Other · DOL Form 5500 · 2023

Victoria Theatre Association Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
185
Participants Below avg headcount
35th
Percentile by assets National rank
$15,719
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Victoria Theatre Association Retirement Plan · Sponsored by Victoria Theatre Association · Ohio · Arts, Entertainment & Recreation

$3M in assets, 185 participants

Victoria Theatre Association's Victoria Theatre Association Retirement Plan reported $3M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,711 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Ohio

Victoria Theatre Association Retirement Plan covers 185 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#1,711
in Arts, Entertainment & Recreation (2,945 peers)
-5.5%
assets change YoY

The plan reported a net loss of $168K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Victoria Theatre Association Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Victoria Theatre Association Retirement Plan vs every filed plan by assets

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

$2,908,034 35th percentile higher than 35% 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

Victoria Theatre Association 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. Victoria Theatre Association Retirement Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Victoria Theatre Association Retirement Plan reported net income fell from $618K in the plan year 2022 filing to -$168K in the plan year 2023 filing.
  • Victoria Theatre Association Retirement Plan reported participants rose from 167 in the plan year 2022 filing to 185 in the plan year 2023 filing.
  • Victoria Theatre Association Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310897638 · Victoria Theatre Association PY 2023 · Other

Victoria Theatre Association Retirement Plan · $3M · 185 · 35th

  • IND $3M
  • IND 185
  • IND 35th
  • IND Other
  • IND near Orchard House School 403(b) Retirement Plan
  • IND ind #1711

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 →

Victoria Theatre Association Retirement Plan in the asset neighbourhood

Victoria Theatre Association Retirement PlanVictoria Theatre Association…$3MOrchard House School 403(b) Retirement PlanOrchard House School 403(b) …$3MSouthwest Arkansas Counseling and Mental Health Center, IncSouthwest Arkansas Counselin…$3MFlorence Immigrant & Refugee Rights 403(b) Retirement PlanFlorence Immigrant & Refugee…$3MCommunity Education Alliance of West Philadelphia 403(b) PlanCommunity Education Alliance…$3M
End-of-year total assets ($M) among Victoria Theatre Association Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$168K
Employer EIN310897638
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Victoria Theatre Association)

Sponsor-wide plan assets over time

All Victoria Theatre Association plans reported in each filing year

Latest sponsor-wide plan assets
$3M 7.645285982309676% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M 202220232024 $3.08M $3.31M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 167 $3M
2023 1 185 $3M
2024 1 221 $3M

Nearby Other Plans in Ohio

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

Victoria Theatre Association Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Victoria Theatre Association Retirement Plan, Total assets ($B): 0.002908034 · Participants: 185Victoria Theatre Association Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Victoria Theatre Association Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Victoria Theatre Association Retirement Plan side-by-side with 3 peers →

Victoria Theatre Association Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Orchard House School 403(b) Retirement Plan in VA ($3M); by covered participants it is Viterbo University, Inc. Tax Deferred Annuity Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Victoria Theatre Association Retirement Plan assets move in 2023? ▼
Victoria Theatre Association Retirement Plan pulled back noticeably - down 5.5% during 2023, from $3M to $3M. Reported net income was -$168K.
How have Victoria Theatre Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Victoria Theatre Association's sponsor-wide assets grew 7.6%, from $3M to $3M.
Which Other plans are similar in size to Victoria Theatre Association Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Orchard House School 403(b) Retirement Plan in VA ($3M, 14 participants).
Which Other plans cover a similar participant headcount to Victoria Theatre Association Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Viterbo University, Inc. Tax Deferred Annuity Plan in WI (185 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 310897638.

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.