Other · DOL Form 5500 · 2024
Portage Path Behavioral Health Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 172
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $72,321
- Avg per participant Below avg balance/head
Official DOL plan name: Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan · Sponsored by Portage Path Behavioral Health · Ohio · Healthcare & Social Assistance
$12M in assets, 172 participants
Portage Path Behavioral Health's Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan reported $12M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #11,120 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan covers 172 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $12M.
- #11,120
- in Healthcare & Social Assistance (16,916 peers)
- +1.0%
- assets growth YoY
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,439,129 Top 40% higher than 60% 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
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan sits mid-pack in the medium band (172 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $119K in the plan year 2024 filing.
- Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan reported participants rose from 165 in the plan year 2023 filing to 172 in the plan year 2024 filing.
- Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 341096055 · Portage Path Behavioral Health PY 2024 · Other
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan · $12M · 172 · 60th
- EBSA $12M
- PART 172
- TYPE 60th
- NET Other
- BOOK near Cheverus High School Lay Employee 403(b) Pension Plan
- VS-ST ind #11120
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $119K |
| Employer EIN | 341096055 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Portage Path Behavioral Health)
Sponsor-wide plan assets over time
All Portage Path Behavioral Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 11.417312220244815% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $11M |
| 2023 | 1 | 165 | $12M |
| 2024 | 1 | 172 | $12M |
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
Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Cheverus High School Lay Employee 403(b) Pension Plan in ME ($12M); by covered participants it is The Stony Brook School 403(b) Defined Contribution Plan in NY (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.
- The Stony Brook School 403(b) Defined Contribution Plan (NY) 172 · 0 off
- 403(b) Thrift Plan for Employees of 18 Degrees, Inc. (MA) 172 · 0 off
- Corporation for Supportive Housing Retirement Plan (NY) 172 · 0 off
- Carnegie Endowment for International Peace Defined Contribution Retirement Plan (DC) 172 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.