Money Purchase · DOL Form 5500 · 2022

Council on Aging of Southwestern Ohio, Inc. Money Purchase Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
248
Participants Below avg headcount
72nd
Percentile by assets National rank
$59,288
Avg per participant Low balance/head
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Official DOL plan name: Council on Aging of Southwestern Ohio, Inc. Retirement Plan · Sponsored by Council on Aging of Southwestern Ohio, Inc. · Ohio · Other Services

$15M in assets, 248 participants

Council on Aging of Southwestern Ohio, Inc.'s Council on Aging of Southwestern Ohio, Inc. Retirement Plan reported $15M in total assets and 248 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #7,069 in Other Services (8,398 peers)

Coverage in Ohio

Council on Aging of Southwestern Ohio, Inc. Retirement Plan covers 248 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $15M.

#7,069
in Other Services (8,398 peers)
+15.8%
assets growth YoY

Council on Aging of Southwestern Ohio, Inc. Retirement Plan's outsized position by total assets

Council on Aging of Southwestern Ohio, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,703,517 Top 28% higher than 72% of 139,123 filed plans

This plan $0 $2,050,000,000 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 2022

Council on Aging of Southwestern Ohio, Inc. 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. Council on Aging of Southwestern Ohio, Inc. Retirement Plan sits mid-pack in the medium band (248 participants).

DOL schedule card

Filing strip 310807186 · Council on Aging of Southwestern Ohio, Inc. PY 2022 · Money Purchase

Council on Aging of Southwestern Ohio, Inc. Retirement Plan · $15M · 248 · 72nd

  • PCT $15M
  • PCT 248
  • PCT 72nd
  • PCT Money Purchase
  • PCT near The Richland Hospital, Inc. Money Purchase Plan
  • PCT ind #7069

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 →

Council on Aging of Southwestern Ohio, Inc. Retirement Plan in the asset neighbourhood

Stage Employees Local No 18 Retirement PlanStage Employees Local No 18 …$15MCouncil on Aging of Southwestern Ohio, Inc. Retirement PlanCouncil on Aging of Southwes…$15MThe Richland Hospital, Inc. Money Purchase PlanThe Richland Hospital, Inc. …$15MRetirement Plan for Employees of Graham Windham Services to FamiliesRetirement Plan for Employee…$15MIllinois Valley Community Hospital Defined Contribution Retirement PlanIllinois Valley Community Ho…$15M
End-of-year total assets ($M) among Council on Aging of Southwestern Ohio, Inc. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN310807186
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Council on Aging of Southwestern Ohio, Inc.)

Sponsor-wide plan assets over time

All Council on Aging of Southwestern Ohio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 44.49081128004953% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $21.3M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 248 $15M
2023 1 297 $19M
2024 1 316 $21M

Nearby Money Purchase Plans in Ohio

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

Council on Aging of Southwestern Ohio, Inc. Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Council on Aging of Southwestern Ohio, Inc. Retirement Plan, Total assets ($B): 0.014703517 · Participants: 248Council on Aging of Southwestern Ohio, Inc. Retirement PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.324447859 · Participants: 44824The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.178697499 · Participants: 4506The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.441036559 · Participants: 6972Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.415384132 · Participants: 1076Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.303300519 · Participants: 2818University of Dayton Defined Contribution Retirement Plan
Council on Aging of Southwestern Ohio, Inc. Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Council on Aging of Southwestern Ohio, Inc. Retirement Plan side-by-side with 3 peers →

Council on Aging of Southwestern Ohio, Inc. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is The Richland Hospital, Inc. Money Purchase Plan in WI ($15M); by covered participants it is Rowland Hall, Saint Mark's School 403(b) DC Plan in UT (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Council on Aging of Southwestern Ohio, Inc. Retirement Plan assets move in 2022? ▼
Council on Aging of Southwestern Ohio, Inc. Retirement Plan grew sharply - up 15.8% during 2022, from $13M to $15M. Reported net income was $2M.
How have Council on Aging of Southwestern Ohio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Council on Aging of Southwestern Ohio, Inc.'s sponsor-wide assets grew 44.5%, from $15M to $21M.
Which Money Purchase plans are similar in size to Council on Aging of Southwestern Ohio, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Richland Hospital, Inc. Money Purchase Plan in WI ($15M, 342 participants).
Which Money Purchase plans cover a similar participant headcount to Council on Aging of Southwestern Ohio, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Rowland Hall, Saint Mark's School 403(b) DC Plan in UT (249 participants, $34M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 310807186.

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.