Profit Sharing · DOL Form 5500 · 2024
Health Partners of Western Ohio Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 478
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $31,922
- Avg per participant Low balance/head
Official DOL plan name: Health Partners of Western Ohio 403(b) Plan · Sponsored by Health Partners of Western Ohio · Ohio · Healthcare & Social Assistance
$15M in assets, 478 participants
Health Partners of Western Ohio's Health Partners of Western Ohio 403(b) Plan reported $15M in total assets and 478 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #11,801 in Healthcare & Social Assistance (16,916 peers)
Health Partners of Western Ohio multi-year trail
Health Partners of Western Ohio's plans moved +62.5% in assets from 2022 to 2024; this filing shows Health Partners of Western Ohio 403(b) Plan at $15M / 478 participants.
- #11,801
- in Healthcare & Social Assistance (16,916 peers)
- +19.6%
- assets growth YoY
Health Partners of Western Ohio 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Health Partners of Western Ohio 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,258,725 Top 35% higher than 65% 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
Health Partners of Western Ohio 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. Health Partners of Western Ohio 403(b) Plan sits mid-pack in the medium band (478 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Health Partners of Western Ohio 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Health Partners of Western Ohio 403(b) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Health Partners of Western Ohio 403(b) Plan reported participants rose from 413 in the plan year 2023 filing to 478 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 562330309 · Health Partners of Western Ohio PY 2024 · Profit Sharing
Health Partners of Western Ohio 403(b) Plan · $15M · 478 · 65th
- NET $15M
- NET 478
- NET 65th
- NET Profit Sharing
- NET near Dividend Investors, Ltd. Profit Sharing Plan
- NET ind #11801
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 →
Health Partners of Western Ohio 403(b) Plan in the asset neighbourhood
Health Partners of Western Ohio multi-year asset trail
Sponsor-wide plan assets over time
All Health Partners of Western Ohio plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 62.48168600654901% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 351 | $9M |
| 2023 | 1 | 413 | $13M |
| 2024 | 1 | 478 | $15M |
Health Partners of Western Ohio filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 562330309 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.8B · 51,751
- Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
- Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
- The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
- Three Rivers Annuity Fund $214M · 960
Health Partners of Western Ohio 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Dividend Investors, Ltd. Profit Sharing Plan in CA ($15M); by covered participants it is Mercy Corps 403(b) Plan in OR (478 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Dividend Investors, Ltd. Profit Sharing Plan (CA) $15M · N/A
- Asc Retirement Plan (PR) $15M · 108
- The Employees Retirement Plan of Coburn Supply Company, Inc. (TX) $15M · 40
- Bac 1 Supplemental Retirement Fund (MN) $15M · 358
Similar participant headcount
Nearest other-state filings by covered participants (478 participants); asset peers above are excluded.
- Mercy Corps 403(b) Plan (OR) 478 · 0 off
- Ncqa Retirement Plan (DC) 478 · 0 off
- Marble,Tile and Terrazzo Workers Individual Account Fund (MD) 478 · 0 off
- Pepsico Puerto Rico Savings and Retirement Plan (NY) 479 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.