Money Purchase · DOL Form 5500 · 2022
Council on Aging of Southwestern Ohio, Inc. Money Purchase Plan
Data updated 2026-08-11
- $15M
- Total assets
- 248
- Participants
- 72nd
- Percentile by assets
- $59,288
- Avg per participant
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.
- 72nd percentile by assets (of 139,126 plans)
- #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.
- $15M
- total plan assets (2022 EOY)
- 248
- covered participants
- 72nd
- percentile by assets (of 139,126 plans)
- $59,288
- avg assets per participant
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Council on Aging of Southwestern Ohio, Inc. Retirement Plan reports 248 participants - about 32% of that state average ($15M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 310807186 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Council on Aging of Southwestern Ohio, Inc.)
| 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
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.3B · 44,824
- The Cleveland Clinic Foundation Cash Balance Plan $1.2B · 4,506
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $441M · 6,972
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $415M · 1,076
- University of Dayton Defined Contribution Retirement Plan $303M · 2,818
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Council on Aging of Southwestern Ohio, Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Council on Aging of Southwestern Ohio, Inc. Retirement Plan assets move in 2022? ▼
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Filing takeaways
Ways to act on Council on Aging of Southwestern Ohio, Inc. Retirement Plan's numbers.
- By total assets, Council on Aging of Southwestern Ohio, Inc. Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- Council on Aging of Southwestern Ohio, Inc.'s sponsor-wide assets have grown 44.5% since 2022 across 3 plan years on file. More Other Services plans