Profit Sharing · DOL Form 5500 · 2023
Healthspan Partners Profit Sharing Plan
Data updated 2026-08-11
- $23M
- Total assets
- 29
- Participants
- 75th
- Percentile by assets
- $807,337
- Avg per participant
Official DOL plan name: Healthspan Retirement Savings Plan 403(b) · Sponsored by Healthspan Partners · Ohio · Healthcare & Social Assistance
$23M in assets, 29 participants
Healthspan Partners's Healthspan Retirement Savings Plan 403(b) reported $23M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 127,072 plans)
- #14,030 in Healthcare & Social Assistance (17,684 peers)
Where Healthspan Retirement Savings Plan 403(b) sits by assets
Healthspan Retirement Savings Plan 403(b) sits in the top quartile of all filed plans by assets, $23M for 29 participants (~$807,337/participant), up 7.3% in 2023.
- $23M
- total plan assets (2023 EOY)
- 29
- covered participants
- 75th
- percentile by assets (of 127,072 plans)
- $807,337
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Healthspan Retirement Savings Plan 403(b) reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Healthspan Retirement Savings Plan 403(b) end-of-year assets rose from $22M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Healthspan Retirement Savings Plan 403(b) reported participants fell from 31 in the plan year 2022 filing to 29 in the plan year 2023 filing.
Healthspan Retirement Savings Plan 403(b) vs the 2023 asset distribution
By assets, Healthspan Retirement Savings Plan 403(b) outranks 75% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 463055925 |
| Plan Effective Date | 2013-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Healthspan Partners)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $22M |
| 2023 | 1 | 29 | $23M |
| 2024 | 1 | 28 | $23M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Healthspan Retirement Savings Plan 403(b) 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 Healthspan Retirement Savings Plan 403(b) by total assets, not by location.
Frequently Asked Questions
How did Healthspan Retirement Savings Plan 403(b) assets move in 2023? ▼
How have Healthspan Partners plan assets changed over time? ▼
Where does Healthspan Retirement Savings Plan 403(b) rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Healthspan Retirement Savings Plan 403(b)? ▼
Next read for Healthspan Retirement Savings Plan 403(b…
Scale reading
Ways to act on Healthspan Retirement Savings Plan 403(b)'s numbers.
- By total assets, Healthspan Retirement Savings Plan 403(b) ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Healthspan Partners's sponsor-wide assets have grown 5.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans