Other · DOL Form 5500 · 2023
Area Agency on Aging Region 9 Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $57,716
- Avg per participant Low balance/head
Official DOL plan name: Area Agency on Aging Region 9 Inc. 403(b) Plan · Sponsored by Area Agency on Aging Region 9 Inc. · Ohio · Healthcare & Social Assistance
$9M in assets, 149 participants
Area Agency on Aging Region 9 Inc.'s Area Agency on Aging Region 9 Inc. 403(b) Plan reported $9M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #10,771 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Area Agency on Aging Region 9 Inc. 403(b) Plan covers 149 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $9M.
- #10,771
- in Healthcare & Social Assistance (17,684 peers)
- +32.4%
- assets growth YoY
Area Agency on Aging Region 9 Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Area Agency on Aging Region 9 Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,599,620 Top 45% higher than 55% 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
Area Agency on Aging Region 9 Inc. 403(b) 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. Area Agency on Aging Region 9 Inc. 403(b) Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Area Agency on Aging Region 9 Inc. 403(b) Plan reported net income rose from -$482K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Area Agency on Aging Region 9 Inc. 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Area Agency on Aging Region 9 Inc. 403(b) Plan reported participants rose from 140 in the plan year 2022 filing to 149 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 310887396 · Area Agency on Aging Region 9 Inc. PY 2023 · Other
Area Agency on Aging Region 9 Inc. 403(b) Plan · $9M · 149 · 55th
- PART $9M
- PART 149
- PART 55th
- PART Other
- PART near Proteus, Inc. 403(b) Plan
- PART ind #10771
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 →
Area Agency on Aging Region 9 Inc. 403(b) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 310887396 |
| Plan Effective Date | 1999-03-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Area Agency on Aging Region 9 Inc.)
Sponsor-wide plan assets over time
All Area Agency on Aging Region 9 Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 61.327578364374816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $6M |
| 2023 | 1 | 149 | $9M |
| 2024 | 1 | 154 | $10M |
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
Area Agency on Aging Region 9 Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Proteus, Inc. 403(b) Plan in CA ($9M); by covered participants it is Evergreen Homes 403b Plan in PA (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Proteus, Inc. 403(b) Plan (CA) $9M · 221
- John Knox Village Savings Plan (FL) $9M · 474
- Baker County Medical Services, Inc. 403(b) Retirement Plan (FL) $9M · 327
- Blueprints Retirement Plan (PA) $9M · 318
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Evergreen Homes 403b Plan (PA) 149 · 0 off
- Old Colony Hospice, Inc. 403(b) Plan (MA) 149 · 0 off
- Girl Scouts of Eastern Pennsylvania Retirement Savings Plan (PA) 149 · 0 off
- Alcott School 403(b) Plan (NY) 149 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.