401(k) · DOL Form 5500 · 2023

Area Office on Aging 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
173
Participants Small participant base
58th
Percentile by assets National rank
$56,189
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Area Office on Aging · Sponsored by Area Office on Aging · Ohio · Other Services

$10M in assets, 173 participants

Area Office on Aging's 403(b) Thrift Plan for Employees of Area Office on Aging reported $10M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,963 in Other Services (7,857 peers)

Coverage in Ohio

403(b) Thrift Plan for Employees of Area Office on Aging covers 173 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $10M.

#5,963
in Other Services (7,857 peers)
+11.9%
assets growth YoY

403(b) Thrift Plan for Employees of Area Office on Aging's mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan for Employees of Area Office on Aging vs every filed plan by assets

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

$9,720,635 Top 42% higher than 58% 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

403(b) Thrift Plan for Employees of Area Office on Aging 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. 403(b) Thrift Plan for Employees of Area Office on Aging sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Area Office on Aging reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Area Office on Aging end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Area Office on Aging reported participants rose from 166 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341310295 · Area Office on Aging PY 2023 · 401(k)

403(b) Thrift Plan for Employees of Area Office on Aging · $10M · 173 · 58th

  • SCH $10M
  • EBSA 173
  • PART 58th
  • TYPE 401(k)
  • NET near Microsystems Automation Group Retirement Plan
  • BOOK ind #5963

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 Other Services retirement plans → · Plans in Ohio →

403(b) Thrift Plan for Employees of Area Office on Aging in the asset neighbourhood

403(b) Thrift Plan for Employees of Area Office on Aging403(b) Thrift Plan for Emplo…$10MMicrosystems Automation Group Retirement PlanMicrosystems Automation Grou…$10MSentry Auto Group 401(k) Profit Sharing PlanSentry Auto Group 401(k) Pro…$10MKci Computing, Inc. Employees Savings TrustKci Computing, Inc. Employee…$10MPremio Foods, Inc. 401(k) PlanPremio Foods, Inc. 401(k) Pl…$10M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Area Office on Aging and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN341310295
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Area Office on Aging)

Sponsor-wide plan assets over time

All Area Office on Aging plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.565385942168326% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.69M $11.3M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 166 $9M
2023 1 173 $10M
2024 1 178 $11M

Nearby 401(k) Plans in Ohio

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

403(b) Thrift Plan for Employees of Area Office on Aging vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Area Office on Aging, Total assets ($B): 0.009720635 · Participants: 173403(b) Thrift Plan for Employees of Area Office on AgingGE 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
403(b) Thrift Plan for Employees of Area Office on Aging vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Area Office on Aging side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Area Office on Aging's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Microsystems Automation Group Retirement Plan in VA ($10M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 403(b) Thrift Plan for Employees of Area Office on Aging assets move in 2023? ▼
403(b) Thrift Plan for Employees of Area Office on Aging grew at a solid clip - up 11.9% during 2023, from $9M to $10M. Reported net income was $1M.
How have Area Office on Aging plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Area Office on Aging's sponsor-wide assets grew 29.6%, from $9M to $11M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Area Office on Aging? ▼
Among 401(k) plans in other states, the closest by assets is Microsystems Automation Group Retirement Plan in VA ($10M, 112 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Area Office on Aging? ▼
Among 401(k) plans in other states, the closest by covered participants is Ace Fix-It Hardware 401(k) Plan in PA (173 participants, N/A 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 341310295.

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.