Profit Sharing · DOL Form 5500 · 2023
Health Partners of Western Ohio Profit Sharing Plan
Data updated 2026-08-11
- $13M
- Total assets
- 413
- Participants
- 64th
- Percentile by assets
- $30,885
- Avg per participant
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.
- 64th percentile by assets (of 127,072 plans)
- #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.
- $13M
- total plan assets (2023 EOY)
- 413
- covered participants
- 64th
- percentile by assets (of 127,072 plans)
- $30,885
- avg assets per participant
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.
Health Partners of Western Ohio across 3 plan years on file
Across the 3 plan years Health Partners of Western Ohio has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $15M, a gain of 62.5%, while reported participants moved from 351 to 478 (+36.2%). Peak year by sponsor assets: 2024 ($15M); trough: 2022 ($9M).
Health Partners of Western Ohio multi-year asset trail
| 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 EIN | 562330309 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING 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
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Health Partners of Western Ohio 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Health Partners of Western Ohio 403(b) Plan assets move in 2023? ▼
How have Health Partners of Western Ohio plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Health Partners of Western Ohio 403(b) Plan? ▼
Next read for Health Partners of Western Ohio 403(b) P…
Multi-year trail
Ways to act on Health Partners of Western Ohio 403(b) Plan's numbers.
- By total assets, Health Partners of Western Ohio 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Health Partners of Western Ohio's sponsor-wide assets have grown 62.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans