Other · DOL Form 5500 · 2024

The Legal Aid Society of Cleveland Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
147
Participants Small participant base
75th
Percentile by assets National rank
$174,783
Avg per participant Above avg balance/head
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Official DOL plan name: The Legal Aid Society of Cleveland Retirement Savings Plan · Sponsored by The Legal Aid Society of Cleveland · Ohio · Professional & Technical Services

$26M in assets, 147 participants

The Legal Aid Society of Cleveland's The Legal Aid Society of Cleveland Retirement Savings Plan reported $26M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,066 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

The Legal Aid Society of Cleveland Retirement Savings Plan covers 147 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $26M.

#15,066
in Professional & Technical Services (20,173 peers)
+10.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Legal Aid Society of Cleveland Retirement Savings Plan's outsized position by total assets

The Legal Aid Society of Cleveland Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$25,693,037 Top 25% higher than 75% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Legal Aid Society of Cleveland Retirement Savings 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. The Legal Aid Society of Cleveland Retirement Savings Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Legal Aid Society of Cleveland Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Legal Aid Society of Cleveland Retirement Savings Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • The Legal Aid Society of Cleveland Retirement Savings Plan reported participants fell from 149 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 340866026 · The Legal Aid Society of Cleveland PY 2024 · Other

The Legal Aid Society of Cleveland Retirement Savings Plan · $26M · 147 · 75th

  • IND $26M
  • IND 147
  • IND 75th
  • IND Other
  • IND near The Jemicy School Retirement Plan
  • IND ind #15066

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 Professional & Technical Services retirement plans → · Plans in Ohio →

The Legal Aid Society of Cleveland Retirement Savings Plan in the asset neighbourhood

403(b) Thrift Plan of Neighborhood Legal Services of Los Angeles County403(b) Thrift Plan of Neighb…$26MThe Wilderness Society 403(b) PlanThe Wilderness Society 403(b…$26MBelmont Day School DC Retirement PlanBelmont Day School DC Retire…$26MThe Jemicy School Retirement PlanThe Jemicy School Retirement…$26MThe Legal Aid Society of Cleveland Retirement Savings PlanThe Legal Aid Society of Cle…$26M
End-of-year total assets ($M) among The Legal Aid Society of Cleveland Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN340866026
Plan Effective Date1979-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Legal Aid Society of Cleveland)

Sponsor-wide plan assets over time

All The Legal Aid Society of Cleveland plans reported in each filing year

Latest sponsor-wide plan assets
$26M 30.431088009357843% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.7M $25.7M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 114 $20M
2023 1 149 $23M
2024 1 147 $26M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

The Legal Aid Society of Cleveland Retirement Savings Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants The Legal Aid Society of Cleveland Retirement Savings Plan, Total assets ($B): 0.025693037 · Participants: 147The Legal Aid Society of Cleveland Retirement Savings PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
The Legal Aid Society of Cleveland Retirement Savings Plan vs. nearby Other plans in Ohio, assets vs. participants

The Legal Aid Society of Cleveland Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The Jemicy School Retirement Plan in MD ($26M); by covered participants it is Lawrence Academy Retirement Plan in MA (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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.

Frequently Asked Questions

How did The Legal Aid Society of Cleveland Retirement Savings Plan assets move in 2024?
The Legal Aid Society of Cleveland Retirement Savings Plan grew at a solid clip - up 10.9% during 2024, from $23M to $26M. Reported net income was $3M.
How have The Legal Aid Society of Cleveland plan assets changed over time?
Across 3 plan years on file (2022-2024), The Legal Aid Society of Cleveland's sponsor-wide assets grew 30.4%, from $20M to $26M.
Where does The Legal Aid Society of Cleveland Retirement Savings Plan rank by assets among Form 5500 filers?
The Legal Aid Society of Cleveland Retirement Savings Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Legal Aid Society of Cleveland Retirement Savings Plan?
Among Other plans in other states, the closest by assets is The Jemicy School Retirement Plan in MD ($26M, 169 participants).
Which Other plans cover a similar participant headcount to The Legal Aid Society of Cleveland Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is Lawrence Academy Retirement Plan in MA (147 participants, $35M in assets).