Other · DOL Form 5500 · 2023

Ohio Living Retirement Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
2,523
Participants Above avg headcount
89th
Percentile by assets National rank
$28,010
Avg per participant Low balance/head
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Official DOL plan name: Ohio Living 403(b) Plan · Sponsored by Ohio Living · Ohio · Healthcare & Social Assistance

$71M in assets, 2,523 participants

Ohio Living's Ohio Living 403(b) Plan reported $71M in total assets and 2,523 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,985 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Ohio Living 403(b) Plan covers 2,523 participants in Ohio, 3.3x the typical Ohio plan (state average ~765 per filing). Assets: $71M.

#15,985
in Healthcare & Social Assistance (17,684 peers)
+10.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ohio Living 403(b) Plan's outsized position by total assets

Ohio Living 403(b) Plan vs every filed plan by assets

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

$70,670,052 Top 11% higher than 89% 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

Ohio Living 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Living 403(b) Plan lands in the large band (2,523 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohio Living 403(b) Plan reported net income rose from -$18M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ohio Living 403(b) Plan reported participants fell from 2,962 in the plan year 2022 filing to 2,523 in the plan year 2023 filing.
  • Ohio Living 403(b) Plan end-of-year assets rose from $64M in the plan year 2022 filing to $71M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 344429863 · Ohio Living PY 2023 · Other

Ohio Living 403(b) Plan · $71M · 2,523 · 89th

  • TYPE $71M
  • TYPE 2,523
  • TYPE 89th
  • TYPE Other
  • TYPE near Convent of the Sacred Heart Plan
  • TYPE ind #15985

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 →

Ohio Living 403(b) Plan in the asset neighbourhood

Southwestern Vermont Health Care 403(b) Retirement Savings PlanSouthwestern Vermont Health …$71MOhio Living 403(b) Plan$71MConvent of the Sacred Heart PlanConvent of the Sacred Heart …$71MMarch of Dimes, Inc. 403(b) PlanMarch of Dimes, Inc. 403(b) …$70MRosalind Franklin University of Medicine and Science 403(b) Tda PlanRosalind Franklin University…$70M
End-of-year total assets ($M) among Ohio Living 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$71M
Net Income$7M
Employer EIN344429863
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Living)

Sponsor-wide plan assets over time

All Ohio Living plans reported in each filing year

Latest sponsor-wide plan assets
$72M 13.27820081115893% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $64M $72.5M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 2,962 $64M
2023 1 2,523 $71M
2024 1 2,280 $72M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Ohio Living 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Ohio Living 403(b) Plan, Total assets ($B): 0.070670052 · Participants: 2523Ohio Living 403(b) PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Ohio Living 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Ohio Living 403(b) Plan side-by-side with 3 peers →

Ohio Living 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Convent of the Sacred Heart Plan in CT ($71M); by covered participants it is Bozeman Health 403(b) Plan in MT (2,524 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,523 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 Ohio Living 403(b) Plan assets move in 2023? ▼
Ohio Living 403(b) Plan grew at a solid clip - up 10.5% during 2023, from $64M to $71M. Reported net income was $7M.
How have Ohio Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio Living's sponsor-wide assets grew 13.3%, from $64M to $72M.
Where does Ohio Living 403(b) Plan rank by assets among Form 5500 filers? ▼
Ohio Living 403(b) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Ohio Living 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Convent of the Sacred Heart Plan in CT ($71M, 171 participants).
Which Other plans cover a similar participant headcount to Ohio Living 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Bozeman Health 403(b) Plan in MT (2,524 participants, $63M 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 344429863.

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.