Other · DOL Form 5500 · 2023

Medf Physicians Corp. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
148
Participants Small participant base
59th
Percentile by assets National rank
$69,109
Avg per participant Below avg balance/head
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Official DOL plan name: Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan · Sponsored by Medf Physicians Corp. · Ohio · Healthcare & Social Assistance

$10M in assets, 148 participants

Medf Physicians Corp.'s Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan reported $10M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,443 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan covers 148 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $10M.

#11,443
in Healthcare & Social Assistance (17,684 peers)
+37.9%
assets growth YoY

Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan vs every filed plan by assets

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

$10,228,134 Top 41% higher than 59% 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

Medf Physicians Corp. Voluntary Tax Deferred Annuity 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. Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan reported net income rose from -$236K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan reported participants rose from 115 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341957399 · Medf Physicians Corp. PY 2023 · Other

Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan · $10M · 148 · 59th

  • EBSA $10M
  • EBSA 148
  • EBSA 59th
  • EBSA Other
  • EBSA near Berkeley Repertory Theatre 403(b) Plan
  • EBSA ind #11443

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan in the asset neighbourhood

Employee Benefit Plan of Gulf Coast Pre-Stress Partners, Ltd.Employee Benefit Plan of Gul…$10MCommunity Health Center Network 403(b) PlanCommunity Health Center Netw…$10MMedf Physicians Corp. Voluntary Tax Deferred Annuity PlanMedf Physicians Corp. Volunt…$10MBerkeley Repertory Theatre 403(b) PlanBerkeley Repertory Theatre 4…$10MPeninsula Community Health Services 403(b) PlanPeninsula Community Health S…$10M
End-of-year total assets ($M) among Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN341957399
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medf Physicians Corp.)

Sponsor-wide plan assets over time

All Medf Physicians Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 75.5497333423035% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.42M $13M ▲ +75.5%
Year Plans Participants Total Assets
2022 1 115 $7M
2023 1 148 $10M
2024 1 184 $13M

Nearby Other Plans in Ohio

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

Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan, Total assets ($B): 0.010228134 · Participants: 148Medf Physicians Corp. Voluntary Tax Deferred Annuity 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
Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan side-by-side with 3 peers →

Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Berkeley Repertory Theatre 403(b) Plan in CA ($10M); by covered participants it is Unbound Retirement Plan in KS (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan assets move in 2023? ▼
Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan surged - up 37.9% during 2023, from $7M to $10M. Reported net income was $3M.
How have Medf Physicians Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medf Physicians Corp.'s sponsor-wide assets grew 75.5%, from $7M to $13M.
Which Other plans are similar in size to Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Berkeley Repertory Theatre 403(b) Plan in CA ($10M, 71 participants).
Which Other plans cover a similar participant headcount to Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Unbound Retirement Plan in KS (148 participants, $19M 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 341957399.

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.