Other · DOL Form 5500 · 2022

Wesley Community Services Organization Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
154
Participants Small participant base
25th
Percentile by assets National rank
$6,597
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Wesley Community Services Organization · Sponsored by Wesley Community Services Organization · Ohio · Healthcare & Social Assistance

$1M in assets, 154 participants

Wesley Community Services Organization's 403(b) Thrift Plan of Wesley Community Services Organization reported $1M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,489 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

403(b) Thrift Plan of Wesley Community Services Organization covers 154 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $1M.

#4,489
in Healthcare & Social Assistance (20,060 peers)
+55.4%
assets growth YoY

403(b) Thrift Plan of Wesley Community Services Organization among the smaller filed plans by assets

403(b) Thrift Plan of Wesley Community Services Organization vs every filed plan by assets

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

$1,015,958 25th percentile higher than 25% 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

403(b) Thrift Plan of Wesley Community Services Organization 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. 403(b) Thrift Plan of Wesley Community Services Organization sits mid-pack in the medium band (154 participants).

EBSA filing schedule strip

Filing strip 310537097 · Wesley Community Services Organization PY 2022 · Other

403(b) Thrift Plan of Wesley Community Services Organization · $1M · 154 · 25th

  • EIN $1M
  • EIN 154
  • EIN 25th
  • EIN Other
  • EIN near John Boos & Co. Money Purchase Pension Plan
  • EIN ind #4489

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 →

403(b) Thrift Plan of Wesley Community Services Organization in the asset neighbourhood

403(b) Thrift Plan of Wesley Community Services Organization403(b) Thrift Plan of Wesley…$1MJohn Boos & Co. Money Purchase Pension PlanJohn Boos & Co. Money Purcha…$1MPathways Youth and Family Services 403(b) PlanPathways Youth and Family Se…$1MTax Deferred Annuity Plan of Mental Health Providers of Western Queens, Inc.Tax Deferred Annuity Plan of…$1MCulver Excavating, Inc. 401(k) PlanCulver Excavating, Inc. 401(…$1M
End-of-year total assets ($M) among 403(b) Thrift Plan of Wesley Community Services Organization and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$654K
Net Assets (End of Year)$1M
Net Income$362K
Employer EIN310537097
Plan Effective Date2006-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesley Community Services Organization)

Sponsor-wide plan assets over time

All Wesley Community Services Organization plans reported in each filing year

Latest sponsor-wide plan assets
$2M 145.50827888554448% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $1.02M $2.49M ▲ +144.1%
Year Plans Participants Total Assets
2022 1 154 $1M
2023 1 136 $1M
2024 1 131 $2M

Nearby Other Plans in Ohio

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

403(b) Thrift Plan of Wesley Community Services Organization vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants 403(b) Thrift Plan of Wesley Community Services Organization, Total assets ($B): 0.001015958 · Participants: 154403(b) Thrift Plan of Wesley Community Services OrganizationCleveland 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
403(b) Thrift Plan of Wesley Community Services Organization vs. nearby Other plans in Ohio, assets vs. participants
Compare 403(b) Thrift Plan of Wesley Community Services Organization side-by-side with 3 peers →

403(b) Thrift Plan of Wesley Community Services Organization's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is John Boos & Co. Money Purchase Pension Plan in IL ($1M); by covered participants it is Kansas City Care Clinic Retirement Plan in MO (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 403(b) Thrift Plan of Wesley Community Services Organization assets move in 2022? ▼
403(b) Thrift Plan of Wesley Community Services Organization surged - up 55.4% during 2022, from $654K to $1M. Reported net income was $362K.
How have Wesley Community Services Organization plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wesley Community Services Organization's sponsor-wide assets grew 145.5%, from $1M to $2M.
Where does 403(b) Thrift Plan of Wesley Community Services Organization rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan of Wesley Community Services Organization ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Other plans are similar in size to 403(b) Thrift Plan of Wesley Community Services Organization? ▼
Among Other plans in other states, the closest by assets is John Boos & Co. Money Purchase Pension Plan in IL ($1M, 233 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Wesley Community Services Organization? ▼
Among Other plans in other states, the closest by covered participants is Kansas City Care Clinic Retirement Plan in MO (154 participants, $3M 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 310537097.

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.