Other · DOL Form 5500 · 2022
Wexco Senior Services Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 224
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $13,650
- Avg per participant Low balance/head
Official DOL plan name: Wexner Heritage Village 403(b) Plan · Sponsored by Wexco Senior Services · Ohio · Healthcare & Social Assistance
$3M in assets, 224 participants
Wexco Senior Services's Wexner Heritage Village 403(b) Plan reported $3M in total assets and 224 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #8,916 in Healthcare & Social Assistance (20,060 peers)
Coverage in Ohio
Wexner Heritage Village 403(b) Plan covers 224 participants in Ohio, about 29% of the average Ohio filer (state average ~765 per filing). Assets: $3M.
- #8,916
- in Healthcare & Social Assistance (20,060 peers)
- -30.5%
- 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.
Wexner Heritage Village 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Wexner Heritage Village 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,057,688 41st percentile higher than 41% 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
Wexner Heritage Village 403(b) 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. Wexner Heritage Village 403(b) Plan sits mid-pack in the medium band (224 participants).
EBSA filing schedule strip
Filing strip 311804673 · Wexco Senior Services PY 2022 · Other
Wexner Heritage Village 403(b) Plan · $3M · 224 · 41st
- NET $3M
- NET 224
- NET 41st
- NET Other
- NET near Homesafe 403(b) Retirement Plan
- NET ind #8916
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 →
Wexner Heritage Village 403(b) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$1M |
| Employer EIN | 311804673 |
| Plan Effective Date | 2000-12-01 |
| Filing Status | FILING RECEIVED |
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
Wexner Heritage Village 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Homesafe 403(b) Retirement Plan in FL ($3M); by covered participants it is Spaulding Academy & Family Services 403(b) Retirement Plan in NH (224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Homesafe 403(b) Retirement Plan (FL) $3M · 126
- Adjoin 403(b) Plan (CA) $3M · 287
- The Consortium 403(b) Plan (PA) $3M · 220
- Area Agency on Aging of Southeast Arkansas Retirement Plan (AR) $3M · 344
Similar participant headcount
Nearest other-state filings by covered participants (224 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.