Profit Sharing · DOL Form 5500 · 2023

Healthsource of Ohio, Inc. Profit Sharing Plan

Data updated 2026-08-11

$16M
Total assets
346
Participants
69th
Percentile by assets
$47,013
Avg per participant
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Official DOL plan name: Healthsource of Ohio Profit Sharing Plan · Sponsored by Healthsource of Ohio, Inc. · Ohio · Healthcare & Social Assistance

$16M in assets, 346 participants

Healthsource of Ohio, Inc.'s Healthsource of Ohio Profit Sharing Plan reported $16M in total assets and 346 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • 69th percentile by assets (of 127,072 plans)
  • #13,034 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Healthsource of Ohio Profit Sharing Plan covers 346 participants in Ohio, about 45% of the average Ohio filer (state average ~765 per filing). Assets: $16M.

$16M
total plan assets (2023 EOY)
346
covered participants
69th
percentile by assets (of 127,072 plans)
$47,013
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Healthsource of Ohio Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Healthsource of Ohio Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Healthsource of Ohio Profit Sharing Plan reported participants rose from 309 in the plan year 2022 filing to 346 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Healthsource of Ohio Profit Sharing Plan reports 346 participants - about 45% of that state average ($16M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN310884250
Plan Effective Date1984-06-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthsource of Ohio, Inc.)

$12M$14M$16M$18M$20M 202220232024 $14.1M $17.8M ▲ +27.0%
Total plan assets by year, all Healthsource of Ohio, Inc. plans on file
Year Plans Participants Total Assets
2022 1 309 $14M
2023 1 346 $16M
2024 1 389 $18M

Nearby Profit Sharing Plans in Ohio

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

Healthsource of Ohio Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Healthsource of Ohio Profit Sharing 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 Healthsource of Ohio…Cleveland Clinic Inv…Masterbrand, Inc. Re…The Employer Retirem…Three Rivers Annuity…Holzer Health System…
Healthsource of Ohio Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Healthsource of Ohio Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Healthsource of Ohio Profit Sharing Plan assets move in 2023?
Healthsource of Ohio Profit Sharing Plan grew sharply - up 15.7% during 2023, from $14M to $16M. Reported net income was $2M.
How have Healthsource of Ohio, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Healthsource of Ohio, Inc.'s sponsor-wide assets grew 26.9%, from $14M to $18M.
Which Profit Sharing plans are similar in size to Healthsource of Ohio Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Weca Atc Retirement Plan and Trust in CA ($16M, 747 participants).

Next read for Healthsource of Ohio Profit Sharing Plan

Filing takeaways

Ways to act on Healthsource of Ohio Profit Sharing Plan's numbers.