Profit Sharing · DOL Form 5500 · 2023
Holden Arboretum Profit Sharing Plan
Data updated 2026-08-11
- $8M
- Total assets
- 146
- Participants
- 54th
- Percentile by assets
- $54,999
- Avg per participant
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.
- 54th percentile by assets (of 127,072 plans)
- #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.
- $8M
- total plan assets (2023 EOY)
- 146
- covered participants
- 54th
- percentile by assets (of 127,072 plans)
- $54,999
- avg assets per participant
Where Holden Forests & Gardens 403(b) Retirement Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Holden Forests & Gardens 403(b) Retirement Plan reports 146 participants - about 19% of that state average ($8M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 340750346 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holden Arboretum)
| 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
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Holden Forests & Gardens 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Holden Forests & Gardens 403(b) Retirement Plan assets move in 2023? ▼
How have Holden Arboretum plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Holden Forests & Gardens 403(b) Retirement Plan? ▼
Next read for Holden Forests & Gardens 403(b) Retireme…
Filing takeaways
Ways to act on Holden Forests & Gardens 403(b) Retirement Plan's numbers.
- By total assets, Holden Forests & Gardens 403(b) Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Holden Arboretum's sponsor-wide assets have grown 35.3% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans