Other · DOL Form 5500 · 2023

Ohio Aerospace Institute Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
1
Participants Small participant base
80th
Percentile by assets National rank
$31.4M
Avg per participant High balance/head
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Official DOL plan name: Ohio Aerospace Institute 403(b) DC Plan · Sponsored by Ohio Aerospace Institute · Ohio · Other Services

$31M in assets, 1 participants

Ohio Aerospace Institute's Ohio Aerospace Institute 403(b) DC Plan reported $31M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,072 in Other Services (7,857 peers)

Where Ohio Aerospace Institute 403(b) DC Plan sits by assets

Ohio Aerospace Institute 403(b) DC Plan sits in the top quartile of all filed plans by assets, $31M for 1 participant (~$31.4M/participant), up 8.2% in 2023.

#7,072
in Other Services (7,857 peers)
+8.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ohio Aerospace Institute 403(b) DC Plan's outsized position by total assets

Ohio Aerospace Institute 403(b) DC Plan vs every filed plan by assets

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

$31,442,895 Top 20% higher than 80% 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

Ohio Aerospace Institute 403(b) DC Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Aerospace Institute 403(b) DC Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohio Aerospace Institute 403(b) DC Plan reported net income rose from -$479K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ohio Aerospace Institute 403(b) DC Plan reported participants fell from 33 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Ohio Aerospace Institute 403(b) DC Plan end-of-year assets rose from $29M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341621676 · Ohio Aerospace Institute PY 2023 · Other

Ohio Aerospace Institute 403(b) DC Plan · $31M · 1 · 80th

  • EBSA $31M
  • PART 1
  • TYPE 80th
  • NET Other
  • BOOK near National Kidney Foundation Retirement Savings Plan
  • VS-ST ind #7072

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 Other Services retirement plans → · Plans in Ohio →

Ohio Aerospace Institute 403(b) DC Plan in the asset neighbourhood

Churchill School and Center Defined Contribution Retirement PlanChurchill School and Center …$31MNational Kidney Foundation Retirement Savings PlanNational Kidney Foundation R…$31MOhio Aerospace Institute 403(b) DC PlanOhio Aerospace Institute 403…$31MWorld Education Services, Inc. 403(b) Tax Deferred Annuity PlanWorld Education Services, In…$31MWestminster Services, Inc. 403(b) PlanWestminster Services, Inc. 4…$31M
End-of-year total assets ($M) among Ohio Aerospace Institute 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN341621676
Plan Effective Date1989-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Aerospace Institute)

Sponsor-wide plan assets over time

All Ohio Aerospace Institute plans reported in each filing year

Latest sponsor-wide plan assets
$31M 8.210578633764868% vs 2022
2023 filing year
$28M$29M$30M$31M$32M 20222023 $29.1M $31.4M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 33 $29M
2023 1 1 $31M

Nearby Other Plans in Ohio

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

Ohio Aerospace Institute 403(b) DC Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Ohio Aerospace Institute 403(b) DC Plan, Total assets ($B): 0.031442895 · Participants: 1Ohio Aerospace Institute 403(b) DC 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
Ohio Aerospace Institute 403(b) DC Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Ohio Aerospace Institute 403(b) DC Plan side-by-side with 3 peers →

Ohio Aerospace Institute 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is National Kidney Foundation Retirement Savings Plan in NY ($31M); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Ohio Aerospace Institute 403(b) DC Plan assets move in 2023? ▼
Ohio Aerospace Institute 403(b) DC Plan grew at a solid clip - up 8.2% during 2023, from $29M to $31M. Reported net income was $2M.
How have Ohio Aerospace Institute plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ohio Aerospace Institute's sponsor-wide assets grew 8.2%, from $29M to $31M.
Where does Ohio Aerospace Institute 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Ohio Aerospace Institute 403(b) DC Plan ranks in the 80th 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 Other plans are similar in size to Ohio Aerospace Institute 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is National Kidney Foundation Retirement Savings Plan in NY ($31M, 175 participants).
Which Other plans cover a similar participant headcount to Ohio Aerospace Institute 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $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 341621676.

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.