Other · DOL Form 5500 · 2023

Oriana House, Inc. Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
781
Participants Near avg headcount
74th
Percentile by assets National rank
$27,620
Avg per participant Low balance/head
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Official DOL plan name: Oriana House, Inc. 403(b) Retirement Plan · Sponsored by Oriana House, Inc. · Ohio · Administrative & Support Services

$22M in assets, 781 participants

Oriana House, Inc.'s Oriana House, Inc. 403(b) Retirement Plan reported $22M in total assets and 781 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #3,789 in Administrative & Support Services (4,372 peers)

Oriana House, Inc. multi-year trail

Oriana House, Inc.'s plans moved +35.1% in assets from 2022 to 2024; this filing shows Oriana House, Inc. 403(b) Retirement Plan at $22M / 781 participants.

#3,789
in Administrative & Support Services (4,372 peers)
+19.0%
assets growth YoY

Oriana House, Inc. 403(b) Retirement Plan's outsized position by total assets

Oriana House, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$21,570,882 Top 26% higher than 74% 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

Oriana House, Inc. 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. Oriana House, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (781 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oriana House, Inc. 403(b) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Oriana House, Inc. 403(b) Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Oriana House, Inc. 403(b) Retirement Plan reported participants rose from 718 in the plan year 2022 filing to 781 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341334919 · Oriana House, Inc. PY 2023 · Other

Oriana House, Inc. 403(b) Retirement Plan · $22M · 781 · 74th

  • BOOK $22M
  • BOOK 781
  • BOOK 74th
  • BOOK Other
  • BOOK near The Brandeis School of San Francisco Retirement Plan
  • BOOK ind #3789

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 Administrative & Support Services retirement plans → · Plans in Ohio →

Oriana House, Inc. 403(b) Retirement Plan in the asset neighbourhood

Oriana House, Inc. 403(b) Retirement PlanOriana House, Inc. 403(b) Re…$22MThe Brandeis School of San Francisco Retirement PlanThe Brandeis School of San F…$22MCommunity Systems, Inc. Contributory 403 (B) PlanCommunity Systems, Inc. Cont…$22M403(b) Thrift Plan of Neighborhood Legal Services of Los Angeles County403(b) Thrift Plan of Neighb…$22MBraille Institute of America Inc Tax Sheltered 403(b) Savings PlanBraille Institute of America…$22M
End-of-year total assets ($M) among Oriana House, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oriana House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oriana House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 35.05902036632996% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.1M $24.5M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 718 $18M
2023 1 781 $22M
2024 1 812 $24M

Oriana House, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN341334919
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Oriana House, Inc. 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Oriana House, Inc. 403(b) Retirement Plan, Total assets ($B): 0.021570882 · Participants: 781Oriana House, Inc. 403(b) 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
Oriana House, Inc. 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Oriana House, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Oriana House, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The Brandeis School of San Francisco Retirement Plan in CA ($22M); by covered participants it is Jipc Savings Plan in CA (781 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (781 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 Oriana House, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Oriana House, Inc. 403(b) Retirement Plan grew sharply - up 19.0% during 2023, from $18M to $22M. Reported net income was $3M.
How have Oriana House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oriana House, Inc.'s sponsor-wide assets grew 35.1%, from $18M to $24M.
Which Other plans are similar in size to Oriana House, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Brandeis School of San Francisco Retirement Plan in CA ($22M, 169 participants).
Which Other plans cover a similar participant headcount to Oriana House, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Jipc Savings Plan in CA (781 participants, $6M 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 341334919.

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.