Other · DOL Form 5500 · 2024
Talbert House Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 888
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $35,390
- Avg per participant Low balance/head
Official DOL plan name: Talbert House 403(b) Plan · Sponsored by Talbert House · Ohio · Healthcare & Social Assistance
$31M in assets, 888 participants
Talbert House's Talbert House 403(b) Plan reported $31M in total assets and 888 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #13,762 in Healthcare & Social Assistance (16,916 peers)
Where Talbert House 403(b) Plan sits by assets
Talbert House 403(b) Plan sits in the top quartile of all filed plans by assets, $31M for 888 participants (~$35,390/participant), up 10.5% in 2024.
- #13,762
- in Healthcare & Social Assistance (16,916 peers)
- +10.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Talbert House 403(b) Plan's outsized position by total assets
Talbert House 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,426,595 Top 22% higher than 78% 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
Talbert House 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. Talbert House 403(b) Plan sits mid-pack in the medium band (888 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Talbert House 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Talbert House 403(b) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Talbert House 403(b) Plan reported participants fell from 911 in the plan year 2023 filing to 888 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 310713350 · Talbert House PY 2024 · Other
Talbert House 403(b) Plan · $31M · 888 · 78th
- SCH $31M
- EBSA 888
- PART 78th
- TYPE Other
- NET near Katherine Delmar Burke School DC and Tda 403(b) Plans
- BOOK ind #13762
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 →
Talbert House 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $3M |
| Employer EIN | 310713350 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Talbert House)
Sponsor-wide plan assets over time
All Talbert House plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 30.379169432459342% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 913 | $24M |
| 2023 | 1 | 911 | $28M |
| 2024 | 1 | 888 | $31M |
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
Talbert House 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Katherine Delmar Burke School DC and Tda 403(b) Plans in CA ($31M); by covered participants it is Atlantic General Hospital Corporation Tax Deferred in MD (888 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Katherine Delmar Burke School DC and Tda 403(b) Plans (CA) $31M · 107
- Lifegift Organ Donation Center Tax Sheltered Annuity Plan (TX) $31M · 422
- Regenstrief Institute, Inc. Defined Contribution Retirement Plan (IN) $31M · 178
- American Dental Education Association 403(b) Retirement Savings Plan (DC) $31M · 78
Similar participant headcount
Nearest other-state filings by covered participants (888 participants); asset peers above are excluded.
- Atlantic General Hospital Corporation Tax Deferred (MD) 888 · 0 off
- Lifelong Medical Care Retirement Plan (CA) 887 · 1 off
- Phillips Exeter Academy Retirement Plan (NH) 891 · 3 off
- Baker College Professional Services 403(b) Plan (MI) 892 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.