Other · DOL Form 5500 · 2024
Heinzerling Community Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 433
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $27,795
- Avg per participant Low balance/head
Official DOL plan name: Heinzerling Community 403(b) Plan · Sponsored by Heinzerling Community · Ohio · Healthcare & Social Assistance
$12M in assets, 433 participants
Heinzerling Community's Heinzerling Community 403(b) Plan reported $12M in total assets and 433 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #11,003 in Healthcare & Social Assistance (16,916 peers)
Heinzerling Community multi-year trail
Heinzerling Community's plans moved +42.2% in assets from 2022 to 2024; this filing shows Heinzerling Community 403(b) Plan at $12M / 433 participants.
- #11,003
- in Healthcare & Social Assistance (16,916 peers)
- +14.7%
- assets growth YoY
Heinzerling Community 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Heinzerling Community 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,035,376 Top 40% higher than 60% 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
Heinzerling Community 403(b) 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. Heinzerling Community 403(b) Plan sits mid-pack in the medium band (433 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heinzerling Community 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Heinzerling Community 403(b) Plan reported participants rose from 352 in the plan year 2023 filing to 433 in the plan year 2024 filing.
- Heinzerling Community 403(b) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 310668084 · Heinzerling Community PY 2024 · Other
Heinzerling Community 403(b) Plan · $12M · 433 · 60th
- TYPE $12M
- NET 433
- BOOK 60th
- VS-ST Other
- BOY near Francis Parker School of Louisville, Inc. Retirement Plan
- SCH ind #11003
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 →
Heinzerling Community 403(b) Plan in the asset neighbourhood
Heinzerling Community multi-year asset trail
Sponsor-wide plan assets over time
All Heinzerling Community plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 42.21208447098462% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 331 | $8M |
| 2023 | 1 | 352 | $10M |
| 2024 | 1 | 433 | $12M |
Heinzerling Community filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 310668084 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Heinzerling Community 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Francis Parker School of Louisville, Inc. Retirement Plan in KY ($12M); by covered participants it is Elms College Retirement Savings Plan in MA (433 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (433 participants); asset peers above are excluded.
- Elms College Retirement Savings Plan (MA) 433 · 0 off
- Cma 403(b) Plan (NY) 433 · 0 off
- Abilityfirst Defined Contribution Plan (CA) 434 · 1 off
- The New England Center for Children, Inc. Tax Deferred Annuity Plan (MA) 432 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.