Other · DOL Form 5500 · 2024
Area Agency on Aging District 7 Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 187
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $44,197
- Avg per participant Low balance/head
Official DOL plan name: Area Agency on Aging District 7 403b Plan · Sponsored by Area Agency on Aging District 7 · Ohio · Healthcare & Social Assistance
$8M in assets, 187 participants
Area Agency on Aging District 7's Area Agency on Aging District 7 403b Plan reported $8M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #9,607 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Area Agency on Aging District 7 403b Plan covers 187 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $8M.
- #9,607
- in Healthcare & Social Assistance (16,916 peers)
- +5.0%
- assets growth YoY
Area Agency on Aging District 7 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Area Agency on Aging District 7 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,264,851 Top 48% higher than 52% 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
Area Agency on Aging District 7 403b 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. Area Agency on Aging District 7 403b Plan sits mid-pack in the medium band (187 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Area Agency on Aging District 7 403b Plan reported net income fell from $1M in the plan year 2023 filing to $392K in the plan year 2024 filing.
- Area Agency on Aging District 7 403b Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Area Agency on Aging District 7 403b Plan reported participants fell from 192 in the plan year 2023 filing to 187 in the plan year 2024 filing.
DOL schedule card
Filing strip 310971399 · Area Agency on Aging District 7 PY 2024 · Other
Area Agency on Aging District 7 403b Plan · $8M · 187 · 52nd
- PCT $8M
- EIN 187
- RANK 52nd
- PHOTO Other
- IND near Alabama Christian Academy 403(b) DC Plan
- EOY ind #9607
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 →
Area Agency on Aging District 7 403b Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $392K |
| Employer EIN | 310971399 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Area Agency on Aging District 7)
Sponsor-wide plan assets over time
All Area Agency on Aging District 7 plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 23.536052700099876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $7M |
| 2023 | 1 | 192 | $8M |
| 2024 | 1 | 187 | $8M |
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
Area Agency on Aging District 7 403b Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Alabama Christian Academy 403(b) DC Plan in AL ($8M); by covered participants it is Living Independently Forever, Inc. Defined Contribution Retirement Plan in MA (187 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (187 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.