401(k) · DOL Form 5500 · 2023

Directions for Youth and Families 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 101
Participants Small participant base: 40th
Percentile by assets National rank: $39,074
Avg per participant Low balance/head

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Official DOL plan name: Direction's 403(b) Plan · Sponsored by Directions for Youth and Families · Ohio · Healthcare & Social Assistance

$4M in assets, 101 participants

Directions for Youth and Families's Direction's 403(b) Plan reported $4M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

#7,523 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Direction's 403(b) Plan covers 101 participants in Ohio, about 13% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#7,523
in Healthcare & Social Assistance (17,684 peers): +13.2%
assets growth YoY

Direction's 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Direction's 403(b) Plan vs every filed plan by assets

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

$3,946,452 40th percentile higher than 40% 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

Direction's 403(b) 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. Direction's 403(b) Plan sits mid-pack in the medium band (101 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Direction's 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 314407642 · Directions for Youth and Families PY 2023 · 401(k)

Direction's 403(b) Plan · $4M · 101 · 40th

BOY $4M
BOY 101
BOY 40th
BOY 401(k)
BOY near The Lifescapes Retirement Savings Plan
BOY ind #7523

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 →

End-of-year total assets ($M) among Direction's 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$460K
Employer EIN	314407642
Plan Effective Date	2004-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Directions for Youth and Families)

Latest sponsor-wide plan assets: $4M 26.010038645256166% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	102	$3M
2023	1	101	$4M
2024	1	124	$4M

Nearby 401(k) Plans in Ohio

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

Direction's 403(b) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Direction's 403(b) Plan side-by-side with 3 peers →

Direction's 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Lifescapes Retirement Savings Plan in CA ($4M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

The Lifescapes Retirement Savings Plan (CA) $4M · 25
Caretti, Inc. Profit Sharing Plan and Trust (PA) $4M · 7
Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan (CA) $4M · 1
Tom Ferry 401(k) Plan (CA) $4M · 142

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

Biocept, Inc. 401(k) Plan (NJ) 101 · 0 off
Charlotte Dentistry 401(k) Plan (NC) 101 · 0 off
Tente Casters, Inc. 401(k) Plan (KY) 101 · 0 off
Discovery Park of America, Inc. 401(k) Plan (TN) 101 · 0 off

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 Direction's 403(b) Plan assets move in 2023? ▼

Direction's 403(b) Plan grew at a solid clip - up 13.2% during 2023, from $3M to $4M. Reported net income was $460K.

How have Directions for Youth and Families plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Directions for Youth and Families's sponsor-wide assets grew 26.0%, from $3M to $4M.

Which 401(k) plans are similar in size to Direction's 403(b) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Lifescapes Retirement Savings Plan in CA ($4M, 25 participants).

Which 401(k) plans cover a similar participant headcount to Direction's 403(b) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 participants, N/A 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 314407642.