Profit Sharing · DOL Form 5500 · 2023

Ohio Valley Residential Services Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
171
Participants Small participant base
41st
Percentile by assets National rank
$24,792
Avg per participant Low balance/head
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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.

  • #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.

#7,839
in Healthcare & Social Assistance (17,684 peers)
-1.9%
assets change YoY

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.

Ohio Valley Residential Services 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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 2023

Ohio Valley Residential Services 403b Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Valley Residential Services 403b Plan sits mid-pack in the medium band (171 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 310834124 · Ohio Valley Residential Services PY 2023 · Profit Sharing

Ohio Valley Residential Services 403b Plan · $4M · 171 · 41st

  • PHOTO $4M
  • PHOTO 171
  • PHOTO 41st
  • PHOTO Profit Sharing
  • PHOTO near Chopra Plastic Surgery, P. C. 401(k) Profit Sharing
  • PHOTO ind #7839

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 →

Ohio Valley Residential Services 403b Plan in the asset neighbourhood

Ohio Valley Residential Services 403b PlanOhio Valley Residential Serv…$4MChopra Plastic Surgery, P. C. 401(k) Profit SharingChopra Plastic Surgery, P. C…$4MJ M Egloff Profit Sharing PlanJ M Egloff Profit Sharing Pl…$4MManagement Psychology Group, PC Profit Sharing PlanManagement Psychology Group,…$4MJames T Warring Sons, Inc Profit Sharing PlanJames T Warring Sons, Inc Pr…$4M
End-of-year total assets ($M) among Ohio Valley Residential Services 403b Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$82K
Employer EIN310834124
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Valley Residential Services)

Sponsor-wide plan assets over time

All Ohio Valley Residential Services plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.298517409504592% vs 2022
2024 filing year
$4.1M$4.2M$4.3M$4.4M 202220232024 $4.32M $4.14M ▼ -4.2%
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 Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Ohio Valley Residential Services 403b Plan, Total assets ($B): 0.004239365 · Participants: 171Ohio Valley Residential Services 403b PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Ohio Valley Residential Services 403b Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Ohio Valley Residential Services 403b Plan side-by-side with 3 peers →

Ohio Valley Residential Services 403b Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Chopra Plastic Surgery, P. C. 401(k) Profit Sharing in VA ($4M); by covered participants it is Methodist Church Home for the Aged 403(b) Plan in NY (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ohio Valley Residential Services 403b Plan assets move in 2023? ▼
Ohio Valley Residential Services 403b Plan edged down modestly - down 1.9% during 2023, from $4M to $4M. Reported net income was -$82K.
How have Ohio Valley Residential Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio Valley Residential Services's sponsor-wide assets declined 4.3%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Ohio Valley Residential Services 403b Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Chopra Plastic Surgery, P. C. 401(k) Profit Sharing in VA ($4M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Ohio Valley Residential Services 403b Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Methodist Church Home for the Aged 403(b) Plan in NY (171 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 310834124.

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.