Other · DOL Form 5500 · 2023

Ohio Heartland Community Action Commission Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
166
Participants Small participant base
38th
Percentile by assets National rank
$21,045
Avg per participant Low balance/head
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Official DOL plan name: Ohio Heartland Community Action Commission 403b Plan · Sponsored by Ohio Heartland Community Action Commission · Ohio · Educational Services

$3M in assets, 166 participants

Ohio Heartland Community Action Commission's Ohio Heartland Community Action Commission 403b Plan reported $3M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #933 in Educational Services (3,735 peers)

Coverage in Ohio

Ohio Heartland Community Action Commission 403b Plan covers 166 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#933
in Educational Services (3,735 peers)
+9.7%
assets growth YoY

Ohio Heartland Community Action Commission 403b Plan's mid-pack asset rank among Educational Services and all filers

Ohio Heartland Community Action Commission 403b Plan vs every filed plan by assets

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

$3,493,483 38th percentile higher than 38% 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

Ohio Heartland Community Action Commission 403b 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. Ohio Heartland Community Action Commission 403b Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohio Heartland Community Action Commission 403b Plan reported net income fell from $408K in the plan year 2022 filing to $308K in the plan year 2023 filing.
  • Ohio Heartland Community Action Commission 403b Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ohio Heartland Community Action Commission 403b Plan reported participants rose from 164 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340978820 · Ohio Heartland Community Action Commission PY 2023 · Other

Ohio Heartland Community Action Commission 403b Plan · $3M · 166 · 38th

  • EIN $3M
  • EIN 166
  • EIN 38th
  • EIN Other
  • EIN near Chapel Haven Inc and Chapel Haven West Inc. 403b Tda Plan
  • EIN ind #933

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 Educational Services retirement plans → · Plans in Ohio →

Ohio Heartland Community Action Commission 403b Plan in the asset neighbourhood

Amber Charter School 403(b) DC PlanAmber Charter School 403(b) …$3MOhio Heartland Community Action Commission 403b PlanOhio Heartland Community Act…$3MChapel Haven Inc and Chapel Haven West Inc. 403b Tda PlanChapel Haven Inc and Chapel …$3MFortune School of Education 403(b) Retirement PlanFortune School of Education …$3MHarbor Country Day School 403(b) DC PlanHarbor Country Day School 40…$3M
End-of-year total assets ($M) among Ohio Heartland Community Action Commission 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$308K
Employer EIN340978820
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Heartland Community Action Commission)

Sponsor-wide plan assets over time

All Ohio Heartland Community Action Commission plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.22096626495358% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.19M $3.99M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 164 $3M
2023 1 166 $3M
2024 1 171 $4M

Nearby Other Plans in Ohio

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

Ohio Heartland Community Action Commission 403b Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Ohio Heartland Community Action Commission 403b Plan, Total assets ($B): 0.003493483 · Participants: 166Ohio Heartland Community Action Commission 403b PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Ohio Heartland Community Action Commission 403b Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Ohio Heartland Community Action Commission 403b Plan side-by-side with 3 peers →

Ohio Heartland Community Action Commission 403b Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Chapel Haven Inc and Chapel Haven West Inc. 403b Tda Plan in CT ($3M); by covered participants it is Rabun Gap-Nacoochee School Retirement Plan in GA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.

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 Ohio Heartland Community Action Commission 403b Plan assets move in 2023? ▼
Ohio Heartland Community Action Commission 403b Plan grew at a solid clip - up 9.7% during 2023, from $3M to $3M. Reported net income was $308K.
How have Ohio Heartland Community Action Commission plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio Heartland Community Action Commission's sponsor-wide assets grew 25.2%, from $3M to $4M.
Which Other plans are similar in size to Ohio Heartland Community Action Commission 403b Plan? ▼
Among Other plans in other states, the closest by assets is Chapel Haven Inc and Chapel Haven West Inc. 403b Tda Plan in CT ($3M, 135 participants).
Which Other plans cover a similar participant headcount to Ohio Heartland Community Action Commission 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Rabun Gap-Nacoochee School Retirement Plan in GA (166 participants, N/A 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 340978820.

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.