Money Purchase · DOL Form 5500 · 2022

Office & Professional Employees Local 98 Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
36th
Percentile by assets National rank
$176,237
Avg per participant Above avg balance/head
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Official DOL plan name: Office & Professional Employees Local #98 Pension Plan · Sponsored by Office & Professional Employees Local 98 · Ohio · Administrative & Support Services

$2M in assets, 13 participants

Office & Professional Employees Local 98's Office & Professional Employees Local #98 Pension Plan reported $2M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,929 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Office & Professional Employees Local #98 Pension Plan ranks #2,929 of 4,927 2022 filers by assets (1259% of the sector average)-$2M for 13 participants.

#2,929
in Administrative & Support Services (4,927 peers)
+10.3%
assets growth YoY

Office & Professional Employees Local #98 Pension Plan's mid-pack asset rank among Administrative & Support Services and all filers

Office & Professional Employees Local #98 Pension Plan vs every filed plan by assets

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

$2,291,080 36th percentile higher than 36% 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

Office & Professional Employees Local #98 Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Office & Professional Employees Local #98 Pension Plan is a small filing (13 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 310627557 · Office & Professional Employees Local 98 PY 2022 · Money Purchase

Office & Professional Employees Local #98 Pension Plan · $2M · 13 · 36th

  • BOOK $2M
  • BOOK 13
  • BOOK 36th
  • BOOK Money Purchase
  • BOOK near Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731
  • BOOK ind #2929

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 Administrative & Support Services retirement plans → · Plans in Ohio →

Office & Professional Employees Local #98 Pension Plan in the asset neighbourhood

Money Purchase Pension Plan$2MAmended Charles S. James, D.D.S., Ltd. Pension Plan and TrustAmended Charles S. James, D.…$2MFirst National Bank, Quitaque Target Benefit Pension PlanFirst National Bank, Quitaqu…$2MAnnuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731Annuity Plan for Clerical Em…$2MOffice & Professional Employees Local #98 Pension PlanOffice & Professional Employ…$2M
End-of-year total assets ($M) among Office & Professional Employees Local #98 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$213K
Employer EIN310627557
Plan Effective Date1970-11-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Office & Professional Employees Local 98)

Sponsor-wide plan assets over time

All Office & Professional Employees Local 98 plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.222951621069537% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.29M $2.98M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 15 $3M
2024 1 8 $3M

Nearby Money Purchase Plans in Ohio

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

Office & Professional Employees Local #98 Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Office & Professional Employees Local #98 Pension Plan, Total assets ($B): 0.00229108 · Participants: 13Office & Professional Employees Local #98 Pension 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
Office & Professional Employees Local #98 Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Office & Professional Employees Local #98 Pension Plan side-by-side with 3 peers →

Office & Professional Employees Local #98 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 in NY ($2M); by covered participants it is Retirement Trust of Middle District Chapter 13 Offices (Durham) in NC (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Office & Professional Employees Local #98 Pension Plan assets move in 2022? ▼
Office & Professional Employees Local #98 Pension Plan grew at a solid clip - up 10.3% during 2022, from $2M to $2M. Reported net income was $213K.
How have Office & Professional Employees Local 98 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Office & Professional Employees Local 98's sponsor-wide assets grew 30.2%, from $2M to $3M.
Which Money Purchase plans are similar in size to Office & Professional Employees Local #98 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 in NY ($2M, 33 participants).
Which Money Purchase plans cover a similar participant headcount to Office & Professional Employees Local #98 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Trust of Middle District Chapter 13 Offices (Durham) in NC (13 participants, N/A 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 310627557.

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.