Other · DOL Form 5500 · 2023
Family Planning Services of Lorain County Retirement Plan
Data updated 2026-08-25
- $599K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $85,554
- Avg per participant Below avg balance/head
Official DOL plan name: Family Planning Services 403(b)Savings Plan · Sponsored by Family Planning Services of Lorain County · Ohio · Healthcare & Social Assistance
$599K in assets, 7 participants
Family Planning Services of Lorain County's Family Planning Services 403(b)Savings Plan reported $599K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #2,599 in Healthcare & Social Assistance (17,684 peers)
Family Planning Services of Lorain County multi-year trail
Family Planning Services of Lorain County's plans moved +15.1% in assets from 2022 to 2024; this filing shows Family Planning Services 403(b)Savings Plan at $599K / 7 participants.
- #2,599
- in Healthcare & Social Assistance (17,684 peers)
- -5.3%
- assets change YoY
The plan reported a net loss of $33K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Family Planning Services 403(b)Savings Plan among the smaller filed plans by assets
Family Planning Services 403(b)Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$598,877 19th percentile higher than 19% 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
Family Planning Services 403(b)Savings Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Planning Services 403(b)Savings Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Family Planning Services 403(b)Savings Plan reported net income rose from -$45K in the plan year 2022 filing to -$33K in the plan year 2023 filing.
- Family Planning Services 403(b)Savings Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.
- Family Planning Services 403(b)Savings Plan end-of-year assets fell from $632K in the plan year 2022 filing to $599K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 341042711 · Family Planning Services of Lorain County PY 2023 · Other
Family Planning Services 403(b)Savings Plan · $599K · 7 · 19th
- IND $599K
- EOY 7
- 5500 19th
- ASSETS Other
- PCT near Klupenger Lumber Vip Profit Sharing Plan
- EIN ind #2599
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 →
Family Planning Services 403(b)Savings Plan in the asset neighbourhood
Family Planning Services of Lorain County multi-year asset trail
Sponsor-wide plan assets over time
All Family Planning Services of Lorain County plans reported in each filing year
- Latest sponsor-wide plan assets
- $727K 15.069097673123796% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $632K |
| 2023 | 1 | 7 | $599K |
| 2024 | 1 | 7 | $727K |
Family Planning Services of Lorain County filing trail (2023)
| Total Assets (Beginning of Year) | $632K |
|---|---|
| Net Assets (End of Year) | $599K |
| Net Income | -$33K |
| Employer EIN | 341042711 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
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
Family Planning Services 403(b)Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Klupenger Lumber Vip Profit Sharing Plan in OR ($596K); by covered participants it is Centro Cristiano Renacer Inc 403(b) in NY (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($599K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.