Profit Sharing · DOL Form 5500 · 2023

Wesleyan Senior Living Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
337
Participants Below avg headcount
34th
Percentile by assets National rank
$7,990
Avg per participant Low balance/head
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Official DOL plan name: Wesleyan Senior Living Et Al Retirement Plan · Sponsored by Wesleyan Senior Living · Ohio · Healthcare & Social Assistance

$3M in assets, 337 participants

Wesleyan Senior Living's Wesleyan Senior Living Et Al Retirement Plan reported $3M in total assets and 337 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,094 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Wesleyan Senior Living Et Al Retirement Plan covers 337 participants in Ohio, about 44% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#6,094
in Healthcare & Social Assistance (17,684 peers)
+2.5%
assets growth YoY

Wesleyan Senior Living Et Al Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wesleyan Senior Living Et Al Retirement Plan vs every filed plan by assets

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

$2,692,661 34th percentile higher than 34% 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

Wesleyan Senior Living Et Al 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. Wesleyan Senior Living Et Al Retirement Plan sits mid-pack in the medium band (337 participants).

EBSA filing schedule strip

Filing strip 340714611 · Wesleyan Senior Living PY 2023 · Profit Sharing

Wesleyan Senior Living Et Al Retirement Plan · $3M · 337 · 34th

  • BOOK $3M
  • VS-ST 337
  • BOY 34th
  • SCH Profit Sharing
  • EBSA near Citizens State Financial Corp Psp
  • PART ind #6094

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 →

Wesleyan Senior Living Et Al Retirement Plan in the asset neighbourhood

Wesleyan Senior Living Et Al Retirement PlanWesleyan Senior Living Et Al…$3MCitizens State Financial Corp PspCitizens State Financial Cor…$3MSupermercado Econo Facundo, Inc. Retirement PlanSupermercado Econo Facundo, …$3MMw Retina Consultants, Sc Profit Sharing PlanMw Retina Consultants, Sc Pr…$3MFort Worth Dermatology Associates, P.a. Retirement PlanFort Worth Dermatology Assoc…$3M
End-of-year total assets ($M) among Wesleyan Senior Living Et Al Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$65K
Employer EIN340714611
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesleyan Senior Living)

Sponsor-wide plan assets over time

All Wesleyan Senior Living plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.403552099577333% vs 2023
2024 filing year
$2.3M$2.4M$2.5M$2.6M$2.7M$2.8M 20232024 $2.69M $2.39M ▼ -11.2%
Year Plans Participants Total Assets
2023 1 337 $3M
2024 1 331 $2M

Nearby Profit Sharing Plans in Ohio

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

Wesleyan Senior Living Et Al Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Wesleyan Senior Living Et Al Retirement Plan, Total assets ($B): 0.002692661 · Participants: 337Wesleyan Senior Living Et Al Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Wesleyan Senior Living Et Al Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Wesleyan Senior Living Et Al Retirement Plan side-by-side with 3 peers →

Wesleyan Senior Living Et Al Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Citizens State Financial Corp Psp in TX ($3M); by covered participants it is Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan in CA (337 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 Wesleyan Senior Living Et Al Retirement Plan assets move in 2023? ▼
Wesleyan Senior Living Et Al Retirement Plan edged up modestly - up 2.5% during 2023, from $3M to $3M. Reported net income was $65K.
How have Wesleyan Senior Living plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Wesleyan Senior Living's sponsor-wide assets declined 11.4%, from $3M to $2M.
Which Profit Sharing plans are similar in size to Wesleyan Senior Living Et Al Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Citizens State Financial Corp Psp in TX ($3M, 27 participants).
Which Profit Sharing plans cover a similar participant headcount to Wesleyan Senior Living Et Al Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan in CA (337 participants, $215M 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 340714611.

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.