Other · DOL Form 5500 · 2023
The Ohio Masonic Home Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 515
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $27,458
- Avg per participant Low balance/head
Official DOL plan name: The Ohio Masonic Home 403(b) Retirement Savings Plan · Sponsored by The Ohio Masonic Home · Ohio · Management of Enterprises
$14M in assets, 515 participants
The Ohio Masonic Home's The Ohio Masonic Home 403(b) Retirement Savings Plan reported $14M in total assets and 515 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #513 in Management of Enterprises (1,137 peers)
Management of Enterprises sector rank
Within Management of Enterprises, The Ohio Masonic Home 403(b) Retirement Savings Plan ranks #513 of 1,137 2023 filers by assets (2514% of the sector average)-$14M for 515 participants.
- #513
- in Management of Enterprises (1,137 peers)
- +16.8%
- assets growth YoY
The Ohio Masonic Home 403(b) Retirement Savings Plan's mid-pack asset rank among Management of Enterprises and all filers
The Ohio Masonic Home 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,140,786 Top 34% higher than 66% 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 Ohio Masonic Home 403(b) 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 Ohio Masonic Home 403(b) Retirement Savings Plan sits mid-pack in the medium band (515 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Ohio Masonic Home 403(b) Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Ohio Masonic Home 403(b) Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- The Ohio Masonic Home 403(b) Retirement Savings Plan reported participants fell from 590 in the plan year 2022 filing to 515 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 310536997 · The Ohio Masonic Home PY 2023 · Other
The Ohio Masonic Home 403(b) Retirement Savings Plan · $14M · 515 · 66th
- VS-ST $14M
- VS-ST 515
- VS-ST 66th
- VS-ST Other
- VS-ST near College Success Foundation 403(b) DC Plan
- VS-ST ind #513
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 Management of Enterprises retirement plans → · Plans in Ohio →
The Ohio Masonic Home 403(b) Retirement Savings Plan in the asset neighbourhood
Management of Enterprises filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 310536997 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Ohio Masonic Home)
Sponsor-wide plan assets over time
All The Ohio Masonic Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 30.817515042919112% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 590 | $12M |
| 2023 | 1 | 515 | $14M |
| 2024 | 1 | 559 | $16M |
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 Ohio Masonic Home 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is College Success Foundation 403(b) DC Plan in WA ($14M); by covered participants it is The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan in CA (515 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (515 participants); asset peers above are excluded.
- The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan (CA) 515 · 0 off
- Claremont Graduate University Academic Retirement Plan (CA) 515 · 0 off
- Community Support Services, Inc. Defined Contribution Plan (MD) 516 · 1 off
- Midpen Property Management Corp. 403(b) Plan (CA) 516 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.