Other · DOL Form 5500 · 2023
Episcopal Retirement Homes, Inc. Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 538
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $32,797
- Avg per participant Low balance/head
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.
- #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.
- #13,262
- in Healthcare & Social Assistance (17,684 peers)
- +11.6%
- assets growth YoY
Episcopal Retirement Services Staff Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Episcopal Retirement Services Staff Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Episcopal Retirement Services Staff Retirement Plan sits mid-pack in the medium band (538 participants).
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.
Form 5500 schedule snapshot
Filing strip 310554071 · Episcopal Retirement Homes, Inc. PY 2023 · Other
Episcopal Retirement Services Staff Retirement Plan · $18M · 538 · 70th
- PART $18M
- TYPE 538
- NET 70th
- BOOK Other
- VS-ST near The Health Federation of Philadelphia 403(b) Plan
- BOY ind #13262
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 →
Episcopal Retirement Services Staff Retirement Plan in the asset neighbourhood
Episcopal Retirement Homes, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Episcopal Retirement Homes, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 28.52381943804978% vs 2022
- 2024 filing year
| 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 EIN | 310554071 |
| Plan Effective Date | 1989-01-01 |
| 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 $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
Episcopal Retirement Services Staff Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is The Health Federation of Philadelphia 403(b) Plan in PA ($18M); by covered participants it is Bank Street College of Education Defined Contribution Plan in NY (537 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- The Health Federation of Philadelphia 403(b) Plan (PA) $18M · 370
- The Art Institute of Chicago Tax Deferred Savings Program (IL) $18M · 1,855
- P.G. Chambers School 403(b) Plan (NJ) $18M · 179
- Hhi Retirement Savings Plan (MI) $18M · 423
Similar participant headcount
Nearest other-state filings by covered participants (538 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.