401(k) · DOL Form 5500 · 2023

Western Reserve Area Agency on Aging 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
318
Participants Below avg headcount
62nd
Percentile by assets National rank
$37,152
Avg per participant Low balance/head
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Official DOL plan name: Western Reserve Area Agency on Aging 401(k) Plan · Sponsored by Western Reserve Area Agency on Aging · Ohio · Healthcare & Social Assistance

$12M in assets, 318 participants

Western Reserve Area Agency on Aging's Western Reserve Area Agency on Aging 401(k) Plan reported $12M in total assets and 318 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,959 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Western Reserve Area Agency on Aging 401(k) Plan covers 318 participants in Ohio, about 42% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#11,959
in Healthcare & Social Assistance (17,684 peers)
+23.9%
assets growth YoY

Western Reserve Area Agency on Aging 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Western Reserve Area Agency on Aging 401(k) Plan vs every filed plan by assets

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

$11,814,337 Top 38% higher than 62% 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

Western Reserve Area Agency on Aging 401(k) 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. Western Reserve Area Agency on Aging 401(k) Plan sits mid-pack in the medium band (318 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Reserve Area Agency on Aging 401(k) Plan reported net income rose from -$573K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Western Reserve Area Agency on Aging 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Western Reserve Area Agency on Aging 401(k) Plan reported participants rose from 308 in the plan year 2022 filing to 318 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341620774 · Western Reserve Area Agency on Aging PY 2023 · 401(k)

Western Reserve Area Agency on Aging 401(k) Plan · $12M · 318 · 62nd

  • RANK $12M
  • PHOTO 318
  • IND 62nd
  • EOY 401(k)
  • 5500 near Employee Navigator Holdings in 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #11959

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 →

Western Reserve Area Agency on Aging 401(k) Plan in the asset neighbourhood

Western Reserve Area Agency on Aging 401(k) PlanWestern Reserve Area Agency …$12MEmployee Navigator Holdings in 401(k) Profit Sharing Plan & TrustEmployee Navigator Holdings …$12MMontana Silversmiths, Inc. 401(k) PlanMontana Silversmiths, Inc. 4…$12MSierra-Cascade Nursery, Inc. 401(k) Profit Sharing PlanSierra-Cascade Nursery, Inc.…$12MB. T. Construction, Inc. Profit Sharing PlanB. T. Construction, Inc. Pro…$12M
End-of-year total assets ($M) among Western Reserve Area Agency on Aging 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN341620774
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Reserve Area Agency on Aging)

Sponsor-wide plan assets over time

All Western Reserve Area Agency on Aging plans reported in each filing year

Latest sponsor-wide plan assets
$14M 51.62949710319086% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.53M $14.5M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 308 $10M
2023 1 318 $12M
2024 1 344 $14M

Nearby 401(k) Plans in Ohio

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

Western Reserve Area Agency on Aging 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Western Reserve Area Agency on Aging 401(k) Plan, Total assets ($B): 0.011814337 · Participants: 318Western Reserve Area Agency on Aging 401(k) PlanGE 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
Western Reserve Area Agency on Aging 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Western Reserve Area Agency on Aging 401(k) Plan side-by-side with 3 peers →

Western Reserve Area Agency on Aging 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Employee Navigator Holdings in 401(k) Profit Sharing Plan & Trust in MD ($12M); by covered participants it is Nacg Texas, Inc. 401(k) Plan in TX (318 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 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 Western Reserve Area Agency on Aging 401(k) Plan assets move in 2023? ▼
Western Reserve Area Agency on Aging 401(k) Plan grew sharply - up 23.9% during 2023, from $10M to $12M. Reported net income was $2M.
How have Western Reserve Area Agency on Aging plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Reserve Area Agency on Aging's sponsor-wide assets grew 51.6%, from $10M to $14M.
Which 401(k) plans are similar in size to Western Reserve Area Agency on Aging 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Navigator Holdings in 401(k) Profit Sharing Plan & Trust in MD ($12M, 285 participants).
Which 401(k) plans cover a similar participant headcount to Western Reserve Area Agency on Aging 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nacg Texas, Inc. 401(k) Plan in TX (318 participants, $3M 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 341620774.

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.