Profit Sharing · DOL Form 5500 · 2023

Health Partners of Western Ohio Profit Sharing Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
413
Participants Below avg headcount
64th
Percentile by assets National rank
$30,885
Avg per participant Low balance/head
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Official DOL plan name: Health Partners of Western Ohio 403(b) Plan · Sponsored by Health Partners of Western Ohio · Ohio · Healthcare & Social Assistance

$13M in assets, 413 participants

Health Partners of Western Ohio's Health Partners of Western Ohio 403(b) Plan reported $13M in total assets and 413 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,225 in Healthcare & Social Assistance (17,684 peers)

Health Partners of Western Ohio multi-year trail

Health Partners of Western Ohio's plans moved +62.5% in assets from 2022 to 2024; this filing shows Health Partners of Western Ohio 403(b) Plan at $13M / 413 participants.

#12,225
in Healthcare & Social Assistance (17,684 peers)
+35.8%
assets growth YoY

Health Partners of Western Ohio 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Health Partners of Western Ohio 403(b) Plan vs every filed plan by assets

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

$12,755,703 Top 36% higher than 64% 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

Health Partners of Western Ohio 403(b) 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. Health Partners of Western Ohio 403(b) Plan sits mid-pack in the medium band (413 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Partners of Western Ohio 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Health Partners of Western Ohio 403(b) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Health Partners of Western Ohio 403(b) Plan reported participants rose from 351 in the plan year 2022 filing to 413 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 562330309 · Health Partners of Western Ohio PY 2023 · Profit Sharing

Health Partners of Western Ohio 403(b) Plan · $13M · 413 · 64th

  • BOOK $13M
  • VS-ST 413
  • BOY 64th
  • SCH Profit Sharing
  • EBSA near Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan
  • PART ind #12225

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 →

Health Partners of Western Ohio 403(b) Plan in the asset neighbourhood

Warren General Hospital 403(b) Plan Supplemental Pension for Bargaining Unit EmployeesWarren General Hospital 403(…$13MInterim, Incorporated 403(b) PlanInterim, Incorporated 403(b)…$13MHealth Partners of Western Ohio 403(b) PlanHealth Partners of Western O…$13MClinical and Support Options, Inc. 403(b) PlanClinical and Support Options…$13MNeighborhood Defender Service, Inc. Tax Sheltered Annuity PlanNeighborhood Defender Servic…$13M
End-of-year total assets ($M) among Health Partners of Western Ohio 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Health Partners of Western Ohio multi-year asset trail

Sponsor-wide plan assets over time

All Health Partners of Western Ohio plans reported in each filing year

Latest sponsor-wide plan assets
$15M 62.48168600654901% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.39M $15.3M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 351 $9M
2023 1 413 $13M
2024 1 478 $15M

Health Partners of Western Ohio filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN562330309
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Health Partners of Western Ohio 403(b) Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Health Partners of Western Ohio 403(b) Plan, Total assets ($B): 0.012755703 · Participants: 413Health Partners of Western Ohio 403(b) PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Health Partners of Western Ohio 403(b) Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Health Partners of Western Ohio 403(b) Plan side-by-side with 3 peers →

Health Partners of Western Ohio 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan in NY ($13M); by covered participants it is Electrical Workers IBEW Local 163 Annuity Fund in NJ (413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (413 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 Health Partners of Western Ohio 403(b) Plan assets move in 2023? ▼
Health Partners of Western Ohio 403(b) Plan surged - up 35.8% during 2023, from $9M to $13M. Reported net income was $3M.
How have Health Partners of Western Ohio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Partners of Western Ohio's sponsor-wide assets grew 62.5%, from $9M to $15M.
Which Profit Sharing plans are similar in size to Health Partners of Western Ohio 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan in NY ($13M, 286 participants).
Which Profit Sharing plans cover a similar participant headcount to Health Partners of Western Ohio 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Electrical Workers IBEW Local 163 Annuity Fund in NJ (413 participants, $115M 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 562330309.

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.