Other · DOL Form 5500 · 2023
American Health Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 503
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $13,981
- Avg per participant Low balance/head
Official DOL plan name: American Health Foundation 403(b) Retirement Savings Plan · Sponsored by American Health Foundation, Inc. · Ohio · Healthcare & Social Assistance
$7M in assets, 503 participants
American Health Foundation, Inc.'s American Health Foundation 403(b) Retirement Savings Plan reported $7M in total assets and 503 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #9,976 in Healthcare & Social Assistance (17,684 peers)
American Health Foundation, Inc. multi-year trail
American Health Foundation, Inc.'s plans moved +24.4% in assets from 2022 to 2024; this filing shows American Health Foundation 403(b) Retirement Savings Plan at $7M / 503 participants.
- #9,976
- in Healthcare & Social Assistance (17,684 peers)
- +19.2%
- assets growth YoY
American Health Foundation 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
American Health Foundation 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,032,286 Top 49% higher than 51% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
American Health Foundation 403(b) Retirement Savings 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. American Health Foundation 403(b) Retirement Savings Plan sits mid-pack in the medium band (503 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Health Foundation 403(b) Retirement Savings Plan reported net income rose from -$953K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- American Health Foundation 403(b) Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- American Health Foundation 403(b) Retirement Savings Plan reported participants fell from 526 in the plan year 2022 filing to 503 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 311237141 · American Health Foundation, Inc. PY 2023 · Other
American Health Foundation 403(b) Retirement Savings Plan · $7M · 503 · 51st
- TYPE $7M
- NET 503
- BOOK 51st
- VS-ST Other
- BOY near Calverton School 403(b) Retirement Plan
- SCH ind #9976
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 →
American Health Foundation 403(b) Retirement Savings Plan in the asset neighbourhood
American Health Foundation, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All American Health Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 24.416795213221196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 526 | $6M |
| 2023 | 1 | 503 | $7M |
| 2024 | 1 | 557 | $7M |
American Health Foundation, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 311237141 |
| Plan Effective Date | 1991-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
American Health Foundation 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Calverton School 403(b) Retirement Plan in MD ($7M); by covered participants it is Gulf Coast Social Services 403b in LA (503 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (503 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.