401(k) · DOL Form 5500 · 2024
Ohio Education Association 401(k) Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 182
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $546,516
- Avg per participant High balance/head
Official DOL plan name: Ohio Education Association Employees 401(k) Savings Plan · Sponsored by Ohio Education Association · Ohio · Other Services
$99M in assets, 182 participants
Ohio Education Association's Ohio Education Association Employees 401(k) Savings Plan reported $99M in total assets and 182 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,444 in Other Services (7,719 peers)
Coverage in Ohio
Ohio Education Association Employees 401(k) Savings Plan covers 182 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $99M.
- #7,444
- in Other Services (7,719 peers)
- +12.6%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Ohio Education Association Employees 401(k) Savings Plan's outsized position by total assets
Ohio Education Association Employees 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$99,465,940 Top 10% higher than 90% 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
Ohio Education Association Employees 401(k) Savings 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 Education Association Employees 401(k) Savings Plan sits mid-pack in the medium band (182 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ohio Education Association Employees 401(k) Savings Plan reported net income fell from $15M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Ohio Education Association Employees 401(k) Savings Plan end-of-year assets rose from $88M in the plan year 2023 filing to $99M in the plan year 2024 filing.
- Ohio Education Association Employees 401(k) Savings Plan reported participants rose from 180 in the plan year 2023 filing to 182 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 314269414 · Ohio Education Association PY 2024 · 401(k)
Ohio Education Association Employees 401(k) Savings Plan · $99M · 182 · 90th
- VS-ST $99M
- BOY 182
- SCH 90th
- EBSA 401(k)
- PART near The Anschutz Employees' Thrift Savings Plan
- TYPE ind #7444
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 →
Ohio Education Association Employees 401(k) Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $11M |
| Employer EIN | 314269414 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ohio Education Association)
Sponsor-wide plan assets over time
All Ohio Education Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $184M 13.358903999691895% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 188 | $163M |
| 2023 | 2 | 191 | $178M |
| 2024 | 2 | 191 | $184M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Ohio Education Association Employees 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is The Anschutz Employees' Thrift Savings Plan in CO ($99M); by covered participants it is Fortis Lux Advantage 401(k) in FL (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
Similar participant headcount
Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.
- Fortis Lux Advantage 401(k) (FL) 182 · 0 off
- Envirovac Holdings, LLC 401(k) Profit Sharing Plan (GA) 182 · 0 off
- Adept Plastic Finishing, Inc. 401(k) Profit Sharing Plan (MI) 182 · 0 off
- Calian Corp Employee Savings Plan (TX) 182 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.