Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

403(B) THRIFT PLAN FOR MURTIS TAYLOR HUMAN SERVICES SYSTEM

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

MURTIS TAYLOR HUMAN SERVICES SYSTEM

This Profit Sharing plan holds $7M in total assets and serves 193 participants as of 2023. It is sponsored by MURTIS TAYLOR HUMAN SERVICES SYSTEM in Ohio. The plan reported positive net income of $708K for the year.

Total Assets (2023)
$7M
Participants
193
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(B) THRIFT PLAN FOR MURTIS TAYLOR HUMAN SERVICES SYSTEM

403(B) THRIFT PLAN FOR MURTIS TAYLOR HUMAN SERVICES SYSTEM is a Profit Sharing retirement plan sponsored by MURTIS TAYLOR HUMAN SERVICES SYSTEM, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 193 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 237158458, and the plan has been effective since 2006-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2023 to $7M at year-end — a gain of 10.9%. Net assets (after liabilities) closed the year at $7M, with reported net income of $708K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$708K
Plan TypeProfit Sharing
Employer EIN237158458
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MURTIS TAYLOR HUMAN SERVICES SYSTEM)

Year Plans Participants Total Assets
2022 1 209 $6M
2023 1 193 $7M
2024 1 200 $8M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the 403(B) THRIFT PLAN FOR MURTIS TAYLOR HUMAN SERVICES SYSTEM?
As of the 2023 Form 5500 filing, 403(B) THRIFT PLAN FOR MURTIS TAYLOR HUMAN SERVICES SYSTEM holds $7M in total assets with 193 participants. It is sponsored by MURTIS TAYLOR HUMAN SERVICES SYSTEM.
What type of plan is 403(B) THRIFT PLAN FOR MURTIS TAYLOR HUMAN SERVICES SYSTEM?
403(B) THRIFT PLAN FOR MURTIS TAYLOR HUMAN SERVICES SYSTEM is a Profit Sharing plan. It has been effective since 2006-01-01. The plan is filed with the U.S. Department of Labor under EIN 237158458.
Who sponsors the 403(B) THRIFT PLAN FOR MURTIS TAYLOR HUMAN SERVICES SYSTEM?
403(B) THRIFT PLAN FOR MURTIS TAYLOR HUMAN SERVICES SYSTEM is sponsored by MURTIS TAYLOR HUMAN SERVICES SYSTEM, located in Ohio. The sponsor's EIN is 237158458 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(B) THRIFT PLAN FOR MURTIS TAYLOR HUMAN SERVICES SYSTEM perform in 2023?
403(B) THRIFT PLAN FOR MURTIS TAYLOR HUMAN SERVICES SYSTEM grew by 10.9% during 2023, moving from $6M to $7M in total assets. Net income was $708K.
Where can I find official filings for 403(B) THRIFT PLAN FOR MURTIS TAYLOR HUMAN SERVICES SYSTEM?
Official Form 5500 filings for 403(B) THRIFT PLAN FOR MURTIS TAYLOR HUMAN SERVICES SYSTEM are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237158458 or plan name at efast.dol.gov.
How does 403(B) THRIFT PLAN FOR MURTIS TAYLOR HUMAN SERVICES SYSTEM compare to other plans?
You can compare 403(B) THRIFT PLAN FOR MURTIS TAYLOR HUMAN SERVICES SYSTEM against other Profit Sharing plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 237158458.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.