Other · DOL Form 5500 · 2022
The Center for Individual & Family Services Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 414
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $13,584
- Avg per participant Low balance/head
Official DOL plan name: The Center Retirement Plan · Sponsored by The Center for Individual & Family Services · Ohio · Healthcare & Social Assistance
$6M in assets, 414 participants
The Center for Individual & Family Services's The Center Retirement Plan reported $6M in total assets and 414 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #11,788 in Healthcare & Social Assistance (20,060 peers)
The Center for Individual & Family Services multi-year trail
The Center for Individual & Family Services's plans moved +26.3% in assets from 2022 to 2024; this filing shows The Center Retirement Plan at $6M / 414 participants.
- #11,788
- in Healthcare & Social Assistance (20,060 peers)
- -14.9%
- assets change YoY
The plan reported a net loss of $987K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Center Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Center Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,623,948 Top 47% higher than 53% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Center Retirement 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. The Center Retirement Plan sits mid-pack in the medium band (414 participants).
Form 5500 schedule snapshot
Filing strip 341190641 · The Center for Individual & Family Services PY 2022 · Other
The Center Retirement Plan · $6M · 414 · 53rd
- NET $6M
- BOOK 414
- VS-ST 53rd
- BOY Other
- SCH near The Village Family Services 403(b) Plan
- EBSA ind #11788
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 →
The Center Retirement Plan in the asset neighbourhood
The Center for Individual & Family Services multi-year asset trail
Sponsor-wide plan assets over time
All The Center for Individual & Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 26.320584756473565% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 414 | $6M |
| 2023 | 1 | 418 | $6M |
| 2024 | 1 | 391 | $7M |
The Center for Individual & Family Services filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$987K |
| Employer EIN | 341190641 |
| Plan Effective Date | 1975-09-01 |
| 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 $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
The Center Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is The Village Family Services 403(b) Plan in CA ($6M); by covered participants it is Nupath, Inc. 403(b) Retirement Plan in MA (414 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (414 participants); asset peers above are excluded.
- Nupath, Inc. 403(b) Retirement Plan (MA) 414 · 0 off
- Community Living Alliance 403(b) Plan (WI) 414 · 0 off
- Ewtn 403(b) Retirement Savings Plan (AL) 414 · 0 off
- Episcopal Community Services of San Francisco, Inc. Retirement Plan (CA) 414 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.