401(k) · DOL Form 5500 · 2023

Society of St. Vincent De Paul District Council of Cincinnati, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
269
Participants Below avg headcount
30th
Percentile by assets National rank
$7,435
Avg per participant Low balance/head
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Official DOL plan name: Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan · Sponsored by Society of St. Vincent De Paul District Council of Cincinnati, Inc. · Ohio · Other Services

$2M in assets, 269 participants

Society of St. Vincent De Paul District Council of Cincinnati, Inc.'s Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan reported $2M in total assets and 269 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,348 in Other Services (7,857 peers)

Coverage in Ohio

Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan covers 269 participants in Ohio, about 35% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#4,348
in Other Services (7,857 peers)
+21.5%
assets growth YoY

Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan among the smaller filed plans by assets

Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan vs every filed plan by assets

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

$1,999,938 30th percentile higher than 30% 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

Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) 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. Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $354K in the plan year 2023 filing.
  • Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan reported participants rose from 222 in the plan year 2022 filing to 269 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310537510 · Society of St. Vincent De Paul District Council of Cincinnati, Inc. PY 2023 · 401(k)

Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan · $2M · 269 · 30th

  • RANK $2M
  • RANK 269
  • RANK 30th
  • RANK 401(k)
  • RANK near Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan
  • RANK ind #4348

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 Other Services retirement plans → · Plans in Ohio →

Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan in the asset neighbourhood

Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) PlanSociety of St. Vincent Depau…$2MLisa Lau & Company, Inc. 401(k) Profit Sharing PlanLisa Lau & Company, Inc. 401…$2MHampton Vance Advisory, Inc. 401(k) PlanHampton Vance Advisory, Inc.…$2MVensana Capital Management, LLC 401(k) PlanVensana Capital Management, …$2MWenrich Painting, Inc. Retirement Savings PlanWenrich Painting, Inc. Retir…$2M
End-of-year total assets ($M) among Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$354K
Employer EIN310537510
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Society of St. Vincent De Paul District Council of Cincinnati, Inc.)

Sponsor-wide plan assets over time

All Society of St. Vincent De Paul District Council of Cincinnati, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 43.19190257027888% vs 2022
2024 filing year
$1.5M$2M$2.5M 202220232024 $1.65M $2.36M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 222 $2M
2023 1 269 $2M
2024 1 302 $2M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan, Total assets ($B): 0.001999938 · Participants: 269Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan assets move in 2023?
Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan grew sharply - up 21.5% during 2023, from $2M to $2M. Reported net income was $354K.
How have Society of St. Vincent De Paul District Council of Cincinnati, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Society of St. Vincent De Paul District Council of Cincinnati, Inc.'s sponsor-wide assets grew 43.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan in CA ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants, $11M in assets).