Other · DOL Form 5500 · 2023

Old Trail School Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
85
Participants Small participant base
69th
Percentile by assets National rank
$190,815
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Old Trail School Defined Contribution Retirement Plan · Sponsored by Old Trail School · Ohio · Educational Services

$16M in assets, 85 participants

Old Trail School's Old Trail School Defined Contribution Retirement Plan reported $16M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,918 in Educational Services (3,735 peers)

Old Trail School multi-year trail

Old Trail School's plans moved +11.7% in assets from 2022 to 2024; this filing shows Old Trail School Defined Contribution Retirement Plan at $16M / 85 participants.

#1,918
in Educational Services (3,735 peers)
+6.4%
assets growth YoY

Old Trail School Defined Contribution Retirement Plan's outsized position by total assets

Old Trail School Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,219,289 Top 31% higher than 69% 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

Old Trail School Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Old Trail School Defined Contribution Retirement Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Old Trail School Defined Contribution Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $974K in the plan year 2023 filing.
  • Old Trail School Defined Contribution Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Old Trail School Defined Contribution Retirement Plan reported participants fell from 89 in the plan year 2022 filing to 85 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340737805 · Old Trail School PY 2023 · Other

Old Trail School Defined Contribution Retirement Plan · $16M · 85 · 69th

  • VS-ST $16M
  • VS-ST 85
  • VS-ST 69th
  • VS-ST Other
  • VS-ST near Eaton Rapids Medical Center 403(b) Plan
  • VS-ST ind #1918

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 Educational Services retirement plans → · Plans in Ohio →

Old Trail School Defined Contribution Retirement Plan in the asset neighbourhood

San Diego Blood Bank 403(b) PlanSan Diego Blood Bank 403(b) …$16MOld Trail School Defined Contribution Retirement PlanOld Trail School Defined Con…$16MEaton Rapids Medical Center 403(b) PlanEaton Rapids Medical Center …$16MGateway School Defined Contribution Retirement PlanGateway School Defined Contr…$16MCns Healthcare 403(b) Plan$16M
End-of-year total assets ($M) among Old Trail School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Old Trail School multi-year asset trail

Sponsor-wide plan assets over time

All Old Trail School plans reported in each filing year

Latest sponsor-wide plan assets
$17M 11.694816598544396% vs 2022
2024 filing year
$15M$16M$17M$18M 202220232024 $15.3M $17M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 89 $15M
2023 1 85 $16M
2024 1 89 $17M

Old Trail School filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$974K
Employer EIN340737805
Plan Effective Date1966-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Old Trail School Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Old Trail School Defined Contribution Retirement Plan, Total assets ($B): 0.016219289 · Participants: 85Old Trail School Defined Contribution Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Old Trail School Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Old Trail School Defined Contribution Retirement Plan side-by-side with 3 peers →

Old Trail School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Eaton Rapids Medical Center 403(b) Plan in MI ($16M); by covered participants it is Hospice Brazos Valley, Inc. ERISA 403(b) Plan in TX (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Old Trail School Defined Contribution Retirement Plan assets move in 2023? ▼
Old Trail School Defined Contribution Retirement Plan grew at a solid clip - up 6.4% during 2023, from $15M to $16M. Reported net income was $974K.
How have Old Trail School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Old Trail School's sponsor-wide assets grew 11.7%, from $15M to $17M.
Which Other plans are similar in size to Old Trail School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Eaton Rapids Medical Center 403(b) Plan in MI ($16M, 260 participants).
Which Other plans cover a similar participant headcount to Old Trail School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hospice Brazos Valley, Inc. ERISA 403(b) Plan in TX (85 participants, $4M 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 340737805.

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.