Other · DOL Form 5500 · 2023

Ohio District 5 Area Agency on Aging Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
124
Participants Small participant base
35th
Percentile by assets National rank
$23,849
Avg per participant Low balance/head
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Official DOL plan name: Ohio District 5 Area Agency on Aging 403b Retirement Plan · Sponsored by Ohio District 5 Area Agency on Aging · Ohio · Healthcare & Social Assistance

$3M in assets, 124 participants

Ohio District 5 Area Agency on Aging's Ohio District 5 Area Agency on Aging 403b Retirement Plan reported $3M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,441 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Ohio District 5 Area Agency on Aging 403b Retirement Plan covers 124 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#6,441
in Healthcare & Social Assistance (17,684 peers)
+24.5%
assets growth YoY

Ohio District 5 Area Agency on Aging 403b Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ohio District 5 Area Agency on Aging 403b Retirement Plan vs every filed plan by assets

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

$2,957,274 35th percentile higher than 35% 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

Ohio District 5 Area Agency on Aging 403b Retirement 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. Ohio District 5 Area Agency on Aging 403b Retirement Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohio District 5 Area Agency on Aging 403b Retirement Plan reported net income rose from -$507K in the plan year 2022 filing to $582K in the plan year 2023 filing.
  • Ohio District 5 Area Agency on Aging 403b Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ohio District 5 Area Agency on Aging 403b Retirement Plan reported participants rose from 119 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341617183 · Ohio District 5 Area Agency on Aging PY 2023 · Other

Ohio District 5 Area Agency on Aging 403b Retirement Plan · $3M · 124 · 35th

  • ASSETS $3M
  • ASSETS 124
  • ASSETS 35th
  • ASSETS Other
  • ASSETS near Wrc Senior Services 403b Plan
  • ASSETS ind #6441

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 →

Ohio District 5 Area Agency on Aging 403b Retirement Plan in the asset neighbourhood

Legal Aid Society of Nassau County 403(b) PlanLegal Aid Society of Nassau …$3MOhio District 5 Area Agency on Aging 403b Retirement PlanOhio District 5 Area Agency …$3MWrc Senior Services 403b Plan$3MThe Boys and Girls Aid Society of Oregon Defined Contribution Ret PlanThe Boys and Girls Aid Socie…$3M403(b) Plan of Nishna Productions, Inc.403(b) Plan of Nishna Produc…$3M
End-of-year total assets ($M) among Ohio District 5 Area Agency on Aging 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$582K
Employer EIN341617183
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio District 5 Area Agency on Aging)

Sponsor-wide plan assets over time

All Ohio District 5 Area Agency on Aging plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.96082291046049% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.37M $2.78M ▲ +17.3%
Year Plans Participants Total Assets
2022 1 119 $2M
2023 1 124 $3M
2024 1 133 $3M

Nearby Other Plans in Ohio

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

Ohio District 5 Area Agency on Aging 403b Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Ohio District 5 Area Agency on Aging 403b Retirement Plan, Total assets ($B): 0.002957274 · Participants: 124Ohio District 5 Area Agency on Aging 403b Retirement 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
Ohio District 5 Area Agency on Aging 403b Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Ohio District 5 Area Agency on Aging 403b Retirement Plan side-by-side with 3 peers →

Ohio District 5 Area Agency on Aging 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Wrc Senior Services 403b Plan in PA ($3M); by covered participants it is Marthas Table Inc. 403b Plan in DC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Ohio District 5 Area Agency on Aging 403b Retirement Plan assets move in 2023? ▼
Ohio District 5 Area Agency on Aging 403b Retirement Plan grew sharply - up 24.5% during 2023, from $2M to $3M. Reported net income was $582K.
How have Ohio District 5 Area Agency on Aging plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio District 5 Area Agency on Aging's sponsor-wide assets grew 17.0%, from $2M to $3M.
Which Other plans are similar in size to Ohio District 5 Area Agency on Aging 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Wrc Senior Services 403b Plan in PA ($3M, 213 participants).
Which Other plans cover a similar participant headcount to Ohio District 5 Area Agency on Aging 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Marthas Table Inc. 403b Plan in DC (124 participants, $4M 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 341617183.

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.