401(k) · DOL Form 5500 · 2023

Ohio Capital Corporation for Housing 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
70
Participants Small participant base
79th
Percentile by assets National rank
$411,328
Avg per participant High balance/head
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Official DOL plan name: Ohio Capital Corporation for Housing 401(k) Plan · Sponsored by Ohio Capital Corporation for Housing · Ohio · Finance & Insurance

$29M in assets, 70 participants

Ohio Capital Corporation for Housing's Ohio Capital Corporation for Housing 401(k) Plan reported $29M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,968 in Finance & Insurance (8,869 peers)

Where Ohio Capital Corporation for Housing 401(k) Plan sits by assets

Ohio Capital Corporation for Housing 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 70 participants (~$411,328/participant), up 15.9% in 2023.

#5,968
in Finance & Insurance (8,869 peers)
+15.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ohio Capital Corporation for Housing 401(k) Plan's outsized position by total assets

Ohio Capital Corporation for Housing 401(k) Plan vs every filed plan by assets

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

$28,792,963 Top 21% higher than 79% 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 Capital Corporation for Housing 401(k) 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. Ohio Capital Corporation for Housing 401(k) Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohio Capital Corporation for Housing 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ohio Capital Corporation for Housing 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Ohio Capital Corporation for Housing 401(k) Plan reported participants rose from 66 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311265570 · Ohio Capital Corporation for Housing PY 2023 · 401(k)

Ohio Capital Corporation for Housing 401(k) Plan · $29M · 70 · 79th

  • PHOTO $29M
  • IND 70
  • EOY 79th
  • 5500 401(k)
  • ASSETS near Pubmatic, Inc. Retirement Trust
  • PCT ind #5968

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 Finance & Insurance retirement plans → · Plans in Ohio →

Ohio Capital Corporation for Housing 401(k) Plan in the asset neighbourhood

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End-of-year total assets ($M) among Ohio Capital Corporation for Housing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN311265570
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Capital Corporation for Housing)

Sponsor-wide plan assets over time

All Ohio Capital Corporation for Housing plans reported in each filing year

Latest sponsor-wide plan assets
$34M 35.02845857684854% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.8M $33.5M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 66 $25M
2023 1 70 $29M
2024 1 70 $34M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ohio Capital Corporation for Housing 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Ohio Capital Corporation for Housing 401(k) Plan, Total assets ($B): 0.028792963 · Participants: 70Ohio Capital Corporation for Housing 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Ohio Capital Corporation for Housing 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ohio Capital Corporation for Housing 401(k) Plan side-by-side with 3 peers →

Ohio Capital Corporation for Housing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Pubmatic, Inc. Retirement Trust in CA ($29M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

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 Capital Corporation for Housing 401(k) Plan assets move in 2023? ▼
Ohio Capital Corporation for Housing 401(k) Plan grew sharply - up 15.9% during 2023, from $25M to $29M. Reported net income was $4M.
How have Ohio Capital Corporation for Housing plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio Capital Corporation for Housing's sponsor-wide assets grew 35.0%, from $25M to $34M.
Where does Ohio Capital Corporation for Housing 401(k) Plan rank by assets among Form 5500 filers? ▼
Ohio Capital Corporation for Housing 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ohio Capital Corporation for Housing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pubmatic, Inc. Retirement Trust in CA ($29M, 282 participants).
Which 401(k) plans cover a similar participant headcount to Ohio Capital Corporation for Housing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M 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 311265570.

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.