Money Purchase · DOL Form 5500 · 2023

Council on Aging of Southwestern Ohio, Inc. Money Purchase Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
297
Participants Below avg headcount
72nd
Percentile by assets National rank
$63,443
Avg per participant Low balance/head
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Official DOL plan name: Council on Aging of Southwestern Ohio, Inc. Retirement Plan · Sponsored by Council on Aging of Southwestern Ohio, Inc. · Ohio · Other Services

$19M in assets, 297 participants

Council on Aging of Southwestern Ohio, Inc.'s Council on Aging of Southwestern Ohio, Inc. Retirement Plan reported $19M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,622 in Other Services (7,857 peers)

Coverage in Ohio

Council on Aging of Southwestern Ohio, Inc. Retirement Plan covers 297 participants in Ohio, about 39% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#6,622
in Other Services (7,857 peers)
+28.2%
assets growth YoY

Council on Aging of Southwestern Ohio, Inc. Retirement Plan's outsized position by total assets

Council on Aging of Southwestern Ohio, Inc. Retirement Plan vs every filed plan by assets

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

$18,842,624 Top 28% higher than 72% 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

Council on Aging of Southwestern Ohio, Inc. Retirement 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. Council on Aging of Southwestern Ohio, Inc. Retirement Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Council on Aging of Southwestern Ohio, Inc. Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Council on Aging of Southwestern Ohio, Inc. Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Council on Aging of Southwestern Ohio, Inc. Retirement Plan reported participants rose from 248 in the plan year 2022 filing to 297 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 310807186 · Council on Aging of Southwestern Ohio, Inc. PY 2023 · Money Purchase

Council on Aging of Southwestern Ohio, Inc. Retirement Plan · $19M · 297 · 72nd

  • BOY $19M
  • SCH 297
  • EBSA 72nd
  • PART Money Purchase
  • TYPE near The Community School, Inc. 401(a) DC Plan
  • NET ind #6622

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 →

Council on Aging of Southwestern Ohio, Inc. Retirement Plan in the asset neighbourhood

Council on Aging of Southwestern Ohio, Inc. Retirement PlanCouncil on Aging of Southwes…$19MThe Community School, Inc. 401(a) DC PlanThe Community School, Inc. 4…$19MLocal 1102 401(k) Retirement PlanLocal 1102 401(k) Retirement…$19MBrt Apartments Corp. Pension PlanBrt Apartments Corp. Pension…$19MAlabama Housing Finance Authority Retirement PlanAlabama Housing Finance Auth…$19M
End-of-year total assets ($M) among Council on Aging of Southwestern Ohio, Inc. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN310807186
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Council on Aging of Southwestern Ohio, Inc.)

Sponsor-wide plan assets over time

All Council on Aging of Southwestern Ohio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 44.49081128004953% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $21.3M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 248 $15M
2023 1 297 $19M
2024 1 316 $21M

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Council on Aging of Southwestern Ohio, Inc. Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Council on Aging of Southwestern Ohio, Inc. Retirement Plan, Total assets ($B): 0.018842624 · Participants: 297Council on Aging of Southwestern Ohio, Inc. Retirement PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
Council on Aging of Southwestern Ohio, Inc. Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Council on Aging of Southwestern Ohio, Inc. Retirement Plan side-by-side with 3 peers →

Council on Aging of Southwestern Ohio, Inc. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is The Community School, Inc. 401(a) DC Plan in NJ ($19M); by covered participants it is Ila Local 1922-1/2062 Defined Contribution Plan in FL (297 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

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 Council on Aging of Southwestern Ohio, Inc. Retirement Plan assets move in 2023? ▼
Council on Aging of Southwestern Ohio, Inc. Retirement Plan grew sharply - up 28.2% during 2023, from $15M to $19M. Reported net income was $4M.
How have Council on Aging of Southwestern Ohio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Council on Aging of Southwestern Ohio, Inc.'s sponsor-wide assets grew 44.5%, from $15M to $21M.
Which Money Purchase plans are similar in size to Council on Aging of Southwestern Ohio, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Community School, Inc. 401(a) DC Plan in NJ ($19M, 111 participants).
Which Money Purchase plans cover a similar participant headcount to Council on Aging of Southwestern Ohio, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ila Local 1922-1/2062 Defined Contribution Plan in FL (297 participants, $6M 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 310807186.

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.