Other · DOL Form 5500 · 2023
Northwestern Ohio Community Action Commission Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $34,233
- Avg per participant Low balance/head
Official DOL plan name: Northwestern Ohio Community Action Commission Tax Sheltered Annuity Plan · Sponsored by Northwestern Ohio Community Action Commission · Ohio · Healthcare & Social Assistance
$5M in assets, 143 participants
Northwestern Ohio Community Action Commission's Northwestern Ohio Community Action Commission Tax Sheltered Annuity Plan reported $5M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #8,445 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Northwestern Ohio Community Action Commission Tax Sheltered Annuity Plan covers 143 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $5M.
- #8,445
- in Healthcare & Social Assistance (17,684 peers)
- +24.6%
- assets growth YoY
Northwestern Ohio Community Action Commission Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Northwestern Ohio Community Action Commission Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,895,334 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Northwestern Ohio Community Action Commission Tax Sheltered 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. Northwestern Ohio Community Action Commission Tax Sheltered Annuity Plan sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northwestern Ohio Community Action Commission Tax Sheltered Annuity Plan reported net income rose from -$484K in the plan year 2022 filing to $965K in the plan year 2023 filing.
- Northwestern Ohio Community Action Commission Tax Sheltered Annuity Plan reported participants rose from 114 in the plan year 2022 filing to 143 in the plan year 2023 filing.
- Northwestern Ohio Community Action Commission Tax Sheltered Annuity Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 340971599 · Northwestern Ohio Community Action Commission PY 2023 · Other
Northwestern Ohio Community Action Commission Tax Sheltered Annuity Plan · $5M · 143 · 44th
- SCH $5M
- SCH 143
- SCH 44th
- SCH Other
- SCH near Hellenic American Neighborhood Action Committee 403(b) ERISA Retirement Plan
- SCH ind #8445
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 →
Northwestern Ohio Community Action Commission Tax Sheltered Annuity Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $965K |
| Employer EIN | 340971599 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwestern Ohio Community Action Commission)
Sponsor-wide plan assets over time
All Northwestern Ohio Community Action Commission plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 44.543791121089036% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 114 | $4M |
| 2023 | 1 | 143 | $5M |
| 2024 | 1 | 176 | $6M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Northwestern Ohio Community Action Commission Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Hellenic American Neighborhood Action Committee 403(b) ERISA Retirement Plan in NY ($5M); by covered participants it is The Fay School Defined Contribution Retirement Plan in MA (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- The Fay School Defined Contribution Retirement Plan (MA) 143 · 0 off
- North Carolina Wesleyan University Retirement Plan (NC) 143 · 0 off
- Homesafe 403(b) Retirement Plan (FL) 143 · 0 off
- Aua Tax Sheltered Annuity Plan (MD) 143 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.