401(k) · DOL Form 5500 · 2023
Third Federal Savings and Loan Association of Cleveland 401(k) Plan
Data updated 2026-08-25
- $194M
- Total assets Near avg plan size
- 1,030
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $188,377
- Avg per participant Above avg balance/head
Official DOL plan name: Third Federal 401(k) Savings Plan · Sponsored by Third Federal Savings and Loan Association of Cleveland · Ohio · Finance & Insurance
$194M in assets, 1,030 participants
Third Federal Savings and Loan Association of Cleveland's Third Federal 401(k) Savings Plan reported $194M in total assets and 1,030 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,104 in Finance & Insurance (8,869 peers)
Where Third Federal 401(k) Savings Plan sits by assets
Third Federal 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $194M for 1,030 participants (~$188,377/participant), up 17.7% in 2023.
- #8,104
- in Finance & Insurance (8,869 peers)
- +17.7%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Third Federal 401(k) Savings Plan's outsized position by total assets
Third Federal 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$194,028,666 Top 5% higher than 95% 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
Third Federal 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Third Federal 401(k) Savings Plan lands in the large band (1,030 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Third Federal 401(k) Savings Plan reported net income rose from -$37M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Third Federal 401(k) Savings Plan end-of-year assets rose from $165M in the plan year 2022 filing to $194M in the plan year 2023 filing.
- Third Federal 401(k) Savings Plan reported participants rose from 998 in the plan year 2022 filing to 1,030 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 340573493 · Third Federal Savings and Loan Association of Cleveland PY 2023 · 401(k)
Third Federal 401(k) Savings Plan · $194M · 1,030 · 95th
- IND $194M
- EOY 1,030
- 5500 95th
- ASSETS 401(k)
- PCT near Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan
- EIN ind #8104
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 Finance & Insurance retirement plans → · Plans in Ohio →
Third Federal 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $165M |
|---|---|
| Net Assets (End of Year) | $194M |
| Net Income | $27M |
| Employer EIN | 340573493 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Third Federal Savings and Loan Association of Cleveland)
Sponsor-wide plan assets over time
All Third Federal Savings and Loan Association of Cleveland plans reported in each filing year
- Latest sponsor-wide plan assets
- $396M 4.978220110989469% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,242 | $377M |
| 2023 | 3 | 2,235 | $411M |
| 2024 | 3 | 2,148 | $396M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Third Federal 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan in NY ($194M); by covered participants it is Employee Savings and Stock Ownership Plan of General Re Corp and Its Domestic Subsidiaries in CT (1,030 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($194M here).
- Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan (NY) $194M · 1,511
- Airborn, Inc. 401(k) Savings and Employee Stock Ownership Plan (TX) $194M · 1,544
- Moffatt & Nichol 401(k) Profit Sharing Plan (CA) $194M · 837
- Savannah College of Art and Design Retirement Plan (GA) $194M · 1,890
Similar participant headcount
Nearest other-state filings by covered participants (1,030 participants); asset peers above are excluded.
- Employee Savings and Stock Ownership Plan of General Re Corp and Its Domestic Subsidiaries (CT) 1,030 · 0 off
- Cboe Global Markets Smart Plan (IL) 1,030 · 0 off
- Broad River Rehabilitation 401(k) Plan (NC) 1,030 · 0 off
- Hog Slat, Inc. Retirement Savings Plan (NC) 1,030 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.