Other · DOL Form 5500 · 2023

Fulton County Health Center Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
749
Participants Near avg headcount
78th
Percentile by assets National rank
$36,212
Avg per participant Low balance/head
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Official DOL plan name: Fulton County Health Center Tax Deferred Annuity Plan · Sponsored by Fulton County Health Center · Ohio · Healthcare & Social Assistance

$27M in assets, 749 participants

Fulton County Health Center's Fulton County Health Center Tax Deferred Annuity Plan reported $27M in total assets and 749 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,350 in Healthcare & Social Assistance (17,684 peers)

Where Fulton County Health Center Tax Deferred Annuity Plan sits by assets

Fulton County Health Center Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $27M for 749 participants (~$36,212/participant), up 22.4% in 2023.

#14,350
in Healthcare & Social Assistance (17,684 peers)
+22.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fulton County Health Center Tax Deferred Annuity Plan's outsized position by total assets

Fulton County Health Center Tax Deferred Annuity Plan vs every filed plan by assets

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

$27,122,750 Top 22% higher than 78% 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

Fulton County Health Center Tax Deferred Annuity 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. Fulton County Health Center Tax Deferred Annuity Plan sits mid-pack in the medium band (749 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fulton County Health Center Tax Deferred Annuity Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Fulton County Health Center Tax Deferred Annuity Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Fulton County Health Center Tax Deferred Annuity Plan reported participants fell from 768 in the plan year 2022 filing to 749 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 344428214 · Fulton County Health Center PY 2023 · Other

Fulton County Health Center Tax Deferred Annuity Plan · $27M · 749 · 78th

  • EOY $27M
  • EOY 749
  • EOY 78th
  • EOY Other
  • EOY near American Association of Community Colleges 403(b) DC Plan
  • EOY ind #14350

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 →

Fulton County Health Center Tax Deferred Annuity Plan in the asset neighbourhood

Far Hills Country Day School Defined Contribution Retirement PlanFar Hills Country Day School…$27MSafe Horizon 403(b) Retirement Savings PlanSafe Horizon 403(b) Retireme…$27MCalifornia Community Foundation, Inc. Retirement PlanCalifornia Community Foundat…$27MFulton County Health Center Tax Deferred Annuity PlanFulton County Health Center …$27MAmerican Association of Community Colleges 403(b) DC PlanAmerican Association of Comm…$27M
End-of-year total assets ($M) among Fulton County Health Center Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN344428214
Plan Effective Date1994-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fulton County Health Center)

Sponsor-wide plan assets over time

All Fulton County Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$72M 37.86257116310626% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.2M $72M ▲ +37.9%
Year Plans Participants Total Assets
2022 2 1,334 $52M
2023 2 1,278 $61M
2024 2 1,380 $72M

Nearby Other Plans in Ohio

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

Fulton County Health Center Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Fulton County Health Center Tax Deferred Annuity Plan, Total assets ($B): 0.02712275 · Participants: 749Fulton County Health Center Tax Deferred Annuity 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
Fulton County Health Center Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Fulton County Health Center Tax Deferred Annuity Plan side-by-side with 3 peers →

Fulton County Health Center Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is American Association of Community Colleges 403(b) DC Plan in DC ($27M); by covered participants it is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (749 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (749 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 Fulton County Health Center Tax Deferred Annuity Plan assets move in 2023? ▼
Fulton County Health Center Tax Deferred Annuity Plan grew sharply - up 22.4% during 2023, from $22M to $27M. Reported net income was $5M.
How have Fulton County Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fulton County Health Center's sponsor-wide assets grew 37.9%, from $52M to $72M.
Where does Fulton County Health Center Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Fulton County Health Center Tax Deferred Annuity Plan ranks in the 78th 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 Other plans are similar in size to Fulton County Health Center Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is American Association of Community Colleges 403(b) DC Plan in DC ($27M, 68 participants).
Which Other plans cover a similar participant headcount to Fulton County Health Center Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (749 participants, $2M 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 344428214.

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.