Other · DOL Form 5500 · 2023

Episcopal Retirement Homes, Inc. Retirement Plan

Data updated 2026-08-11

$18M
Total assets
538
Participants
70th
Percentile by assets
$32,797
Avg per participant
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Official DOL plan name: Episcopal Retirement Services Staff Retirement Plan · Sponsored by Episcopal Retirement Homes, Inc. · Ohio · Healthcare & Social Assistance

$18M in assets, 538 participants

Episcopal Retirement Homes, Inc.'s Episcopal Retirement Services Staff Retirement Plan reported $18M in total assets and 538 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • 70th percentile by assets (of 127,072 plans)
  • #13,262 in Healthcare & Social Assistance (17,684 peers)

Episcopal Retirement Homes, Inc. multi-year trail

Episcopal Retirement Homes, Inc.'s plans moved +28.5% in assets from 2022 to 2024; this filing shows Episcopal Retirement Services Staff Retirement Plan at $18M / 538 participants.

$18M
total plan assets (2023 EOY)
538
covered participants
70th
percentile by assets (of 127,072 plans)
$32,797
avg assets per participant

Where Episcopal Retirement Services Staff Retirement Plan sits by total assets

Episcopal Retirement Services Staff Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,644,699 Top 30% higher than 70% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Episcopal Retirement Services Staff Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Episcopal Retirement Services Staff Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Healthcare & Social Assistance

Episcopal Retirement Homes, Inc. across 3 plan years on file

Across the 3 plan years Episcopal Retirement Homes, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $20M, a gain of 28.5%, while reported participants moved from 542 to 614 (+13.3%). Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($16M).

Episcopal Retirement Homes, Inc. multi-year asset trail

$14M$16M$18M$20M$22M 202220232024 $15.8M $20.3M ▲ +28.5%
Total plan assets by year, all Episcopal Retirement Homes, Inc. plans on file
Year Plans Participants Total Assets
2022 1 542 $16M
2023 1 538 $18M
2024 1 614 $20M

Episcopal Retirement Homes, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN310554071
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Episcopal Retirement Services Staff Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Episcopal Retirement…, Total assets ($B): 0.017644699 · Participants: 538Episcopal Retirement…Cleveland Clinic Sav…, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Sav…Ohiohealth Retiremen…, Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retiremen…University Hospitals…, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals…Faculty and Key Admi…, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Admi…Children's Hospital …, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital …
Episcopal Retirement Services Staff Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Episcopal Retirement Services Staff Reti… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Episcopal Retirement Services Staff Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Episcopal Retirement Services Staff Retirement Plan assets move in 2023? ▼
Episcopal Retirement Services Staff Retirement Plan grew at a solid clip - up 11.6% during 2023, from $16M to $18M. Reported net income was $2M.
How have Episcopal Retirement Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal Retirement Homes, Inc.'s sponsor-wide assets grew 28.5%, from $16M to $20M.
Which Other plans are similar in size to Episcopal Retirement Services Staff Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Health Federation of Philadelphia 403(b) Plan in PA ($18M, 370 participants).

Next read for Episcopal Retirement Services Staff Reti…

Multi-year trail

Ways to act on Episcopal Retirement Services Staff Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 310554071.

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.