401(k) · DOL Form 5500 · 2023

Integrated Services for Behavioral Health 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
452
Participants Below avg headcount
61st
Percentile by assets National rank
$24,753
Avg per participant Low balance/head
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Official DOL plan name: Integrated Services Retirement Plan · Sponsored by Integrated Services for Behavioral Health · Ohio · Professional & Technical Services

$11M in assets, 452 participants

Integrated Services for Behavioral Health's Integrated Services Retirement Plan reported $11M in total assets and 452 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,183 in Professional & Technical Services (20,321 peers)

Integrated Services for Behavioral Health multi-year trail

Integrated Services for Behavioral Health's plans moved +58.6% in assets from 2022 to 2024; this filing shows Integrated Services Retirement Plan at $11M / 452 participants.

#12,183
in Professional & Technical Services (20,321 peers)
+26.1%
assets growth YoY

Integrated Services Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Integrated Services Retirement Plan vs every filed plan by assets

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

$11,188,580 Top 39% higher than 61% 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

Integrated Services 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. Integrated Services Retirement Plan sits mid-pack in the medium band (452 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Integrated Services Retirement Plan reported net income rose from -$576K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Integrated Services Retirement Plan reported participants rose from 326 in the plan year 2022 filing to 452 in the plan year 2023 filing.
  • Integrated Services Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311472366 · Integrated Services for Behavioral Health PY 2023 · 401(k)

Integrated Services Retirement Plan · $11M · 452 · 61st

  • BOOK $11M
  • BOOK 452
  • BOOK 61st
  • BOOK 401(k)
  • BOOK near Graco Fishing & Rental Tools, Inc. 401(k) and Profit Sharing Plan
  • BOOK ind #12183

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Integrated Services Retirement Plan in the asset neighbourhood

Integrated Services Retirement PlanIntegrated Services Retireme…$11MGraco Fishing & Rental Tools, Inc. 401(k) and Profit Sharing PlanGraco Fishing & Rental Tools…$11MNational Distributors, Inc. Profit Sharing and Employees Retirement Savings PlanNational Distributors, Inc. …$11MActive/Carter 401(k) Plan$11MDowntown Women Ob/Gyn Associates, LLP 401(k) PlanDowntown Women Ob/Gyn Associ…$11M
End-of-year total assets ($M) among Integrated Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Integrated Services for Behavioral Health multi-year asset trail

Sponsor-wide plan assets over time

All Integrated Services for Behavioral Health plans reported in each filing year

Latest sponsor-wide plan assets
$14M 58.64676642480451% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.87M $14.1M ▲ +58.7%
Year Plans Participants Total Assets
2022 1 326 $9M
2023 1 452 $11M
2024 1 504 $14M

Integrated Services for Behavioral Health filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN311472366
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Integrated Services Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Integrated Services Retirement Plan, Total assets ($B): 0.01118858 · Participants: 452Integrated Services Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Integrated Services Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Integrated Services Retirement Plan side-by-side with 3 peers →

Integrated Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Graco Fishing & Rental Tools, Inc. 401(k) and Profit Sharing Plan in TX ($11M); by covered participants it is Vernon Memorial Healthcare Employees Pension & Savings Plan in WI (452 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (452 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 Integrated Services Retirement Plan assets move in 2023? ▼
Integrated Services Retirement Plan grew sharply - up 26.1% during 2023, from $9M to $11M. Reported net income was $2M.
How have Integrated Services for Behavioral Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integrated Services for Behavioral Health's sponsor-wide assets grew 58.6%, from $9M to $14M.
Which 401(k) plans are similar in size to Integrated Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Graco Fishing & Rental Tools, Inc. 401(k) and Profit Sharing Plan in TX ($11M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Integrated Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vernon Memorial Healthcare Employees Pension & Savings Plan in WI (452 participants, $54M 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 311472366.

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.