401(k)
2024 plan-year 401(k) DOL Form 5500

Capital Health Services, Inc. Savings Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Capital Health Services, Inc. · Ohio · Healthcare & Social Assistance

What the 2023 filing shows

Capital Health Services, Inc. Savings Plan & Trust holds $9M for 514 participants — about $17,193 per participant, up 11.5% over the 2024 plan year.

$9M
total plan assets (2024 EOY)
514
covered participants
$17,193
avg assets per participant
+11.5%
assets growth YoY
Total Assets (2023)
$9M
Participants
514
State
Industry
Healthcare & Social Assistance

What the Filing Says About Capital Health Services, Inc. Savings Plan & Trust

Capital Health Services, Inc. Savings Plan & Trust is a 401(k) retirement plan sponsored by Capital Health Services, Inc., headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 514 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 201292646, and the plan has been effective since 1998-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2024 to $9M at year-end — a gain of 11.5%. Net assets (after liabilities) closed the year at $9M, with reported net income of $914K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$914K
Plan Type401(k)
Employer EIN201292646
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Health Services, Inc.)

Year Plans Participants Total Assets
2022 1 696 $6M
2023 1 717 $8M
2024 1 514 $9M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Capital Health Services, Inc. Savings Plan & Trust?
As of the 2024 Form 5500 filing, Capital Health Services, Inc. Savings Plan & Trust holds $9M in total assets with 514 participants. It is sponsored by Capital Health Services, Inc..
What type of plan is Capital Health Services, Inc. Savings Plan & Trust?
Capital Health Services, Inc. Savings Plan & Trust is a 401(k) plan. It has been effective since 1998-04-01. The plan is filed with the U.S. Department of Labor under EIN 201292646.
Who sponsors the Capital Health Services, Inc. Savings Plan & Trust?
Capital Health Services, Inc. Savings Plan & Trust is sponsored by Capital Health Services, Inc., located in Ohio. The sponsor's EIN is 201292646 and the plan operates in the Healthcare & Social Assistance industry.
How did Capital Health Services, Inc. Savings Plan & Trust perform in 2024?
Capital Health Services, Inc. Savings Plan & Trust grew by 11.5% during 2024, moving from $8M to $9M in total assets. Net income was $914K.
Where can I find official filings for Capital Health Services, Inc. Savings Plan & Trust?
Official Form 5500 filings for Capital Health Services, Inc. Savings Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 201292646 or plan name at efast.dol.gov.
How does Capital Health Services, Inc. Savings Plan & Trust compare to other plans?
You can compare Capital Health Services, Inc. Savings Plan & Trust against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 201292646.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.