Defined Benefit (Pension) · DOL Form 5500 · 2022

Diocese of Youngstown Pension Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
252
Participants Below avg headcount
90th
Percentile by assets National rank
$274,410
Avg per participant High balance/head
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Official DOL plan name: Diocese of Youngstown Retirement Income Plan · Sponsored by Diocese of Youngstown · Ohio · Other Services

$69M in assets, 252 participants

Diocese of Youngstown's Diocese of Youngstown Retirement Income Plan reported $69M in total assets and 252 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.

  • #8,071 in Other Services (8,398 peers)

Coverage in Ohio

Diocese of Youngstown Retirement Income Plan covers 252 participants in Ohio, about 33% of the average Ohio filer (state average ~765 per filing). Assets: $69M.

#8,071
in Other Services (8,398 peers)
-7.3%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Diocese of Youngstown Retirement Income Plan's outsized position by total assets

Diocese of Youngstown Retirement Income Plan vs every filed plan by assets

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

$69,151,419 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

Diocese of Youngstown Retirement Income 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. Diocese of Youngstown Retirement Income Plan sits mid-pack in the medium band (252 participants).

Plan-year Form 5500 strip

Filing strip 340714655 · Diocese of Youngstown PY 2022 · Defined Benefit (Pension)

Diocese of Youngstown Retirement Income Plan · $69M · 252 · 90th

  • PART $69M
  • TYPE 252
  • NET 90th
  • BOOK Defined Benefit (Pension)
  • VS-ST near IBEW Local 684 Pension Trust
  • BOY ind #8071

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 →

Diocese of Youngstown Retirement Income Plan in the asset neighbourhood

Texas Trust Credit Union Retirement Income PlanTexas Trust Credit Union Ret…$69MAcuity Brands, Inc. Pension PlanAcuity Brands, Inc. Pension …$69MMag Mutual Insurance Company Defined Benefit PlanMag Mutual Insurance Company…$69MIBEW Local 684 Pension Trust$69MDiocese of Youngstown Retirement Income PlanDiocese of Youngstown Retire…$69M
End-of-year total assets ($M) among Diocese of Youngstown Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$69M
Net Income-$5M
Employer EIN340714655
Plan Effective Date1966-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Diocese of Youngstown)

Sponsor-wide plan assets over time

All Diocese of Youngstown plans reported in each filing year

Latest sponsor-wide plan assets
$355K 99.48694328311615% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $69.2M $0.35M ▼ -99.5%
Year Plans Participants Total Assets
2022 1 252 $69M
2023 1 230 $66M
2024 1 209 $355K

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Diocese of Youngstown Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Diocese of Youngstown Retirement Income Plan, Total assets ($B): 0.069151419 · Participants: 252Diocese of Youngstown Retirement Income PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
Diocese of Youngstown Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Diocese of Youngstown Retirement Income Plan side-by-side with 3 peers →

Diocese of Youngstown Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is IBEW Local 684 Pension Trust in CA ($69M); by covered participants it is Monongalia Health System, Inc. Retirement Plan in WV (252 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Diocese of Youngstown Retirement Income Plan assets move in 2022? ▼
Diocese of Youngstown Retirement Income Plan pulled back noticeably - down 7.3% during 2022, from $75M to $69M. Reported net income was -$5M.
How have Diocese of Youngstown plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Diocese of Youngstown's sponsor-wide assets declined 99.5%, from $69M to $355K.
Where does Diocese of Youngstown Retirement Income Plan rank by assets among Form 5500 filers? ▼
Diocese of Youngstown Retirement Income 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 Defined Benefit (Pension) plans are similar in size to Diocese of Youngstown Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local 684 Pension Trust in CA ($69M, 429 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Diocese of Youngstown Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Monongalia Health System, Inc. Retirement Plan in WV (252 participants, $171M 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 340714655.

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.