Defined Benefit (Pension) · DOL Form 5500 · 2023
Diocese of Youngstown Pension Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 230
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $288,276
- Avg per participant High balance/head
Official DOL plan name: Diocese of Youngstown Retirement Income Plan · Sponsored by Diocese of Youngstown · Ohio · Other Services
$66M in assets, 230 participants
Diocese of Youngstown's Diocese of Youngstown Retirement Income Plan reported $66M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #7,472 in Other Services (7,857 peers)
Coverage in Ohio
Diocese of Youngstown Retirement Income Plan covers 230 participants in Ohio, about 30% of the average Ohio filer (state average ~765 per filing). Assets: $66M.
- #7,472
- in Other Services (7,857 peers)
- -4.1%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Diocese of Youngstown Retirement Income Plan's outsized position by total assets
Diocese of Youngstown Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$66,303,530 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Diocese of Youngstown Retirement Income 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. Diocese of Youngstown Retirement Income Plan sits mid-pack in the medium band (230 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Diocese of Youngstown Retirement Income Plan reported net income rose from -$5M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Diocese of Youngstown Retirement Income Plan reported participants fell from 252 in the plan year 2022 filing to 230 in the plan year 2023 filing.
- Diocese of Youngstown Retirement Income Plan end-of-year assets fell from $69M in the plan year 2022 filing to $66M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 340714655 · Diocese of Youngstown PY 2023 · Defined Benefit (Pension)
Diocese of Youngstown Retirement Income Plan · $66M · 230 · 88th
- TYPE $66M
- TYPE 230
- TYPE 88th
- TYPE Defined Benefit (Pension)
- TYPE near Retirement Plan for Employees of King Kullen
- TYPE ind #7472
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 →
Diocese of Youngstown Retirement Income Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | -$3M |
| Employer EIN | 340714655 |
| Plan Effective Date | 1966-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Diocese of Youngstown)
Sponsor-wide plan assets over time
All Diocese of Youngstown plans reported in each filing year
- Latest sponsor-wide plan assets
- $355K 99.48694328311615% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 252 | $69M |
| 2023 | 1 | 230 | $66M |
| 2024 | 1 | 209 | $355K |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
Diocese of Youngstown Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of King Kullen in NY ($66M); by covered participants it is Signature Healthcare Retirement Plan in MA (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Retirement Plan for Employees of King Kullen (NY) $66M · 95
- Bank Hapoalim B.M. Pension Plan (NY) $66M · 84
- Afton Chemical Corporation Pension Plan for Employees Represented by United Food & Commercial Workers International Union/Icwu Loc871c (VA) $66M · 159
- Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O (CT) $67M · 200
Similar participant headcount
Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.
- Signature Healthcare Retirement Plan (MA) 230 · 0 off
- Delta Dental Plan of Michigan, Inc. Hourly Rated Pension Plan (MI) 230 · 0 off
- Local 73 Retirement Fund (NY) 230 · 0 off
- Oneok, Inc. Retirement Plan (OK) 230 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.