Other · DOL Form 5500 · 2023

Andrews-Osborne Academy Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
34th
Percentile by assets National rank
$167,256
Avg per participant Above avg balance/head
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Official DOL plan name: Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities · Sponsored by Andrews-Osborne Academy · Ohio · Educational Services

$3M in assets, 16 participants

Andrews-Osborne Academy's Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities reported $3M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #834 in Educational Services (3,735 peers)

Andrews-Osborne Academy multi-year trail

Andrews-Osborne Academy's plans moved +24.1% in assets from 2022 to 2024; this filing shows Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities at $3M / 16 participants.

#834
in Educational Services (3,735 peers)
+7.3%
assets growth YoY

Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities's mid-pack asset rank among Educational Services and all filers

Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities vs every filed plan by assets

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

$2,676,095 34th percentile higher than 34% 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

Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities reported net income rose from -$498K in the plan year 2022 filing to $182K in the plan year 2023 filing.
  • Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities reported participants rose from 12 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340714625 · Andrews-Osborne Academy PY 2023 · Other

Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities · $3M · 16 · 34th

  • SCH $3M
  • EBSA 16
  • PART 34th
  • TYPE Other
  • NET near St. Charles Youth & Family Services, Inc. 403(b) Plan
  • BOOK ind #834

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 Educational Services retirement plans → · Plans in Ohio →

Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities in the asset neighbourhood

Alliance Healthcare Services Employee RetirementAlliance Healthcare Services…$3MAndrews School Tiaa-Cref Tax Deferred Supplemental Retirement AnnuitiesAndrews School Tiaa-Cref Tax…$3MSt. Charles Youth & Family Services, Inc. 403(b) PlanSt. Charles Youth & Family S…$3MNew York Council for the Humanities Tax-Sheltered Annuity PlanNew York Council for the Hum…$3MFresh Lifelines for Youth, Inc. 403(b) Retirement PlanFresh Lifelines for Youth, I…$3M
End-of-year total assets ($M) among Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Andrews-Osborne Academy multi-year asset trail

Sponsor-wide plan assets over time

All Andrews-Osborne Academy plans reported in each filing year

Latest sponsor-wide plan assets
$12M 24.091950989427758% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.58M $11.9M ▲ +24.1%
Year Plans Participants Total Assets
2022 2 85 $10M
2023 2 87 $11M
2024 2 95 $12M

Andrews-Osborne Academy filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$182K
Employer EIN340714625
Plan Effective Date1988-03-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities, Total assets ($B): 0.002676095 · Participants: 16Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement AnnuitiesCleveland 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
Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities vs. nearby Other plans in Ohio, assets vs. participants
Compare Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities side-by-side with 3 peers →

Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is St. Charles Youth & Family Services, Inc. 403(b) Plan in WI ($3M); by covered participants it is The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan in NC (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities assets move in 2023? ▼
Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities grew at a solid clip - up 7.3% during 2023, from $2M to $3M. Reported net income was $182K.
How have Andrews-Osborne Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andrews-Osborne Academy's sponsor-wide assets grew 24.1%, from $10M to $12M.
Which Other plans are similar in size to Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities? ▼
Among Other plans in other states, the closest by assets is St. Charles Youth & Family Services, Inc. 403(b) Plan in WI ($3M, 248 participants).
Which Other plans cover a similar participant headcount to Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities? ▼
Among Other plans in other states, the closest by covered participants is The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan in NC (16 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 340714625.

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.