Sem Haven Employer Assisted Retirement Savings Program
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Sem Haven Health Care Center · Ohio · Healthcare & Social Assistance
What the 2023 filing shows
Sem Haven Employer Assisted Retirement Savings Program holds $2M for 169 participants — about $12,846 per participant, down 17.4% over the 2022 plan year.
- $2M
- total plan assets (2022 EOY)
- 169
- covered participants
- $12,846
- avg assets per participant
- -17.4%
- assets change YoY
The plan reported a net loss of $457K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Sem Haven Employer Assisted Retirement Savings Program
Sem Haven Employer Assisted Retirement Savings Program is a Profit Sharing retirement plan sponsored by Sem Haven Health Care Center, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 169 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 237366692, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $3M at the beginning of 2022 to $2M at year-end — a decline of 17.4%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-456,545 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.
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 — 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) | $3M |
| Total Assets (End of Year) | $2M |
| Net Assets (End of Year) | $2M |
| Net Income | $-456,545 |
| Plan Type | Profit Sharing |
| Employer EIN | 237366692 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Nationwide Savings Plan $7.6B · 24,715
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- The Procter & Gamble Savings Plan $5.1B · 28,627
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
Related Data
Guides
Frequently Asked Questions
How much money is in the Sem Haven Employer Assisted Retirement Savings Program? ▼
What type of plan is Sem Haven Employer Assisted Retirement Savings Program? ▼
Who sponsors the Sem Haven Employer Assisted Retirement Savings Program? ▼
How did Sem Haven Employer Assisted Retirement Savings Program perform in 2022? ▼
Where can I find official filings for Sem Haven Employer Assisted Retirement Savings Program? ▼
How does Sem Haven Employer Assisted Retirement Savings Program compare to other plans? ▼
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) — original filing retrieval by EIN 237366692.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.