Profit Sharing · DOL Form 5500 · 2023
Ohio Valley Residential Services Profit Sharing Plan
Data updated 2026-08-11
- $4M
- Total assets
- 171
- Participants
- 41st
- Percentile by assets
- $24,792
- Avg per participant
Official DOL plan name: Ohio Valley Residential Services 403b Plan · Sponsored by Ohio Valley Residential Services · Ohio · Healthcare & Social Assistance
$4M in assets, 171 participants
Ohio Valley Residential Services's Ohio Valley Residential Services 403b Plan reported $4M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- 41st percentile by assets (of 127,072 plans)
- #7,839 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Ohio Valley Residential Services 403b Plan covers 171 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $4M.
- $4M
- total plan assets (2023 EOY)
- 171
- covered participants
- 41st
- percentile by assets (of 127,072 plans)
- $24,792
- avg assets per participant
The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Ohio Valley Residential Services 403b Plan sits by total assets
Ohio Valley Residential Services 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,239,365 41st percentile higher than 41% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ohio Valley Residential Services 403b Plan reported net income rose from -$985K in the plan year 2022 filing to -$82K in the plan year 2023 filing.
- Ohio Valley Residential Services 403b Plan reported participants fell from 187 in the plan year 2022 filing to 171 in the plan year 2023 filing.
- Ohio Valley Residential Services 403b Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Ohio Valley Residential Services 403b Plan reports 171 participants - about 22% of that state average ($4M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$82K |
| Employer EIN | 310834124 |
| Plan Effective Date | 1999-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ohio Valley Residential Services)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 187 | $4M |
| 2023 | 1 | 171 | $4M |
| 2024 | 1 | 171 | $4M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Ohio Valley Residential Services 403b Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Ohio Valley Residential Services 403b Plan by total assets, not by location.
Frequently Asked Questions
How did Ohio Valley Residential Services 403b Plan assets move in 2023? ▼
How have Ohio Valley Residential Services plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Ohio Valley Residential Services 403b Plan? ▼
Next read for Ohio Valley Residential Services 403b Pl…
Filing takeaways
Ways to act on Ohio Valley Residential Services 403b Plan's numbers.
- By total assets, Ohio Valley Residential Services 403b Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Ohio Valley Residential Services's sponsor-wide assets have declined 4.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans