Other · DOL Form 5500 · 2023

Coleman Professional Services Inc. Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
867
Participants Near avg headcount
65th
Percentile by assets National rank
$15,774
Avg per participant Low balance/head
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Official DOL plan name: Coleman Professional Services Employees 403b Plan · Sponsored by Coleman Professional Services Inc. · Ohio · Healthcare & Social Assistance

$14M in assets, 867 participants

Coleman Professional Services Inc.'s Coleman Professional Services Employees 403b Plan reported $14M in total assets and 867 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,459 in Healthcare & Social Assistance (17,684 peers)

Coleman Professional Services Inc. multi-year trail

Coleman Professional Services Inc.'s plans moved -12.4% in assets from 2022 to 2024; this filing shows Coleman Professional Services Employees 403b Plan at $14M / 867 participants.

#12,459
in Healthcare & Social Assistance (17,684 peers)
+15.3%
assets growth YoY

Coleman Professional Services Employees 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Coleman Professional Services Employees 403b Plan vs every filed plan by assets

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

$13,675,686 Top 35% higher than 65% 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

Coleman Professional Services Employees 403b 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. Coleman Professional Services Employees 403b Plan sits mid-pack in the medium band (867 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coleman Professional Services Employees 403b Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Coleman Professional Services Employees 403b Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Coleman Professional Services Employees 403b Plan reported participants rose from 837 in the plan year 2022 filing to 867 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341240178 · Coleman Professional Services Inc. PY 2023 · Other

Coleman Professional Services Employees 403b Plan · $14M · 867 · 65th

  • VS-ST $14M
  • BOY 867
  • SCH 65th
  • EBSA Other
  • PART near Texas Chiropractic College 403b Plan
  • TYPE ind #12459

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 →

Coleman Professional Services Employees 403b Plan in the asset neighbourhood

Acmh, Inc. Tax Deferred Annuity PlanAcmh, Inc. Tax Deferred Annu…$14MCommunity Hospital Tax Deferred Annuity PlanCommunity Hospital Tax Defer…$14MColeman Professional Services Employees 403b PlanColeman Professional Service…$14MTexas Chiropractic College 403b PlanTexas Chiropractic College 4…$14M401(k) Profit-Sharing Plan for Employees of Kickapoo Tribe of Oklahoma401(k) Profit-Sharing Plan f…$14M
End-of-year total assets ($M) among Coleman Professional Services Employees 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Coleman Professional Services Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coleman Professional Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 12.364696658037918% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $21.4M $18.8M ▼ -12.4%
Year Plans Participants Total Assets
2022 2 1,674 $21M
2023 2 1,734 $24M
2024 2 1,761 $19M

Coleman Professional Services Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN341240178
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Coleman Professional Services Employees 403b Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Coleman Professional Services Employees 403b Plan, Total assets ($B): 0.013675686 · Participants: 867Coleman Professional Services Employees 403b 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
Coleman Professional Services Employees 403b Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Coleman Professional Services Employees 403b Plan side-by-side with 3 peers →

Coleman Professional Services Employees 403b Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Texas Chiropractic College 403b Plan in TX ($14M); by covered participants it is Environmental Defense Fund Retirement Savings Plan in NY (866 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (867 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 Coleman Professional Services Employees 403b Plan assets move in 2023? ▼
Coleman Professional Services Employees 403b Plan grew sharply - up 15.3% during 2023, from $12M to $14M. Reported net income was $2M.
How have Coleman Professional Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coleman Professional Services Inc.'s sponsor-wide assets declined 12.4%, from $21M to $19M.
Which Other plans are similar in size to Coleman Professional Services Employees 403b Plan? ▼
Among Other plans in other states, the closest by assets is Texas Chiropractic College 403b Plan in TX ($14M, 47 participants).
Which Other plans cover a similar participant headcount to Coleman Professional Services Employees 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Environmental Defense Fund Retirement Savings Plan in NY (866 participants, $158M 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 341240178.

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.