Other · DOL Form 5500 · 2024
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Retirement Plan
Data updated 2026-08-25
- $714K
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $54,886
- Avg per participant Low balance/head
Official DOL plan name: Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan · Sponsored by Akron Urban Minority Alcohol and Drug Abuse Outreach Program · Ohio · Other Services
$714K in assets, 13 participants
Akron Urban Minority Alcohol and Drug Abuse Outreach Program's Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan reported $714K in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #3,297 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan ranks #3,297 of 7,719 2024 filers by assets (2813% of the sector average)-$714K for 13 participants.
- #3,297
- in Other Services (7,719 peers)
- +17.9%
- assets growth YoY
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan among the smaller filed plans by assets
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$713,518 20th percentile higher than 20% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan end-of-year assets rose from $605K in the plan year 2023 filing to $714K in the plan year 2024 filing.
- Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan reported participants fell from 15 in the plan year 2023 filing to 13 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 341726481 · Akron Urban Minority Alcohol and Drug Abuse Outreach Program PY 2024 · Other
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan · $714K · 13 · 20th
- EBSA $714K
- EBSA 13
- EBSA 20th
- EBSA Other
- EBSA near Ascent Classical Academies 403b Plan
- EBSA ind #3297
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 →
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $605K |
|---|---|
| Net Assets (End of Year) | $714K |
| Net Income | $108K |
| Employer EIN | 341726481 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Akron Urban Minority Alcohol and Drug Abuse Outreach Program)
Sponsor-wide plan assets over time
All Akron Urban Minority Alcohol and Drug Abuse Outreach Program plans reported in each filing year
- Latest sponsor-wide plan assets
- $714K 44.22167737606041% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $495K |
| 2023 | 1 | 15 | $605K |
| 2024 | 1 | 13 | $714K |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Ascent Classical Academies 403b Plan in CO ($711K); by covered participants it is Hilltop Lutheran Neighborhood Center, Inc. 403(b) Plan in DE (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($714K here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Hilltop Lutheran Neighborhood Center, Inc. 403(b) Plan (DE) 13 · 0 off
- Susan B. Anthony House, the 403(b) DC Plan (NY) 13 · 0 off
- The Hearst Corporation Supplemental Retirement Plan (NC) 13 · 0 off
- The Little School (CA) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.