Profit Sharing · DOL Form 5500 · 2023

Holden Arboretum Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
146
Participants Small participant base
54th
Percentile by assets National rank
$54,999
Avg per participant Low balance/head
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Official DOL plan name: Holden Forests & Gardens 403(b) Retirement Plan · Sponsored by Holden Arboretum · Ohio · Arts, Entertainment & Recreation

$8M in assets, 146 participants

Holden Arboretum's Holden Forests & Gardens 403(b) Retirement Plan reported $8M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,083 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Ohio

Holden Forests & Gardens 403(b) Retirement Plan covers 146 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $8M.

#2,083
in Arts, Entertainment & Recreation (2,945 peers)
+14.8%
assets growth YoY

Holden Forests & Gardens 403(b) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Holden Forests & Gardens 403(b) Retirement Plan vs every filed plan by assets

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

$8,029,847 Top 46% higher than 54% 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

Holden Forests & Gardens 403(b) 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. Holden Forests & Gardens 403(b) Retirement Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holden Forests & Gardens 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Holden Forests & Gardens 403(b) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Holden Forests & Gardens 403(b) Retirement Plan reported participants rose from 128 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 340750346 · Holden Arboretum PY 2023 · Profit Sharing

Holden Forests & Gardens 403(b) Retirement Plan · $8M · 146 · 54th

  • NET $8M
  • BOOK 146
  • VS-ST 54th
  • BOY Profit Sharing
  • SCH near 401(a) Plan of Tasks Unlimited Building Services
  • EBSA ind #2083

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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →

Holden Forests & Gardens 403(b) Retirement Plan in the asset neighbourhood

Holden Forests & Gardens 403(b) Retirement PlanHolden Forests & Gardens 403…$8M401(a) Plan of Tasks Unlimited Building Services401(a) Plan of Tasks Unlimit…$8MKlcm Savings & Retirement PlanKlcm Savings & Retirement Pl…$8MEcho Community Health Care 403(b) PlanEcho Community Health Care 4…$8MEdison Tubular Products LLC Profit Sharing PlanEdison Tubular Products LLC …$8M
End-of-year total assets ($M) among Holden Forests & Gardens 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN340750346
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holden Arboretum)

Sponsor-wide plan assets over time

All Holden Arboretum plans reported in each filing year

Latest sponsor-wide plan assets
$9M 35.30394420941055% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7M $9.47M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 128 $7M
2023 1 146 $8M
2024 1 165 $9M

Nearby Profit Sharing Plans in Ohio

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

Holden Forests & Gardens 403(b) Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Holden Forests & Gardens 403(b) Retirement Plan, Total assets ($B): 0.008029847 · Participants: 146Holden Forests & Gardens 403(b) Retirement PlanCleveland 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
Holden Forests & Gardens 403(b) Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Holden Forests & Gardens 403(b) Retirement Plan side-by-side with 3 peers →

Holden Forests & Gardens 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is 401(a) Plan of Tasks Unlimited Building Services in MN ($8M); by covered participants it is Thomas College DC Retirement Plan in ME (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Holden Forests & Gardens 403(b) Retirement Plan assets move in 2023? ▼
Holden Forests & Gardens 403(b) Retirement Plan grew at a solid clip - up 14.8% during 2023, from $7M to $8M. Reported net income was $1M.
How have Holden Arboretum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holden Arboretum's sponsor-wide assets grew 35.3%, from $7M to $9M.
Which Profit Sharing plans are similar in size to Holden Forests & Gardens 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 401(a) Plan of Tasks Unlimited Building Services in MN ($8M, 155 participants).
Which Profit Sharing plans cover a similar participant headcount to Holden Forests & Gardens 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thomas College DC Retirement Plan in ME (146 participants, $21M 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 340750346.

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.