Other · DOL Form 5500 · 2023
Welcome House Inc. Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 303
- Participants Below avg headcount
- 33rd
- Percentile by assets National rank
- $7,876
- Avg per participant Low balance/head
Official DOL plan name: Welcome House Inc. 403b Plan · Sponsored by Welcome House Inc. · Ohio · Healthcare & Social Assistance
$2M in assets, 303 participants
Welcome House Inc.'s Welcome House Inc. 403b Plan reported $2M in total assets and 303 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,693 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Welcome House Inc. 403b Plan covers 303 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $2M.
- #5,693
- in Healthcare & Social Assistance (17,684 peers)
- +15.9%
- assets growth YoY
Welcome House Inc. 403b Plan among the smaller filed plans by assets
Welcome House Inc. 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,386,418 33rd percentile higher than 33% 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
Welcome House Inc. 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. Welcome House Inc. 403b Plan sits mid-pack in the medium band (303 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Welcome House Inc. 403b Plan reported net income rose from -$200K in the plan year 2022 filing to $327K in the plan year 2023 filing.
- Welcome House Inc. 403b Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Welcome House Inc. 403b Plan reported participants rose from 300 in the plan year 2022 filing to 303 in the plan year 2023 filing.
DOL schedule card
Filing strip 341793226 · Welcome House Inc. PY 2023 · Other
Welcome House Inc. 403b Plan · $2M · 303 · 33rd
- BOOK $2M
- BOOK 303
- BOOK 33rd
- BOOK Other
- BOOK near Pine Castle Retirement Plan
- BOOK ind #5693
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 →
Welcome House Inc. 403b Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $327K |
| Employer EIN | 341793226 |
| Plan Effective Date | 1992-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Welcome House Inc.)
Sponsor-wide plan assets over time
All Welcome House Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 40.866197371200734% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 300 | $2M |
| 2023 | 1 | 303 | $2M |
| 2024 | 1 | 307 | $3M |
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
Welcome House Inc. 403b Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Pine Castle Retirement Plan in FL ($2M); by covered participants it is Codman Square Health Center 403(b) Pension Plan in MA (303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (303 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.