Other · DOL Form 5500 · 2023
The Legal Aid Society of Cleveland Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $155,551
- Avg per participant Above avg balance/head
Official DOL plan name: The Legal Aid Society of Cleveland Retirement Savings Plan · Sponsored by The Legal Aid Society of Cleveland · Ohio · Professional & Technical Services
$23M in assets, 149 participants
The Legal Aid Society of Cleveland's The Legal Aid Society of Cleveland Retirement Savings Plan reported $23M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #15,329 in Professional & Technical Services (20,321 peers)
Coverage in Ohio
The Legal Aid Society of Cleveland Retirement Savings Plan covers 149 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $23M.
- #15,329
- in Professional & Technical Services (20,321 peers)
- +17.7%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The Legal Aid Society of Cleveland Retirement Savings Plan's outsized position by total assets
The Legal Aid Society of Cleveland Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,177,086 Top 25% higher than 75% 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
The Legal Aid Society of Cleveland Retirement 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. The Legal Aid Society of Cleveland Retirement Savings Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Legal Aid Society of Cleveland Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Legal Aid Society of Cleveland Retirement Savings Plan reported participants rose from 114 in the plan year 2022 filing to 149 in the plan year 2023 filing.
- The Legal Aid Society of Cleveland Retirement Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 340866026 · The Legal Aid Society of Cleveland PY 2023 · Other
The Legal Aid Society of Cleveland Retirement Savings Plan · $23M · 149 · 75th
- ASSETS $23M
- ASSETS 149
- ASSETS 75th
- ASSETS Other
- ASSETS near The Family Institute 403(b) Retirement Plan
- ASSETS ind #15329
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 →
The Legal Aid Society of Cleveland Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 340866026 |
| Plan Effective Date | 1979-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Legal Aid Society of Cleveland)
Sponsor-wide plan assets over time
All The Legal Aid Society of Cleveland plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 30.431088009357843% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 114 | $20M |
| 2023 | 1 | 149 | $23M |
| 2024 | 1 | 147 | $26M |
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
The Legal Aid Society of Cleveland Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is The Family Institute 403(b) Retirement Plan in IL ($23M); 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 ($23M here).
- The Family Institute 403(b) Retirement Plan (IL) $23M · 173
- Mainehealth Legacy 403(b) Retirement Plan (ME) $23M · 736
- Kvc 403(b) Retirement Plan (KS) $23M · 1,568
- Phmc 403(b) Plan (PA) $23M · 534
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.