Money Purchase · DOL Form 5500 · 2023

Office & Professional Employees Local 98 Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 15
Participants Small participant base: 35th
Percentile by assets National rank: $185,421
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Office & Professional Employees Local #98 Pension Plan · Sponsored by Office & Professional Employees Local 98 · Ohio · Administrative & Support Services

$3M in assets, 15 participants

Office & Professional Employees Local 98's Office & Professional Employees Local #98 Pension Plan reported $3M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

#2,540 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Office & Professional Employees Local #98 Pension Plan ranks #2,540 of 4,372 2023 filers by assets (1037% of the sector average)-$3M for 15 participants.

#2,540
in Administrative & Support Services (4,372 peers): +21.4%
assets growth YoY

Office & Professional Employees Local #98 Pension Plan's mid-pack asset rank among Administrative & Support Services and all filers

Office & Professional Employees Local #98 Pension Plan vs every filed plan by assets

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

$2,781,314 35th percentile higher than 35% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Office & Professional Employees Local #98 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. Office & Professional Employees Local #98 Pension Plan is a small filing (15 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Office & Professional Employees Local #98 Pension Plan reported net income rose from $213K in the plan year 2022 filing to $490K in the plan year 2023 filing.
Office & Professional Employees Local #98 Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Office & Professional Employees Local #98 Pension Plan reported participants rose from 13 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 310627557 · Office & Professional Employees Local 98 PY 2023 · Money Purchase

Office & Professional Employees Local #98 Pension Plan · $3M · 15 · 35th

ASSETS $3M
ASSETS 15
ASSETS 35th
ASSETS Money Purchase
ASSETS near Kai Ming, Inc. 403(b) Defined Contribution Retirem
ASSETS ind #2540

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 Administrative & Support Services retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Office & Professional Employees Local #98 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$490K
Employer EIN	310627557
Plan Effective Date	1970-11-24
Filing Status	FILING RECEIVED

Sponsor Plan History (Office & Professional Employees Local 98)

Latest sponsor-wide plan assets: $3M 30.222951621069537% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	13	$2M
2023	1	15	$3M
2024	1	8	$3M

Nearby Money Purchase Plans in Ohio

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

Office & Professional Employees Local #98 Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants

The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.6B · 47,282
The Cleveland Clinic Foundation Cash Balance Plan $1.4B · 4,739
Iron Workers District Council of So Oh & Vicinity Annuity Trust $476M · 6,936
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $473M · 1,004
University of Dayton Defined Contribution Retirement Plan $348M · 3,080

Compare Office & Professional Employees Local #98 Pension Plan side-by-side with 3 peers →

Office & Professional Employees Local #98 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Kai Ming, Inc. 403(b) Defined Contribution Retirem in CA ($3M); by covered participants it is Optimized Process Furnaces, Inc. - Profit Sharing Plan in KS (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

Optimized Process Furnaces, Inc. - Profit Sharing Plan (KS) 15 · 0 off
Retirement Plan of Seward Prosser Mellon Separate Trust (PA) 15 · 0 off
Retirement Plan of Seward Prosser Mellon (PA) 15 · 0 off
Retirement Plan of Richard a. Mellon Separate Trust No. 1 (PA) 15 · 0 off

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 Office & Professional Employees Local #98 Pension Plan assets move in 2023? ▼

Office & Professional Employees Local #98 Pension Plan grew sharply - up 21.4% during 2023, from $2M to $3M. Reported net income was $490K.

How have Office & Professional Employees Local 98 plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Office & Professional Employees Local 98's sponsor-wide assets grew 30.2%, from $2M to $3M.

Which Money Purchase plans are similar in size to Office & Professional Employees Local #98 Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Kai Ming, Inc. 403(b) Defined Contribution Retirem in CA ($3M, N/A participants).

Which Money Purchase plans cover a similar participant headcount to Office & Professional Employees Local #98 Pension Plan? ▼

Among Money Purchase plans in other states, the closest by covered participants is Optimized Process Furnaces, Inc. - Profit Sharing Plan in KS (15 participants, $4M 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 310627557.