Profit Sharing · DOL Form 5500 · 2023

The Toledo Zoological Society Profit Sharing Plan

Data updated 2026-08-11

$24M
Total assets
623
Participants
76th
Percentile by assets
$38,322
Avg per participant
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Official DOL plan name: The Toledo Zoological Society Employees Retirement Plan · Sponsored by The Toledo Zoological Society · Ohio · Arts, Entertainment & Recreation

$24M in assets, 623 participants

The Toledo Zoological Society's The Toledo Zoological Society Employees Retirement Plan reported $24M in total assets and 623 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • 76th percentile by assets (of 127,072 plans)
  • #2,510 in Arts, Entertainment & Recreation (2,945 peers)

Where The Toledo Zoological Society Employees Retirement Plan sits by assets

The Toledo Zoological Society Employees Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 623 participants (~$38,322/participant), up 18.9% in 2023.

$24M
total plan assets (2023 EOY)
623
covered participants
76th
percentile by assets (of 127,072 plans)
$38,322
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Toledo Zoological Society Employees Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Toledo Zoological Society Employees Retirement Plan reported participants rose from 502 in the plan year 2022 filing to 623 in the plan year 2023 filing.
  • The Toledo Zoological Society Employees Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

The Toledo Zoological Society Employees Retirement Plan vs the 2023 asset distribution

By assets, The Toledo Zoological Society Employees Retirement Plan outranks 76% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN344440256
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Toledo Zoological Society)

$18M$20M$22M$24M$26M$28M 202220232024 $20.1M $25.5M ▲ +26.9%
Total plan assets by year, all The Toledo Zoological Society plans on file
Year Plans Participants Total Assets
2022 1 502 $20M
2023 1 623 $24M
2024 1 867 $25M

Nearby Profit Sharing Plans in Ohio

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

The Toledo Zoological Society Employees Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

The Toledo Zoological Society Employees Retirement 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 The Toledo Zoologica…Cleveland Clinic Inv…Masterbrand, Inc. Re…The Employer Retirem…Three Rivers Annuity…Holzer Health System…
The Toledo Zoological Society Employees Retirement 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 The Toledo Zoological Society Employees Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Toledo Zoological Society Employees Retirement Plan assets move in 2023?
The Toledo Zoological Society Employees Retirement Plan grew sharply - up 18.9% during 2023, from $20M to $24M. Reported net income was $4M.
How have The Toledo Zoological Society plan assets changed over time?
Across 3 plan years on file (2022-2024), The Toledo Zoological Society's sponsor-wide assets grew 26.9%, from $20M to $25M.
Where does The Toledo Zoological Society Employees Retirement Plan rank by assets among Form 5500 filers?
The Toledo Zoological Society Employees Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to The Toledo Zoological Society Employees Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Auto Investment, Inc. 401(k) Plan in AL ($24M, 392 participants).

Next read for The Toledo Zoological Society Employees …

Scale reading

Ways to act on The Toledo Zoological Society Employees Retirement Plan's numbers.