Other · DOL Form 5500 · 2023
The Visiting Nurse Association of Cleveland Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 200
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $53,136
- Avg per participant Low balance/head
Official DOL plan name: Visiting Nurse Association Healthcare Partners of Ohio Savings Plan · Sponsored by The Visiting Nurse Association of Cleveland · New Jersey · Healthcare & Social Assistance
$11M in assets, 200 participants
The Visiting Nurse Association of Cleveland's Visiting Nurse Association Healthcare Partners of Ohio Savings Plan reported $11M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,574 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Visiting Nurse Association Healthcare Partners of Ohio Savings Plan covers 200 participants in New Jersey, about 24% of the average New Jersey filer (state average ~844 per filing). Assets: $11M.
- #11,574
- in Healthcare & Social Assistance (17,684 peers)
- +3.7%
- assets growth YoY
Visiting Nurse Association Healthcare Partners of Ohio Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Visiting Nurse Association Healthcare Partners of Ohio Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,627,129 Top 40% higher than 60% 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
Visiting Nurse Association Healthcare Partners of Ohio Savings 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. Visiting Nurse Association Healthcare Partners of Ohio Savings Plan sits mid-pack in the medium band (200 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Visiting Nurse Association Healthcare Partners of Ohio Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $375K in the plan year 2023 filing.
- Visiting Nurse Association Healthcare Partners of Ohio Savings Plan reported participants fell from 235 in the plan year 2022 filing to 200 in the plan year 2023 filing.
- Visiting Nurse Association Healthcare Partners of Ohio Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
DOL schedule card
Filing strip 340714722 · The Visiting Nurse Association of Cleveland PY 2023 · Other
Visiting Nurse Association Healthcare Partners of Ohio Savings Plan · $11M · 200 · 60th
- NET $11M
- BOOK 200
- VS-ST 60th
- BOY Other
- SCH near Refuah Health Center, Inc. 403(b) Plan
- EBSA ind #11574
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 New Jersey →
Visiting Nurse Association Healthcare Partners of Ohio Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $375K |
| Employer EIN | 340714722 |
| Plan Effective Date | 1989-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Visiting Nurse Association of Cleveland)
Sponsor-wide plan assets over time
All The Visiting Nurse Association of Cleveland plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 10.611734673275079% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 235 | $10M |
| 2023 | 1 | 200 | $11M |
| 2024 | 1 | 136 | $11M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.1B · 8,456
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
- Princeton University Retirement Savings Plan $1.5B · 7,955
- Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
- Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936
Visiting Nurse Association Healthcare Partners of Ohio Savings Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Refuah Health Center, Inc. 403(b) Plan in NY ($11M); by covered participants it is Cazenovia College 403(b) Retirement Plan in NY (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (200 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.