401(k) · DOL Form 5500 · 2023

Direction Home of Eastern Ohio, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
137
Participants Small participant base
56th
Percentile by assets National rank
$63,324
Avg per participant Low balance/head
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Official DOL plan name: Area Agency on Aging 11, Inc. 401(k) Plan · Sponsored by Direction Home of Eastern Ohio, Inc. · Ohio · Other Services

$9M in assets, 137 participants

Direction Home of Eastern Ohio, Inc.'s Area Agency on Aging 11, Inc. 401(k) Plan reported $9M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,834 in Other Services (7,857 peers)

Coverage in Ohio

Area Agency on Aging 11, Inc. 401(k) Plan covers 137 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $9M.

#5,834
in Other Services (7,857 peers)
+10.2%
assets growth YoY

Area Agency on Aging 11, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Area Agency on Aging 11, Inc. 401(k) Plan vs every filed plan by assets

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

$8,675,362 Top 44% higher than 56% 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

Area Agency on Aging 11, Inc. 401(k) 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. Area Agency on Aging 11, Inc. 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Area Agency on Aging 11, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2022 filing to $801K in the plan year 2023 filing.
  • Area Agency on Aging 11, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Area Agency on Aging 11, Inc. 401(k) Plan reported participants fell from 142 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341194060 · Direction Home of Eastern Ohio, Inc. PY 2023 · 401(k)

Area Agency on Aging 11, Inc. 401(k) Plan · $9M · 137 · 56th

  • EBSA $9M
  • EBSA 137
  • EBSA 56th
  • EBSA 401(k)
  • EBSA near Equality Charter School 401(k) Retirement Plan
  • EBSA ind #5834

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 →

Area Agency on Aging 11, Inc. 401(k) Plan in the asset neighbourhood

Area Agency on Aging 11, Inc. 401(k) PlanArea Agency on Aging 11, Inc…$9MEquality Charter School 401(k) Retirement PlanEquality Charter School 401(…$9MMobile Climate Control 401(k) Plan & TrustMobile Climate Control 401(k…$9MSabah a Kadhium, M.D., Inc. 401(k) Profit Sharing PlanSabah a Kadhium, M.D., Inc. …$9MKustom US, Inc. 401(k) Plan$9M
End-of-year total assets ($M) among Area Agency on Aging 11, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$801K
Employer EIN341194060
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Direction Home of Eastern Ohio, Inc.)

Sponsor-wide plan assets over time

All Direction Home of Eastern Ohio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 31.17702621119568% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.87M $10.3M ▲ +31.3%
Year Plans Participants Total Assets
2022 2 261 $8M
2023 1 137 $9M
2024 1 152 $10M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Area Agency on Aging 11, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Area Agency on Aging 11, Inc. 401(k) Plan, Total assets ($B): 0.008675362 · Participants: 137Area Agency on Aging 11, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Area Agency on Aging 11, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Area Agency on Aging 11, Inc. 401(k) Plan side-by-side with 3 peers →

Area Agency on Aging 11, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Equality Charter School 401(k) Retirement Plan in NY ($9M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Area Agency on Aging 11, Inc. 401(k) Plan assets move in 2023? ▼
Area Agency on Aging 11, Inc. 401(k) Plan grew at a solid clip - up 10.2% during 2023, from $8M to $9M. Reported net income was $801K.
How have Direction Home of Eastern Ohio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Direction Home of Eastern Ohio, Inc.'s sponsor-wide assets grew 31.2%, from $8M to $10M.
Which 401(k) plans are similar in size to Area Agency on Aging 11, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Equality Charter School 401(k) Retirement Plan in NY ($9M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Area Agency on Aging 11, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 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 341194060.

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.