Profit Sharing · DOL Form 5500 · 2023

Allwell Behavioral Health Services Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
229
Participants Below avg headcount
44th
Percentile by assets National rank
$22,054
Avg per participant Low balance/head
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Official DOL plan name: Allwell Behavioral Health Services Gain Sharing Plan · Sponsored by Allwell Behavioral Health Services · Ohio · Healthcare & Social Assistance

$5M in assets, 229 participants

Allwell Behavioral Health Services's Allwell Behavioral Health Services Gain Sharing Plan reported $5M in total assets and 229 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,586 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Allwell Behavioral Health Services Gain Sharing Plan covers 229 participants in Ohio, about 30% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#8,586
in Healthcare & Social Assistance (17,684 peers)
+0.8%
assets growth YoY

Allwell Behavioral Health Services Gain Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Allwell Behavioral Health Services Gain Sharing Plan vs every filed plan by assets

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

$5,050,327 44th percentile higher than 44% 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

Allwell Behavioral Health Services Gain 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. Allwell Behavioral Health Services Gain Sharing Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allwell Behavioral Health Services Gain Sharing Plan reported net income fell from $441K in the plan year 2022 filing to $41K in the plan year 2023 filing.
  • Allwell Behavioral Health Services Gain Sharing Plan reported participants rose from 189 in the plan year 2022 filing to 229 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 310642653 · Allwell Behavioral Health Services PY 2023 · Profit Sharing

Allwell Behavioral Health Services Gain Sharing Plan · $5M · 229 · 44th

  • BOOK $5M
  • BOOK 229
  • BOOK 44th
  • BOOK Profit Sharing
  • BOOK near Jewish Family Service 403b Tax Deferred Annuity Plan
  • BOOK ind #8586

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 →

Allwell Behavioral Health Services Gain Sharing Plan in the asset neighbourhood

Allwell Behavioral Health Services Gain Sharing PlanAllwell Behavioral Health Se…$5MJewish Family Service 403b Tax Deferred Annuity PlanJewish Family Service 403b T…$5MApisregina Inc. Retirement PlanApisregina Inc. Retirement P…$5MMilestone Senior Services 403(b) Retirement Savings PlanMilestone Senior Services 40…$5MValley Forge Military Academy Foundation Retirement PlanValley Forge Military Academ…$5M
End-of-year total assets ($M) among Allwell Behavioral Health Services Gain Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$41K
Employer EIN310642653
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allwell Behavioral Health Services)

Sponsor-wide plan assets over time

All Allwell Behavioral Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$5M 3.912658124247681% vs 2022
2024 filing year
$4.9M$5M$5.1M$5.2M$5.3M 202220232024 $5.01M $5.21M ▲ +4.0%
Year Plans Participants Total Assets
2022 1 189 $5M
2023 1 229 $5M
2024 1 185 $5M

Nearby Profit Sharing Plans in Ohio

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

Allwell Behavioral Health Services Gain 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 ($B) Participants Allwell Behavioral Health Services Gain Sharing Plan, Total assets ($B): 0.005050327 · Participants: 229Allwell Behavioral Health Services Gain 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
Allwell Behavioral Health Services Gain Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Allwell Behavioral Health Services Gain Sharing Plan side-by-side with 3 peers →

Allwell Behavioral Health Services Gain Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Jewish Family Service 403b Tax Deferred Annuity Plan in VA ($5M); by covered participants it is Lakeshore Legal Aid 403(b) Plan in MI (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Allwell Behavioral Health Services Gain Sharing Plan assets move in 2023? ▼
Allwell Behavioral Health Services Gain Sharing Plan held essentially flat - up 0.8% during 2023, from $5M to $5M. Reported net income was $41K.
How have Allwell Behavioral Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allwell Behavioral Health Services's sponsor-wide assets grew 3.9%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Allwell Behavioral Health Services Gain Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jewish Family Service 403b Tax Deferred Annuity Plan in VA ($5M, 143 participants).
Which Profit Sharing plans cover a similar participant headcount to Allwell Behavioral Health Services Gain Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lakeshore Legal Aid 403(b) Plan in MI (229 participants, $2M 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 310642653.

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.