Other · DOL Form 5500 · 2023
OHIOHEALTH Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 425
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $100,724
- Avg per participant Below avg balance/head
Official DOL plan name: O'bleness Memorial Hospital Tax Sheltered Annuity Plan · Sponsored by OHIOHEALTH · Ohio · Healthcare & Social Assistance
$43M in assets, 425 participants
OHIOHEALTH's O'bleness Memorial Hospital Tax Sheltered Annuity Plan reported $43M in total assets and 425 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #15,251 in Healthcare & Social Assistance (17,684 peers)
Where O'bleness Memorial Hospital Tax Sheltered Annuity Plan sits by assets
O'bleness Memorial Hospital Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $43M for 425 participants (~$100,724/participant), up 12.7% in 2023.
- #15,251
- in Healthcare & Social Assistance (17,684 peers)
- +12.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
O'bleness Memorial Hospital Tax Sheltered Annuity Plan's outsized position by total assets
O'bleness Memorial Hospital Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,807,750 Top 16% higher than 84% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
O'bleness Memorial Hospital Tax Sheltered Annuity 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. O'bleness Memorial Hospital Tax Sheltered Annuity Plan sits mid-pack in the medium band (425 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O'bleness Memorial Hospital Tax Sheltered Annuity Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- O'bleness Memorial Hospital Tax Sheltered Annuity Plan end-of-year assets rose from $38M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- O'bleness Memorial Hospital Tax Sheltered Annuity Plan reported participants rose from 415 in the plan year 2022 filing to 425 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 314446959 · OHIOHEALTH PY 2023 · Other
O'bleness Memorial Hospital Tax Sheltered Annuity Plan · $43M · 425 · 84th
- PART $43M
- TYPE 425
- NET 84th
- BOOK Other
- VS-ST near The Boys' Latin School Retirement Plan
- BOY ind #15251
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 →
O'bleness Memorial Hospital Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $5M |
| Employer EIN | 314446959 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (OHIOHEALTH)
Sponsor-wide plan assets over time
All OHIOHEALTH plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 15.278088328904852% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 415 | $38M |
| 2023 | 1 | 425 | $43M |
| 2024 | 1 | 428 | $44M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
O'bleness Memorial Hospital Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is The Boys' Latin School Retirement Plan in MD ($43M); by covered participants it is Residential Services of Ne Mn, Inc. 403b Plan in MN (425 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- The Boys' Latin School Retirement Plan (MD) $43M · 131
- Utimco 403(b) Tax Sheltered Annuity Plan (TX) $43M · 123
- Options Educational 403(b) Retirement Plan (CA) $43M · 781
- Moravian Academy 403(b) DC Plan (PA) $43M · 188
Similar participant headcount
Nearest other-state filings by covered participants (425 participants); asset peers above are excluded.
- Residential Services of Ne Mn, Inc. 403b Plan (MN) 425 · 0 off
- Bridge Housing Corporation 403(b) Retirement Plan (CA) 425 · 0 off
- 403(b) Thrift Plan for Employees of Lifeworks, Inc. (MA) 425 · 0 off
- Hopewest 403(b) Plan (CO) 424 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.