Other · DOL Form 5500 · 2023
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Retirement Plan
Data updated 2026-08-25
- $605K
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $40,337
- Avg per participant Low balance/head
Official DOL plan name: Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan · Sponsored by Akron Urban Minority Alcohol and Drug Abuse Outreach Program · Ohio · Other Services
$605K in assets, 15 participants
Akron Urban Minority Alcohol and Drug Abuse Outreach Program's Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan reported $605K in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #3,264 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan ranks #3,264 of 7,857 2023 filers by assets (3317% of the sector average)-$605K for 15 participants.
- #3,264
- in Other Services (7,857 peers)
- +22.3%
- assets growth YoY
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan among the smaller filed plans by assets
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$605,058 19th percentile higher than 19% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan reported net income rose from -$61K in the plan year 2022 filing to $110K in the plan year 2023 filing.
- Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan end-of-year assets rose from $495K in the plan year 2022 filing to $605K in the plan year 2023 filing.
- Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan reported participants fell from 16 in the plan year 2022 filing to 15 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 341726481 · Akron Urban Minority Alcohol and Drug Abuse Outreach Program PY 2023 · Other
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan · $605K · 15 · 19th
- VS-ST $605K
- VS-ST 15
- VS-ST 19th
- VS-ST Other
- VS-ST near Employee Benefit Plan of the Acoaxet Club
- VS-ST ind #3264
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 →
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $495K |
|---|---|
| Net Assets (End of Year) | $605K |
| Net Income | $110K |
| Employer EIN | 341726481 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Akron Urban Minority Alcohol and Drug Abuse Outreach Program)
Sponsor-wide plan assets over time
All Akron Urban Minority Alcohol and Drug Abuse Outreach Program plans reported in each filing year
- Latest sponsor-wide plan assets
- $714K 44.22167737606041% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $495K |
| 2023 | 1 | 15 | $605K |
| 2024 | 1 | 13 | $714K |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Employee Benefit Plan of the Acoaxet Club in MA ($607K); by covered participants it is Tiaa-Cref Retirement Plan for Employees in FL (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($605K here).
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
- Tiaa-Cref Retirement Plan for Employees (FL) 15 · 0 off
- Georgia Resource Center Defined Contribution Annuity Plan (GA) 15 · 0 off
- Advisewell, Inc. Retirement Savings Plan (LA) 15 · 0 off
- The Little School (CA) 15 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.