Profit Sharing · DOL Form 5500 · 2024

Ohio Valley Residential Services Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
171
Participants Small participant base
39th
Percentile by assets National rank
$24,186
Avg per participant Low balance/head
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Official DOL plan name: Ohio Valley Residential Services 403b Plan · Sponsored by Ohio Valley Residential Services · Ohio · Healthcare & Social Assistance

$4M in assets, 171 participants

Ohio Valley Residential Services's Ohio Valley Residential Services 403b Plan reported $4M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #6,877 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Ohio Valley Residential Services 403b Plan covers 171 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#6,877
in Healthcare & Social Assistance (16,916 peers)
-2.4%
assets change YoY

The plan reported a net loss of $104K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ohio Valley Residential Services 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ohio Valley Residential Services 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,135,730 39th percentile higher than 39% of 123,620 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 2024

Ohio Valley Residential Services 403b 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. Ohio Valley Residential Services 403b Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ohio Valley Residential Services 403b Plan reported net income fell from -$82K in the plan year 2023 filing to -$104K in the plan year 2024 filing.
  • Ohio Valley Residential Services 403b Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 310834124 · Ohio Valley Residential Services PY 2024 · Profit Sharing

Ohio Valley Residential Services 403b Plan · $4M · 171 · 39th

  • RANK $4M
  • RANK 171
  • RANK 39th
  • RANK Profit Sharing
  • RANK near Aronowitz & Helgeson, P.C. Profit Sharing Plan
  • RANK ind #6877

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 →

Ohio Valley Residential Services 403b Plan in the asset neighbourhood

Ohio Valley Residential Services 403b PlanOhio Valley Residential Serv…$4MAronowitz & Helgeson, P.C. Profit Sharing PlanAronowitz & Helgeson, P.C. P…$4MFredercik T. Stukenborg Profit Sharing PlanFredercik T. Stukenborg Prof…$4MWarren I Dotz Md Profit Sharing PlanWarren I Dotz Md Profit Shar…$4MSchacter Orthodontics Adc Profit Sharing PlanSchacter Orthodontics Adc Pr…$4M
End-of-year total assets ($M) among Ohio Valley Residential Services 403b Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$104K
Employer EIN310834124
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Valley Residential Services)

Sponsor-wide plan assets over time

All Ohio Valley Residential Services plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.298517409504592% vs 2022
2024 filing year
$4.1M$4.2M$4.3M$4.4M 202220232024 $4.32M $4.14M ▼ -4.2%
Year Plans Participants Total Assets
2022 1 187 $4M
2023 1 171 $4M
2024 1 171 $4M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ohio Valley Residential Services 403b Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Ohio Valley Residential Services 403b Plan, Total assets ($B): 0.00413573 · Participants: 171Ohio Valley Residential Services 403b PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Ohio Valley Residential Services 403b Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Ohio Valley Residential Services 403b Plan side-by-side with 3 peers →

Ohio Valley Residential Services 403b Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Aronowitz & Helgeson, P.C. Profit Sharing Plan in CO ($4M); by covered participants it is Park Square Enterprises, Inc. Profit Sharing Plan in FL (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ohio Valley Residential Services 403b Plan assets move in 2024? ▼
Ohio Valley Residential Services 403b Plan edged down modestly - down 2.4% during 2024, from $4M to $4M. Reported net income was -$104K.
How have Ohio Valley Residential Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio Valley Residential Services's sponsor-wide assets declined 4.3%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Ohio Valley Residential Services 403b Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Aronowitz & Helgeson, P.C. Profit Sharing Plan in CO ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Ohio Valley Residential Services 403b Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Park Square Enterprises, Inc. Profit Sharing Plan in FL (171 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 310834124.

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.