Other · DOL Form 5500 · 2023

Mount Aloysius Corporation Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
134
Participants Small participant base
29th
Percentile by assets National rank
$12,566
Avg per participant Low balance/head
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Official DOL plan name: Mount Aloysius Corporation Retirement Plan · Sponsored by Mount Aloysius Corporation · Ohio · Healthcare & Social Assistance

$2M in assets, 134 participants

Mount Aloysius Corporation's Mount Aloysius Corporation Retirement Plan reported $2M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,640 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Mount Aloysius Corporation Retirement Plan covers 134 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#4,640
in Healthcare & Social Assistance (17,684 peers)
+14.5%
assets growth YoY

Mount Aloysius Corporation Retirement Plan among the smaller filed plans by assets

Mount Aloysius Corporation Retirement Plan vs every filed plan by assets

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

$1,683,821 29th percentile higher than 29% 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

Mount Aloysius Corporation 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. Mount Aloysius Corporation Retirement Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mount Aloysius Corporation Retirement Plan reported net income rose from -$254K in the plan year 2022 filing to $213K in the plan year 2023 filing.
  • Mount Aloysius Corporation Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mount Aloysius Corporation Retirement Plan reported participants rose from 130 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311432284 · Mount Aloysius Corporation PY 2023 · Other

Mount Aloysius Corporation Retirement Plan · $2M · 134 · 29th

  • RANK $2M
  • RANK 134
  • RANK 29th
  • RANK Other
  • RANK near 403(b) Thrift Plan for Employees of All Well-Being Services
  • RANK ind #4640

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 →

Mount Aloysius Corporation Retirement Plan in the asset neighbourhood

Children's Home Society of West Virginia 403(b) PlanChildren's Home Society of W…$2MThe Lourdes Industries, Inc. Profit Sharing Plan and TrustThe Lourdes Industries, Inc.…$2MMount Aloysius Corporation Retirement PlanMount Aloysius Corporation R…$2M403(b) Thrift Plan for Employees of All Well-Being Services403(b) Thrift Plan for Emplo…$2MGeorge F Killgoar Jr$2M
End-of-year total assets ($M) among Mount Aloysius Corporation Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$213K
Employer EIN311432284
Plan Effective Date1996-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mount Aloysius Corporation)

Sponsor-wide plan assets over time

All Mount Aloysius Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.687929113696907% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M 202220232024 $1.47M $1.75M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 130 $1M
2023 1 134 $2M
2024 1 131 $2M

Nearby Other Plans in Ohio

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

Mount Aloysius Corporation Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Mount Aloysius Corporation Retirement Plan, Total assets ($B): 0.001683821 · Participants: 134Mount Aloysius Corporation 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
Mount Aloysius Corporation Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Mount Aloysius Corporation Retirement Plan side-by-side with 3 peers →

Mount Aloysius Corporation Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is 403(b) Thrift Plan for Employees of All Well-Being Services in MI ($2M); by covered participants it is Franklin W. Olin College of Engineering 403(b) Retirement Plan in MA (134 participants). Same-state nearby plans are listed separately above.

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 Mount Aloysius Corporation Retirement Plan assets move in 2023? ▼
Mount Aloysius Corporation Retirement Plan grew at a solid clip - up 14.5% during 2023, from $1M to $2M. Reported net income was $213K.
How have Mount Aloysius Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount Aloysius Corporation's sponsor-wide assets grew 18.7%, from $1M to $2M.
Which Other plans are similar in size to Mount Aloysius Corporation Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of All Well-Being Services in MI ($2M, 53 participants).
Which Other plans cover a similar participant headcount to Mount Aloysius Corporation Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Franklin W. Olin College of Engineering 403(b) Retirement Plan in MA (134 participants, $62M 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 311432284.

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.