Defined Benefit (Pension) · DOL Form 5500 · 2023

Taft Stettinius & Hollister LLP Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
344
Participants Below avg headcount
80th
Percentile by assets National rank
$94,265
Avg per participant Below avg balance/head
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Official DOL plan name: Taft Stettinius & Hollister LLP Retirement Plan for Partners · Sponsored by Taft Stettinius & Hollister LLP · Ohio · Professional & Technical Services

$32M in assets, 344 participants

Taft Stettinius & Hollister LLP's Taft Stettinius & Hollister LLP Retirement Plan for Partners reported $32M in total assets and 344 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.

  • #16,424 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Taft Stettinius & Hollister LLP Retirement Plan for Partners covers 344 participants in Ohio, about 45% of the average Ohio filer (state average ~765 per filing). Assets: $32M.

#16,424
in Professional & Technical Services (20,321 peers)
+52.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Taft Stettinius & Hollister LLP Retirement Plan for Partners's outsized position by total assets

Taft Stettinius & Hollister LLP Retirement Plan for Partners vs every filed plan by assets

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

$32,427,029 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

Taft Stettinius & Hollister LLP Retirement Plan for Partners 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. Taft Stettinius & Hollister LLP Retirement Plan for Partners sits mid-pack in the medium band (344 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taft Stettinius & Hollister LLP Retirement Plan for Partners reported net income rose from $375K in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Taft Stettinius & Hollister LLP Retirement Plan for Partners reported participants rose from 196 in the plan year 2022 filing to 344 in the plan year 2023 filing.
  • Taft Stettinius & Hollister LLP Retirement Plan for Partners end-of-year assets rose from $21M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 310541755 · Taft Stettinius & Hollister LLP PY 2023 · Defined Benefit (Pension)

Taft Stettinius & Hollister LLP Retirement Plan for Partners · $32M · 344 · 80th

  • PART $32M
  • PART 344
  • PART 80th
  • PART Defined Benefit (Pension)
  • PART near Ironworkers 340 Retirement Plan
  • PART ind #16424

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Taft Stettinius & Hollister LLP Retirement Plan for Partners in the asset neighbourhood

Taft Stettinius & Hollister LLP Retirement Plan for PartnersTaft Stettinius & Hollister …$32MIronworkers 340 Retirement PlanIronworkers 340 Retirement P…$32MRetirement Income Plan for Hourly Employees of Essex Group, IncRetirement Income Plan for H…$32MTimes Publishing Company Defined Benefit Pension PlanTimes Publishing Company Def…$32MMosaic & Terrazzo Pension FundMosaic & Terrazzo Pension Fu…$32M
End-of-year total assets ($M) among Taft Stettinius & Hollister LLP Retirement Plan for Partners and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$32M
Net Income$11M
Employer EIN310541755
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taft Stettinius & Hollister LLP)

Sponsor-wide plan assets over time

All Taft Stettinius & Hollister LLP plans reported in each filing year

Latest sponsor-wide plan assets
$893M 65.18607193382024% vs 2022
2024 filing year
$400M$600M$800M$1,000M 202220232024 $541M $893M ▲ +65.2%
Year Plans Participants Total Assets
2022 4 1,867 $541M
2023 3 1,754 $778M
2024 2 1,887 $893M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Taft Stettinius & Hollister LLP Retirement Plan for Partners vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Taft Stettinius & Hollister LLP Retirement Plan for Partners, Total assets ($B): 0.032427029 · Participants: 344Taft Stettinius & Hollister LLP Retirement Plan for PartnersFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Taft Stettinius & Hollister LLP Retirement Plan for Partners vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Taft Stettinius & Hollister LLP Retirement Plan for Partners side-by-side with 3 peers →

Taft Stettinius & Hollister LLP Retirement Plan for Partners's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Ironworkers 340 Retirement Plan in IL ($32M); by covered participants it is Lifespire Retirement Plan in NY (344 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (344 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 Taft Stettinius & Hollister LLP Retirement Plan for Partners assets move in 2023? ▼
Taft Stettinius & Hollister LLP Retirement Plan for Partners surged - up 52.4% during 2023, from $21M to $32M. Reported net income was $11M.
How have Taft Stettinius & Hollister LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taft Stettinius & Hollister LLP's sponsor-wide assets grew 65.2%, from $541M to $893M.
Where does Taft Stettinius & Hollister LLP Retirement Plan for Partners rank by assets among Form 5500 filers? ▼
Taft Stettinius & Hollister LLP Retirement Plan for Partners 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 Defined Benefit (Pension) plans are similar in size to Taft Stettinius & Hollister LLP Retirement Plan for Partners? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ironworkers 340 Retirement Plan in IL ($32M, 208 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Taft Stettinius & Hollister LLP Retirement Plan for Partners? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lifespire Retirement Plan in NY (344 participants, $52M 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 310541755.

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.