401(k) · DOL Form 5500 · 2023

Cincinnati Ballet Company 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
173
Participants Small participant base
37th
Percentile by assets National rank
$19,132
Avg per participant Low balance/head
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Official DOL plan name: Cincinnati Ballet Retirement Savings Plan · Sponsored by Cincinnati Ballet Company · Ohio · Arts, Entertainment & Recreation

$3M in assets, 173 participants

Cincinnati Ballet Company's Cincinnati Ballet Retirement Savings Plan reported $3M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,758 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Ohio

Cincinnati Ballet Retirement Savings Plan covers 173 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#1,758
in Arts, Entertainment & Recreation (2,945 peers)
+19.1%
assets growth YoY

Cincinnati Ballet Retirement Savings Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Cincinnati Ballet Retirement Savings Plan vs every filed plan by assets

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

$3,309,879 37th percentile higher than 37% 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

Cincinnati Ballet 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. Cincinnati Ballet Retirement Savings Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cincinnati Ballet Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $567K in the plan year 2023 filing.
  • Cincinnati Ballet Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cincinnati Ballet Retirement Savings Plan reported participants rose from 147 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 316050354 · Cincinnati Ballet Company PY 2023 · 401(k)

Cincinnati Ballet Retirement Savings Plan · $3M · 173 · 37th

  • EBSA $3M
  • EBSA 173
  • EBSA 37th
  • EBSA 401(k)
  • EBSA near Health Care Managers, Inc. Retirement Plan and Trust
  • EBSA ind #1758

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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →

Cincinnati Ballet Retirement Savings Plan in the asset neighbourhood

Cincinnati Ballet Retirement Savings PlanCincinnati Ballet Retirement…$3MHealth Care Managers, Inc. Retirement Plan and TrustHealth Care Managers, Inc. R…$3MEaze Solutions Inc. Retirement TrustEaze Solutions Inc. Retireme…$3MAdvent Global Solutions, Inc. 401(k) PlanAdvent Global Solutions, Inc…$3MHydroquebec US 401(k) Plan$3M
End-of-year total assets ($M) among Cincinnati Ballet Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$567K
Employer EIN316050354
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cincinnati Ballet Company)

Sponsor-wide plan assets over time

All Cincinnati Ballet Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 34.209559478388094% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.78M $3.73M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 147 $3M
2023 1 173 $3M
2024 1 153 $4M

Nearby 401(k) Plans in Ohio

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

Cincinnati Ballet Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Cincinnati Ballet Retirement Savings Plan, Total assets ($B): 0.003309879 · Participants: 173Cincinnati Ballet Retirement Savings 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
Cincinnati Ballet Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cincinnati Ballet Retirement Savings Plan side-by-side with 3 peers →

Cincinnati Ballet Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Health Care Managers, Inc. Retirement Plan and Trust in FL ($3M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Cincinnati Ballet Retirement Savings Plan assets move in 2023? ▼
Cincinnati Ballet Retirement Savings Plan grew sharply - up 19.1% during 2023, from $3M to $3M. Reported net income was $567K.
How have Cincinnati Ballet Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cincinnati Ballet Company's sponsor-wide assets grew 34.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Cincinnati Ballet Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health Care Managers, Inc. Retirement Plan and Trust in FL ($3M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Cincinnati Ballet Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ace Fix-It Hardware 401(k) Plan in PA (173 participants, N/A in assets).

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 316050354.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.