Profit Sharing ยท DOL Form 5500 ยท 2024

Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan

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

$38M
Total assets
718
Participants
67th
Percentile by assets

Sponsored by Mary Rutan Health Association of Logan County ยท Ohio ยท Healthcare & Social Assistance

What the 2024 filing shows

Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan holds $38M for 718 participants - about $52,368 per participant, above the median plan by assets, up 14.4% over the 2024 plan year.

$38M
total plan assets (2024 EOY)
718
covered participants
67th
percentile by assets (of 67,083 plans)
$52,368
avg assets per participant
Total Assets (2023)
$38M
Participants
718
State
Industry
Healthcare & Social Assistance

What the Filing Says About Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan

Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan is a Profit Sharing retirement plan sponsored by Mary Rutan Health Association of Logan County, headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $38M in total end-of-year assets and covers 718 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 346544675, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $33M at the beginning of 2024 to $38M at year-end - a gain of 14.4%. Net assets (after liabilities) closed the year at $38M, with reported net income of $5M 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)$33M
Total Assets (End of Year)$38M
Net Assets (End of Year)$38M
Net Income$5M
Plan TypeProfit Sharing
Employer EIN346544675
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mary Rutan Health Association of Logan County)

Year Plans Participants Total Assets
2022 2 1,221 $107M
2023 2 1,224 $105M
2024 2 1,294 $117M

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Frequently Asked Questions

How much money is in the Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan?
As of the 2024 Form 5500 filing, Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan holds $38M in total assets with 718 participants. It is sponsored by Mary Rutan Health Association of Logan County.
What type of plan is Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan?
Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan is a Profit Sharing plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 346544675.
Who sponsors the Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan?
Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan is sponsored by Mary Rutan Health Association of Logan County, located in Ohio. The sponsor's EIN is 346544675 and the plan operates in the Healthcare & Social Assistance industry.
How did Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan perform in 2024?
Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan grew by 14.4% during 2024, moving from $33M to $38M in total assets. Net income was $5M.
Where can I find official filings for Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan?
Official Form 5500 filings for Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 346544675 or plan name at efast.dol.gov.
How does Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan compare to other plans?
You can compare Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan against other Profit Sharing plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

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 346544675.

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.