Profit Sharing · DOL Form 5500 · 2023

Healthspan Partners Profit Sharing Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
29
Participants Small participant base
75th
Percentile by assets National rank
$807,337
Avg per participant High balance/head
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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.

  • #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.

#14,030
in Healthcare & Social Assistance (17,684 peers)
+7.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Healthspan Retirement Savings Plan 403(b)'s outsized position by total assets

Healthspan Retirement Savings Plan 403(b) vs every filed plan by assets

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

$23,412,783 Top 25% higher than 75% 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

Healthspan Retirement Savings Plan 403(b) among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthspan Retirement Savings Plan 403(b) is a small filing (29 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 463055925 · Healthspan Partners PY 2023 · Profit Sharing

Healthspan Retirement Savings Plan 403(b) · $23M · 29 · 75th

  • BOY $23M
  • SCH 29
  • EBSA 75th
  • PART Profit Sharing
  • TYPE near Gursey Schneider LLP Retirement Savings Plan
  • NET ind #14030

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 →

Healthspan Retirement Savings Plan 403(b) in the asset neighbourhood

Healthcare Network of Southwest Florida (Hcn) Retirement PlanHealthcare Network of Southw…$23MJj Elek Realty Company Inc. Employees' Profit Sharing PlanJj Elek Realty Company Inc. …$23MHealthspan Retirement Savings Plan 403(b)Healthspan Retirement Saving…$23MGursey Schneider LLP Retirement Savings PlanGursey Schneider LLP Retirem…$23MLiberty Pattern Company Profit Sharing PlanLiberty Pattern Company Prof…$23M
End-of-year total assets ($M) among Healthspan Retirement Savings Plan 403(b) and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN463055925
Plan Effective Date2013-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthspan Partners)

Sponsor-wide plan assets over time

All Healthspan Partners plans reported in each filing year

Latest sponsor-wide plan assets
$23M 5.750916946670974% vs 2022
2024 filing year
$21.5M$22M$22.5M$23M$23.5M$24M 202220232024 $21.8M $23.1M ▲ +5.8%
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 Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Healthspan Retirement Savings Plan 403(b), Total assets ($B): 0.023412783 · Participants: 29Healthspan Retirement Savings Plan 403(b)Cleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Healthspan Retirement Savings Plan 403(b) vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Healthspan Retirement Savings Plan 403(b) side-by-side with 3 peers →

Healthspan Retirement Savings Plan 403(b)'s out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Gursey Schneider LLP Retirement Savings Plan in CA ($23M); by covered participants it is K.D.G., Inc. Profit Sharing Plan in IN (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Healthspan Retirement Savings Plan 403(b) assets move in 2023? ▼
Healthspan Retirement Savings Plan 403(b) grew at a solid clip - up 7.3% during 2023, from $22M to $23M. Reported net income was $2M.
How have Healthspan Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthspan Partners's sponsor-wide assets grew 5.8%, from $22M to $23M.
Where does Healthspan Retirement Savings Plan 403(b) rank by assets among Form 5500 filers? ▼
Healthspan Retirement Savings Plan 403(b) ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Healthspan Retirement Savings Plan 403(b)? ▼
Among Profit Sharing plans in other states, the closest by assets is Gursey Schneider LLP Retirement Savings Plan in CA ($23M, 201 participants).
Which Profit Sharing plans cover a similar participant headcount to Healthspan Retirement Savings Plan 403(b)? ▼
Among Profit Sharing plans in other states, the closest by covered participants is K.D.G., Inc. Profit Sharing Plan in IN (29 participants, $2M 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 463055925.

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.