Other · DOL Form 5500 · 2022
New Avenues to Independence, Inc. Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 233
- Participants Below avg headcount
- 35th
- Percentile by assets National rank
- $9,415
- Avg per participant Low balance/head
Official DOL plan name: New Avenues to Independence, Inc. Retirement Plan · Sponsored by New Avenues to Independence, Inc. · Ohio · Other Services
$2M in assets, 233 participants
New Avenues to Independence, Inc.'s New Avenues to Independence, Inc. Retirement Plan reported $2M in total assets and 233 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #4,870 in Other Services (8,398 peers)
Coverage in Ohio
New Avenues to Independence, Inc. Retirement Plan covers 233 participants in Ohio, about 30% of the average Ohio filer (state average ~765 per filing). Assets: $2M.
- #4,870
- in Other Services (8,398 peers)
- -23.9%
- assets change YoY
The plan reported a net loss of $687K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New Avenues to Independence, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers
New Avenues to Independence, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,193,608 35th percentile higher than 35% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
New Avenues to Independence, Inc. 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. New Avenues to Independence, Inc. Retirement Plan sits mid-pack in the medium band (233 participants).
Published 5500 schedule card
Filing strip 340871661 · New Avenues to Independence, Inc. PY 2022 · Other
New Avenues to Independence, Inc. Retirement Plan · $2M · 233 · 35th
- EBSA $2M
- EBSA 233
- EBSA 35th
- EBSA Other
- EBSA near Via of the Lehigh Valley, Inc. 403(b) Plan
- EBSA ind #4870
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 Other Services retirement plans → · Plans in Ohio →
New Avenues to Independence, Inc. Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$687K |
| Employer EIN | 340871661 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Avenues to Independence, Inc.)
Sponsor-wide plan assets over time
All New Avenues to Independence, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 4.4546245272628475% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 233 | $2M |
| 2023 | 1 | 199 | $3M |
| 2024 | 1 | 242 | $2M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
New Avenues to Independence, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Via of the Lehigh Valley, Inc. 403(b) Plan in PA ($2M); by covered participants it is Trinity Washington University DC Retirement Plan in DC (233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Via of the Lehigh Valley, Inc. 403(b) Plan (PA) $2M · 164
- Michael Dunn Center Retirement Plan (TN) $2M · 318
- Salem Christian Homes 403(b) Retirement Savings Plan (CA) $2M · 184
- Goodwill 403(b) Plan (CA) $2M · 408
Similar participant headcount
Nearest other-state filings by covered participants (233 participants); asset peers above are excluded.
- Trinity Washington University DC Retirement Plan (DC) 233 · 0 off
- Bone and Joint Institute of Tennessee 403b Plan (TN) 233 · 0 off
- Gfhc Employee Retirement Savings Plan (CT) 233 · 0 off
- John Boos & Co. Money Purchase Pension Plan (IL) 233 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.