Profit Sharing · DOL Form 5500 · 2023

The Toledo Zoological Society Profit Sharing Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
623
Participants Below avg headcount
76th
Percentile by assets National rank
$38,322
Avg per participant Low balance/head
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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.

  • #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.

#2,510
in Arts, Entertainment & Recreation (2,945 peers)
+18.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Toledo Zoological Society Employees Retirement Plan's outsized position by total assets

The Toledo Zoological Society Employees Retirement Plan vs every filed plan by assets

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

$23,874,678 Top 24% higher than 76% 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

The Toledo Zoological Society Employees Retirement 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. The Toledo Zoological Society Employees Retirement Plan sits mid-pack in the medium band (623 participants).

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 →

Published 5500 schedule card

Filing strip 344440256 · The Toledo Zoological Society PY 2023 · Profit Sharing

The Toledo Zoological Society Employees Retirement Plan · $24M · 623 · 76th

  • EOY $24M
  • 5500 623
  • ASSETS 76th
  • PCT Profit Sharing
  • EIN near Auto Investment, Inc. 401(k) Plan
  • RANK ind #2510

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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →

The Toledo Zoological Society Employees Retirement Plan in the asset neighbourhood

Pelli Clarke & Partners Profit Sharing PlanPelli Clarke & Partners Prof…$24MShaw Brothers Construction Profit Sharing PlanShaw Brothers Construction P…$24MThe Toledo Zoological Society Employees Retirement PlanThe Toledo Zoological Societ…$24MAuto Investment, Inc. 401(k) PlanAuto Investment, Inc. 401(k)…$24MTiaa-Cref Retirement Plan for Employees of Franklin Road AcademyTiaa-Cref Retirement Plan fo…$24M
End-of-year total assets ($M) among The Toledo Zoological Society Employees Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All The Toledo Zoological Society plans reported in each filing year

Latest sponsor-wide plan assets
$25M 26.88408420924972% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.1M $25.5M ▲ +26.9%
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 Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants The Toledo Zoological Society Employees Retirement Plan, Total assets ($B): 0.023874678 · Participants: 623The Toledo Zoological Society Employees Retirement 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
The Toledo Zoological Society Employees Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare The Toledo Zoological Society Employees Retirement Plan side-by-side with 3 peers →

The Toledo Zoological Society Employees Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Auto Investment, Inc. 401(k) Plan in AL ($24M); by covered participants it is Easterseals Arc 403(b) Plan in IN (625 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (623 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 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).
Which Profit Sharing plans cover a similar participant headcount to The Toledo Zoological Society Employees Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Easterseals Arc 403(b) Plan in IN (625 participants, $8M 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 344440256.

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.