Other · DOL Form 5500 · 2023

Wesley Community Services Organization Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
136
Participants Small participant base
26th
Percentile by assets National rank
$9,183
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Wesley Community Services Organization · Sponsored by Wesley Community Services Organization · Ohio · Healthcare & Social Assistance

$1M in assets, 136 participants

Wesley Community Services Organization's 403(b) Thrift Plan of Wesley Community Services Organization reported $1M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,886 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

403(b) Thrift Plan of Wesley Community Services Organization covers 136 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $1M.

#3,886
in Healthcare & Social Assistance (17,684 peers)
+22.9%
assets growth YoY

403(b) Thrift Plan of Wesley Community Services Organization among the smaller filed plans by assets

403(b) Thrift Plan of Wesley Community Services Organization vs every filed plan by assets

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

$1,248,928 26th percentile higher than 26% 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 of Wesley Community Services Organization 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 of Wesley Community Services Organization sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Wesley Community Services Organization reported net income fell from $362K in the plan year 2022 filing to $233K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Wesley Community Services Organization end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Wesley Community Services Organization reported participants fell from 154 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 310537097 · Wesley Community Services Organization PY 2023 · Other

403(b) Thrift Plan of Wesley Community Services Organization · $1M · 136 · 26th

  • TYPE $1M
  • TYPE 136
  • TYPE 26th
  • TYPE Other
  • TYPE near Arise Academy, Inc. 403(b) Plan
  • TYPE ind #3886

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 →

403(b) Thrift Plan of Wesley Community Services Organization in the asset neighbourhood

403(b) Thrift Plan of Wesley Community Services Organization403(b) Thrift Plan of Wesley…$1MArise Academy, Inc. 403(b) PlanArise Academy, Inc. 403(b) P…$1MThe Colson Caster Corporation Hourly Employees' (Iam/Jonesboro) Retirement PlanThe Colson Caster Corporatio…$1MChemical Safety Technology, Inc. Profit Sharing PlanChemical Safety Technology, …$1MRegional Rehabilitation Center, Inc. 403(b) Thrift PlanRegional Rehabilitation Cent…$1M
End-of-year total assets ($M) among 403(b) Thrift Plan of Wesley Community Services Organization 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)$1M
Net Income$233K
Employer EIN310537097
Plan Effective Date2006-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesley Community Services Organization)

Sponsor-wide plan assets over time

All Wesley Community Services Organization plans reported in each filing year

Latest sponsor-wide plan assets
$2M 145.50827888554448% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $1.02M $2.49M ▲ +144.1%
Year Plans Participants Total Assets
2022 1 154 $1M
2023 1 136 $1M
2024 1 131 $2M

Nearby Other Plans in Ohio

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

403(b) Thrift Plan of Wesley Community Services Organization vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants 403(b) Thrift Plan of Wesley Community Services Organization, Total assets ($B): 0.001248928 · Participants: 136403(b) Thrift Plan of Wesley Community Services OrganizationCleveland 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
403(b) Thrift Plan of Wesley Community Services Organization vs. nearby Other plans in Ohio, assets vs. participants
Compare 403(b) Thrift Plan of Wesley Community Services Organization side-by-side with 3 peers →

403(b) Thrift Plan of Wesley Community Services Organization's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Arise Academy, Inc. 403(b) Plan in LA ($1M); by covered participants it is The Corporate Source, Inc. Pr 401(k) Plan in NY (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 of Wesley Community Services Organization assets move in 2023? ▼
403(b) Thrift Plan of Wesley Community Services Organization grew sharply - up 22.9% during 2023, from $1M to $1M. Reported net income was $233K.
How have Wesley Community Services Organization plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wesley Community Services Organization's sponsor-wide assets grew 145.5%, from $1M to $2M.
Which Other plans are similar in size to 403(b) Thrift Plan of Wesley Community Services Organization? ▼
Among Other plans in other states, the closest by assets is Arise Academy, Inc. 403(b) Plan in LA ($1M, 100 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Wesley Community Services Organization? ▼
Among Other plans in other states, the closest by covered participants is The Corporate Source, Inc. Pr 401(k) Plan in NY (136 participants, $2M 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 310537097.

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.