Defined Benefit (Pension) · DOL Form 5500 · 2023

United Ohio Insurance Company Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
52
Participants Small participant base
77th
Percentile by assets National rank
$509,888
Avg per participant High balance/head
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Official DOL plan name: United Ohio Insurance Company Pension Plan · Sponsored by United Ohio Insurance Company · Ohio · Finance & Insurance

$27M in assets, 52 participants

United Ohio Insurance Company's United Ohio Insurance Company Pension Plan reported $27M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,817 in Finance & Insurance (8,869 peers)

Where United Ohio Insurance Company Pension Plan sits by assets

United Ohio Insurance Company Pension Plan sits in the top quartile of all filed plans by assets, $27M for 52 participants (~$509,888/participant), up 4.6% in 2023.

#5,817
in Finance & Insurance (8,869 peers)
+4.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

United Ohio Insurance Company Pension Plan's outsized position by total assets

United Ohio Insurance Company Pension Plan vs every filed plan by assets

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

$26,514,160 Top 23% higher than 77% 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

United Ohio Insurance Company Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Ohio Insurance Company Pension Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Ohio Insurance Company Pension Plan reported net income rose from $30K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • United Ohio Insurance Company Pension Plan reported participants fell from 57 in the plan year 2022 filing to 52 in the plan year 2023 filing.
  • United Ohio Insurance Company Pension Plan end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341008736 · United Ohio Insurance Company PY 2023 · Defined Benefit (Pension)

United Ohio Insurance Company Pension Plan · $27M · 52 · 77th

  • EBSA $27M
  • PART 52
  • TYPE 77th
  • NET Defined Benefit (Pension)
  • BOOK near The Allied Irish Bank Pension Plan and Trust
  • VS-ST ind #5817

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 Finance & Insurance retirement plans → · Plans in Ohio →

United Ohio Insurance Company Pension Plan in the asset neighbourhood

Columbia College Chicago Pension PlanColumbia College Chicago Pen…$27MThe Allied Irish Bank Pension Plan and TrustThe Allied Irish Bank Pensio…$27MUnited Ohio Insurance Company Pension PlanUnited Ohio Insurance Compan…$27MUrs Professional Solutions Pension PlanUrs Professional Solutions P…$26MSbera Pension Plan as Adopted by Country Bank for SavingsSbera Pension Plan as Adopte…$26M
End-of-year total assets ($M) among United Ohio Insurance Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$1M
Employer EIN341008736
Plan Effective Date1962-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Ohio Insurance Company)

Sponsor-wide plan assets over time

All United Ohio Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$70M 10.492636097788779% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $63.3M $69.9M ▲ +10.5%
Year Plans Participants Total Assets
2022 2 293 $63M
2023 2 312 $70M
2024 2 318 $70M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

United Ohio Insurance Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants United Ohio Insurance Company Pension Plan, Total assets ($B): 0.02651416 · Participants: 52United Ohio Insurance Company Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
United Ohio Insurance Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare United Ohio Insurance Company Pension Plan side-by-side with 3 peers →

United Ohio Insurance Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is The Allied Irish Bank Pension Plan and Trust in NY ($27M); by covered participants it is Retirement Income Plan for Employees of Edison Electric Institute in DC (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 United Ohio Insurance Company Pension Plan assets move in 2023? ▼
United Ohio Insurance Company Pension Plan edged up modestly - up 4.6% during 2023, from $25M to $27M. Reported net income was $1M.
How have United Ohio Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Ohio Insurance Company's sponsor-wide assets grew 10.5%, from $63M to $70M.
Where does United Ohio Insurance Company Pension Plan rank by assets among Form 5500 filers? ▼
United Ohio Insurance Company Pension Plan ranks in the 77th 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 Defined Benefit (Pension) plans are similar in size to United Ohio Insurance Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Allied Irish Bank Pension Plan and Trust in NY ($27M, 14 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Ohio Insurance Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan for Employees of Edison Electric Institute in DC (52 participants, $130M 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 341008736.

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.