Other · DOL Form 5500 · 2023
Portage Path Behavioral Health Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 165
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $74,669
- Avg per participant Below avg balance/head
Official DOL plan name: Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan · Sponsored by Portage Path Behavioral Health · Ohio · Healthcare & Social Assistance
$12M in assets, 165 participants
Portage Path Behavioral Health's Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan reported $12M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,117 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan covers 165 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $12M.
- #12,117
- in Healthcare & Social Assistance (17,684 peers)
- +10.4%
- assets growth YoY
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,320,305 Top 37% higher than 63% 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
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement 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. Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan sits mid-pack in the medium band (165 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
DOL schedule card
Filing strip 341096055 · Portage Path Behavioral Health PY 2023 · Other
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan · $12M · 165 · 63rd
- EOY $12M
- 5500 165
- ASSETS 63rd
- PCT Other
- EIN near Marine Military Academy, Inc. Retirement Plan
- RANK ind #12117
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 →
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 341096055 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Portage Path Behavioral Health)
Sponsor-wide plan assets over time
All Portage Path Behavioral Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 11.417312220244815% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $11M |
| 2023 | 1 | 165 | $12M |
| 2024 | 1 | 172 | $12M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Marine Military Academy, Inc. Retirement Plan in TX ($12M); by covered participants it is The Derryfield School Defined Contribution Retirement Plan in NH (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Marine Military Academy, Inc. Retirement Plan (TX) $12M · 103
- Donorconnect 403(b) Retirement Plan (UT) $12M · 139
- Sewickley Academy Tda Plan (PA) $12M · 84
- Dimock Community Foundation 403(b) Plan (MA) $12M · 670
Similar participant headcount
Nearest other-state filings by covered participants (165 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.