Other · DOL Form 5500 · 2023

Mary Rutan Health Association of Logan County Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
670
Participants Below avg headcount
80th
Percentile by assets National rank
$49,035
Avg per participant Low balance/head
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Official DOL plan name: Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan · Sponsored by Mary Rutan Health Association of Logan County · Ohio · Healthcare & Social Assistance

$33M in assets, 670 participants

Mary Rutan Health Association of Logan County's Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan reported $33M in total assets and 670 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,740 in Healthcare & Social Assistance (17,684 peers)

Where Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan sits by assets

Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $33M for 670 participants (~$49,035/participant), down 1.3% in 2023.

#14,740
in Healthcare & Social Assistance (17,684 peers)
-1.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $426K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan's outsized position by total assets

Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan vs every filed plan by assets

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

$32,853,318 Top 20% higher than 80% 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

Mary Rutan Health Association of Logan County 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. Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan sits mid-pack in the medium band (670 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan reported net income rose from -$5M in the plan year 2022 filing to -$426K in the plan year 2023 filing.
  • Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan end-of-year assets fell from $33M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 346544675 · Mary Rutan Health Association of Logan County PY 2023 · Other

Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan · $33M · 670 · 80th

  • PHOTO $33M
  • PHOTO 670
  • PHOTO 80th
  • PHOTO Other
  • PHOTO near American Meteorological Society Defined Contribution Retirement Plan
  • PHOTO ind #14740

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 →

Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan in the asset neighbourhood

Sequoia Living Inc. 403(b) PlanSequoia Living Inc. 403(b) P…$33MMary Rutan Health Association of Logan County Tax Deferred Annuity PlanMary Rutan Health Associatio…$33MAmerican Meteorological Society Defined Contribution Retirement PlanAmerican Meteorological Soci…$33MTexas Scottish Rite Hospital for Children 401(a) PlanTexas Scottish Rite Hospital…$33MColumbia Memorial Hospital Retirement PlanColumbia Memorial Hospital R…$33M
End-of-year total assets ($M) among Mary Rutan Health Association of Logan County 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)$33M
Net Assets (End of Year)$33M
Net Income-$426K
Employer EIN346544675
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mary Rutan Health Association of Logan County)

Sponsor-wide plan assets over time

All Mary Rutan Health Association of Logan County plans reported in each filing year

Latest sponsor-wide plan assets
$117M 9.307429247639359% vs 2022
2024 filing year
$100M$105M$110M$115M$120M 202220232024 $107M $117M ▲ +9.3%
Year Plans Participants Total Assets
2022 2 1,221 $107M
2023 2 1,224 $105M
2024 2 1,294 $117M

Nearby Other Plans in Ohio

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

Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan, Total assets ($B): 0.032853318 · Participants: 670Mary Rutan Health Association of Logan County 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
Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants

Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is American Meteorological Society Defined Contribution Retirement Plan in MA ($33M); by covered participants it is Mountain Park Health Center Retirement Plan in AZ (670 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (670 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 Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan assets move in 2023?
Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan edged down modestly - down 1.3% during 2023, from $33M to $33M. Reported net income was -$426K.
How have Mary Rutan Health Association of Logan County plan assets changed over time?
Across 3 plan years on file (2022-2024), Mary Rutan Health Association of Logan County's sponsor-wide assets grew 9.3%, from $107M to $117M.
Where does Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan rank by assets among Form 5500 filers?
Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan ranks in the 80th 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 Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is American Meteorological Society Defined Contribution Retirement Plan in MA ($33M, 86 participants).
Which Other plans cover a similar participant headcount to Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is Mountain Park Health Center Retirement Plan in AZ (670 participants, $41M in assets).