement Plan in IL (2,959 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,962 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 Ohio Living 403(b) Plan assets move in 2022? ▼
Ohio Living 403(b) Plan declined sharply - down 22.2% during 2022, from $82M to $64M. Reported net income was -$18M.
How have Ohio Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio Living's sponsor-wide assets grew 13.3%, from $64M to $72M.
Where does Ohio Living 403(b) Plan rank by assets among Form 5500 filers? ▼
Ohio Living 403(b) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Ohio Living 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Camc Health System, Inc. Retirement Savings Plan in WV ($64M, N/A participants).
Which Other plans cover a similar participant headcount to Ohio Living 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Riverside Healthcare 403(b) Retirement Plan in IL (2,959 participants, $154M 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 344429863.

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.