Other · DOL Form 5500 · 2024
Area Agency on Aging District 7 Retirement Plan
Data updated 2026-08-11
- $8M
- Total assets
- 187
- Participants
- 52nd
- Percentile by assets
- $44,197
- Avg per participant
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.
- 52nd percentile by assets (of 123,622 plans)
- #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.
- $8M
- total plan assets (2024 EOY)
- 187
- covered participants
- 52nd
- percentile by assets (of 123,622 plans)
- $44,197
- avg assets per participant
Where Area Agency on Aging District 7 403b Plan sits by total assets
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
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Area Agency on Aging District 7 403b Plan reports 187 participants - about 24% of that state average ($8M EOY assets).
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)
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Area Agency on Aging District 7 403b Plan by total assets, not by location.
Frequently Asked Questions
How did Area Agency on Aging District 7 403b Plan assets move in 2024? ▼
How have Area Agency on Aging District 7 plan assets changed over time? ▼
Which Other plans are similar in size to Area Agency on Aging District 7 403b Plan? ▼
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Filing takeaways
Ways to act on Area Agency on Aging District 7 403b Plan's numbers.
- By total assets, Area Agency on Aging District 7 403b Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
- Area Agency on Aging District 7's sponsor-wide assets have grown 23.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans