Other · DOL Form 5500 · 2024
Old Trail School Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $191,332
- Avg per participant Above avg balance/head
Official DOL plan name: Old Trail School Defined Contribution Retirement Plan · Sponsored by Old Trail School · Ohio · Educational Services
$17M in assets, 89 participants
Old Trail School's Old Trail School Defined Contribution Retirement Plan reported $17M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #1,814 in Educational Services (3,638 peers)
Old Trail School multi-year trail
Old Trail School's plans moved +11.7% in assets from 2022 to 2024; this filing shows Old Trail School Defined Contribution Retirement Plan at $17M / 89 participants.
- #1,814
- in Educational Services (3,638 peers)
- +5.0%
- assets growth YoY
Old Trail School Defined Contribution Retirement Plan's outsized position by total assets
Old Trail School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,028,574 Top 33% higher than 67% 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
Old Trail School Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Old Trail School Defined Contribution Retirement Plan is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Old Trail School Defined Contribution Retirement Plan reported net income fell from $974K in the plan year 2023 filing to $809K in the plan year 2024 filing.
- Old Trail School Defined Contribution Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Old Trail School Defined Contribution Retirement Plan reported participants rose from 85 in the plan year 2023 filing to 89 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 340737805 · Old Trail School PY 2024 · Other
Old Trail School Defined Contribution Retirement Plan · $17M · 89 · 67th
- EIN $17M
- RANK 89
- PHOTO 67th
- IND Other
- EOY near Colorado Health Benefit Exchange 403(b) Plan
- 5500 ind #1814
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 →
Old Trail School Defined Contribution Retirement Plan in the asset neighbourhood
Old Trail School multi-year asset trail
Sponsor-wide plan assets over time
All Old Trail School plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 11.694816598544396% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $15M |
| 2023 | 1 | 85 | $16M |
| 2024 | 1 | 89 | $17M |
Old Trail School filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $809K |
| Employer EIN | 340737805 |
| Plan Effective Date | 1966-09-01 |
| 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
Old Trail School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Colorado Health Benefit Exchange 403(b) Plan in CO ($17M); by covered participants it is Hillbrook School Defined Contribution Retirement Plan in CA (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Colorado Health Benefit Exchange 403(b) Plan (CO) $17M · 207
- Pcc Community Wellness Center 403(b) Plan (IL) $17M · 596
- Opportunity Alliance 403(b) Plan (ME) $17M · 460
- 403(b) Thrift Plan for Child Care Associates (TX) $17M · 431
Similar participant headcount
Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.