Defined Benefit (Pension) · DOL Form 5500 · 2023

Southwest Ohio Ent Specialists, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
115
Participants Small participant base
41st
Percentile by assets National rank
$36,864
Avg per participant Low balance/head
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Official DOL plan name: Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan · Sponsored by Southwest Ohio Ent Specialists, Inc. · Ohio · Healthcare & Social Assistance

$4M in assets, 115 participants

Southwest Ohio Ent Specialists, Inc.'s Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan reported $4M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,838 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan covers 115 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#7,838
in Healthcare & Social Assistance (17,684 peers)
+74.3%
assets growth YoY

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$4,239,322 41st percentile higher than 41% 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

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension 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. Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan reported net income rose from $985K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan reported participants fell from 124 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 310644802 · Southwest Ohio Ent Specialists, Inc. PY 2023 · Defined Benefit (Pension)

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan · $4M · 115 · 41st

  • BOY $4M
  • SCH 115
  • EBSA 41st
  • PART Defined Benefit (Pension)
  • TYPE near Seabridge Capital, LLC Defined Benefit Plan
  • NET ind #7838

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 →

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan in the asset neighbourhood

Marketing & Trade Consultants, Corp. Retirement PlanMarketing & Trade Consultant…$4MSouthwest Ohio Ent Specialists, Inc. Cash Balance Pension PlanSouthwest Ohio Ent Specialis…$4MSeabridge Capital, LLC Defined Benefit PlanSeabridge Capital, LLC Defin…$4MRwk Tool, Inc. Cash Balance Pension PlanRwk Tool, Inc. Cash Balance …$4MTwo Mookties Defined Benefit Pension PlanTwo Mookties Defined Benefit…$4M
End-of-year total assets ($M) among Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN310644802
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Ohio Ent Specialists, Inc.)

Sponsor-wide plan assets over time

All Southwest Ohio Ent Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 58.038675073854094% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.1M $35M ▲ +58.0%
Year Plans Participants Total Assets
2022 2 250 $22M
2023 2 231 $29M
2024 2 238 $35M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan, Total assets ($B): 0.004239322 · Participants: 115Southwest Ohio Ent Specialists, Inc. Cash Balance Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Seabridge Capital, LLC Defined Benefit Plan in CT ($4M); by covered participants it is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (115 participants). Same-state nearby plans are listed separately above.

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 Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan assets move in 2023? ▼
Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan surged - up 74.3% during 2023, from $2M to $4M. Reported net income was $2M.
How have Southwest Ohio Ent Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Ohio Ent Specialists, Inc.'s sponsor-wide assets grew 58.0%, from $22M to $35M.
Which Defined Benefit (Pension) plans are similar in size to Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Seabridge Capital, LLC Defined Benefit Plan in CT ($4M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (115 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 310644802.

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.