Profit Sharing · DOL Form 5500 · 2023

Healthsource of Ohio, Inc. Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
346
Participants Below avg headcount
69th
Percentile by assets National rank
$47,013
Avg per participant Low balance/head
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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.

  • #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.

#13,034
in Healthcare & Social Assistance (17,684 peers)
+15.7%
assets growth YoY

Healthsource of Ohio Profit Sharing Plan's outsized position by total assets

Healthsource of Ohio Profit Sharing Plan vs every filed plan by assets

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

$16,266,573 Top 31% higher than 69% 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

Healthsource of Ohio Profit Sharing 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. Healthsource of Ohio Profit Sharing Plan sits mid-pack in the medium band (346 participants).

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 →

EBSA filing schedule strip

Filing strip 310884250 · Healthsource of Ohio, Inc. PY 2023 · Profit Sharing

Healthsource of Ohio Profit Sharing Plan · $16M · 346 · 69th

  • PART $16M
  • TYPE 346
  • NET 69th
  • BOOK Profit Sharing
  • VS-ST near Weca Atc Retirement Plan and Trust
  • BOY ind #13034

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 →

Healthsource of Ohio Profit Sharing Plan in the asset neighbourhood

Robert R. Mccormick Foundations Defined Contribution PlanRobert R. Mccormick Foundati…$16MLauren Young Tire Center Profit Sharing PlanLauren Young Tire Center Pro…$16MHealthsource of Ohio Profit Sharing PlanHealthsource of Ohio Profit …$16MWeca Atc Retirement Plan and TrustWeca Atc Retirement Plan and…$16MJacque J. Sokolov, Inc. Profit Sharing PlanJacque J. Sokolov, Inc. Prof…$16M
End-of-year total assets ($M) among Healthsource of Ohio Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Healthsource of Ohio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 26.912740746338464% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $17.8M ▲ +27.0%
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 Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Healthsource of Ohio Profit Sharing Plan, Total assets ($B): 0.016266573 · Participants: 346Healthsource of Ohio Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Healthsource of Ohio Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Healthsource of Ohio Profit Sharing Plan side-by-side with 3 peers →

Healthsource of Ohio Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Weca Atc Retirement Plan and Trust in CA ($16M); by covered participants it is Concurrent Technologies Corporation Retirement Savings Plan in PA (346 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (346 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 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).
Which Profit Sharing plans cover a similar participant headcount to Healthsource of Ohio Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Concurrent Technologies Corporation Retirement Savings Plan in PA (346 participants, $208M 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 310884250.

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.