Other · DOL Form 5500 · 2024
OHIOHEALTH Retirement Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 428
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $102,269
- Avg per participant Below avg balance/head
Official DOL plan name: O'bleness Memorial Hospital Tax Sheltered Annuity Plan · Sponsored by OHIOHEALTH · Ohio · Healthcare & Social Assistance
$44M in assets, 428 participants
OHIOHEALTH's O'bleness Memorial Hospital Tax Sheltered Annuity Plan reported $44M in total assets and 428 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #14,393 in Healthcare & Social Assistance (16,916 peers)
Where O'bleness Memorial Hospital Tax Sheltered Annuity Plan sits by assets
O'bleness Memorial Hospital Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $44M for 428 participants (~$102,269/participant), up 2.3% in 2024.
- #14,393
- in Healthcare & Social Assistance (16,916 peers)
- +2.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
O'bleness Memorial Hospital Tax Sheltered Annuity Plan's outsized position by total assets
O'bleness Memorial Hospital Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,771,240 Top 17% higher than 83% 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
O'bleness Memorial Hospital Tax Sheltered Annuity 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. O'bleness Memorial Hospital Tax Sheltered Annuity Plan sits mid-pack in the medium band (428 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O'bleness Memorial Hospital Tax Sheltered Annuity Plan reported net income fell from $5M in the plan year 2023 filing to $963K in the plan year 2024 filing.
- O'bleness Memorial Hospital Tax Sheltered Annuity Plan end-of-year assets rose from $43M in the plan year 2023 filing to $44M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 314446959 · OHIOHEALTH PY 2024 · Other
O'bleness Memorial Hospital Tax Sheltered Annuity Plan · $44M · 428 · 83rd
- EBSA $44M
- EBSA 428
- EBSA 83rd
- EBSA Other
- EBSA near Sheet Metal Workers Local No.83 Annuity Fund
- EBSA ind #14393
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 →
O'bleness Memorial Hospital Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $963K |
| Employer EIN | 314446959 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (OHIOHEALTH)
Sponsor-wide plan assets over time
All OHIOHEALTH plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 15.278088328904852% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 415 | $38M |
| 2023 | 1 | 425 | $43M |
| 2024 | 1 | 428 | $44M |
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
O'bleness Memorial Hospital Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Sheet Metal Workers Local No.83 Annuity Fund in NY ($44M); by covered participants it is Wesley 403(b) Retirement Plan in WA (428 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Sheet Metal Workers Local No.83 Annuity Fund (NY) $44M · 319
- Lake Forest Academy Defined Contribution Plan (IL) $44M · 159
- Sme Employee Savings Plan (MI) $44M · 213
- Keuka College Retirement Plan (NY) $44M · 198
Similar participant headcount
Nearest other-state filings by covered participants (428 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.