Other · DOL Form 5500 · 2024
Episcopal Retirement Homes, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 614
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $33,098
- Avg per participant Low balance/head
Official DOL plan name: Episcopal Retirement Services Staff Retirement Plan · Sponsored by Episcopal Retirement Homes, Inc. · Ohio · Healthcare & Social Assistance
$20M in assets, 614 participants
Episcopal Retirement Homes, Inc.'s Episcopal Retirement Services Staff Retirement Plan reported $20M in total assets and 614 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #12,682 in Healthcare & Social Assistance (16,916 peers)
Episcopal Retirement Homes, Inc. multi-year trail
Episcopal Retirement Homes, Inc.'s plans moved +28.5% in assets from 2022 to 2024; this filing shows Episcopal Retirement Services Staff Retirement Plan at $20M / 614 participants.
- #12,682
- in Healthcare & Social Assistance (16,916 peers)
- +15.2%
- assets growth YoY
Episcopal Retirement Services Staff Retirement Plan's outsized position by total assets
Episcopal Retirement Services Staff Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,321,919 Top 29% higher than 71% 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
Episcopal Retirement Services Staff Retirement 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. Episcopal Retirement Services Staff Retirement Plan sits mid-pack in the medium band (614 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Episcopal Retirement Services Staff Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Episcopal Retirement Services Staff Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Episcopal Retirement Services Staff Retirement Plan reported participants rose from 538 in the plan year 2023 filing to 614 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 310554071 · Episcopal Retirement Homes, Inc. PY 2024 · Other
Episcopal Retirement Services Staff Retirement Plan · $20M · 614 · 71st
- SCH $20M
- SCH 614
- SCH 71st
- SCH Other
- SCH near Saint Marys School 403(b) Retirement Savings Plan
- SCH ind #12682
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 →
Episcopal Retirement Services Staff Retirement Plan in the asset neighbourhood
Episcopal Retirement Homes, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Episcopal Retirement Homes, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 28.52381943804978% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 542 | $16M |
| 2023 | 1 | 538 | $18M |
| 2024 | 1 | 614 | $20M |
Episcopal Retirement Homes, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 310554071 |
| Plan Effective Date | 1989-01-01 |
| 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
Episcopal Retirement Services Staff Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Saint Marys School 403(b) Retirement Savings Plan in NC ($20M); by covered participants it is Guthrie Theater Foundation 403(b) Retirement Plan in MN (614 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (614 participants); asset peers above are excluded.
- Guthrie Theater Foundation 403(b) Retirement Plan (MN) 614 · 0 off
- 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. (WI) 614 · 0 off
- Valley-Wide Health Systems, Inc. 403(b) Plan (CO) 613 · 1 off
- Careconnect Health 403(b) Tax-Deferred Annuity Plan (GA) 613 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.