Other · DOL Form 5500 · 2024
The Visiting Nurse Association of Cleveland Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $83,385
- Avg per participant Below avg balance/head
Official DOL plan name: Visiting Nurse Association Healthcare Partners of Ohio Savings Plan · Sponsored by The Visiting Nurse Association of Cleveland · Ohio · Healthcare & Social Assistance
$11M in assets, 136 participants
The Visiting Nurse Association of Cleveland's Visiting Nurse Association Healthcare Partners of Ohio Savings Plan reported $11M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #10,785 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Visiting Nurse Association Healthcare Partners of Ohio Savings Plan covers 136 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $11M.
- #10,785
- in Healthcare & Social Assistance (16,916 peers)
- +6.7%
- assets growth YoY
Visiting Nurse Association Healthcare Partners of Ohio Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Visiting Nurse Association Healthcare Partners of Ohio Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,340,342 Top 42% higher than 58% 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
Visiting Nurse Association Healthcare Partners of Ohio Savings 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. Visiting Nurse Association Healthcare Partners of Ohio Savings Plan sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Visiting Nurse Association Healthcare Partners of Ohio Savings Plan reported net income rose from $375K in the plan year 2023 filing to $713K in the plan year 2024 filing.
- Visiting Nurse Association Healthcare Partners of Ohio Savings Plan reported participants fell from 200 in the plan year 2023 filing to 136 in the plan year 2024 filing.
- Visiting Nurse Association Healthcare Partners of Ohio Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 340714722 · The Visiting Nurse Association of Cleveland PY 2024 · Other
Visiting Nurse Association Healthcare Partners of Ohio Savings Plan · $11M · 136 · 58th
- ASSETS $11M
- PCT 136
- EIN 58th
- RANK Other
- PHOTO near Brethren Hillcrest Homes 403(b) Plan
- IND ind #10785
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 →
Visiting Nurse Association Healthcare Partners of Ohio Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $713K |
| Employer EIN | 340714722 |
| Plan Effective Date | 1989-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Visiting Nurse Association of Cleveland)
Sponsor-wide plan assets over time
All The Visiting Nurse Association of Cleveland plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 10.611734673275079% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 235 | $10M |
| 2023 | 1 | 200 | $11M |
| 2024 | 1 | 136 | $11M |
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
Visiting Nurse Association Healthcare Partners of Ohio Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Brethren Hillcrest Homes 403(b) Plan in CA ($11M); by covered participants it is Detroit Educational Television Foundation 403(b) Plan in MI (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Detroit Educational Television Foundation 403(b) Plan (MI) 136 · 0 off
- Health Care Partners of South Carolina, Inc. 403(b) Plan (SC) 136 · 0 off
- University Corporation for Advanced Internet Devel Defined Contribution Retirement Plan (MI) 136 · 0 off
- Rush-Copley Medical Center 403(b) Plan (IL) 136 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.