Profit Sharing · DOL Form 5500 · 2024
Area Agency on Aging, Psa2 Profit Sharing Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $106,504
- Avg per participant Below avg balance/head
Official DOL plan name: Area Agency on Aging, Psa2 403(b) Plan · Sponsored by Area Agency on Aging, Psa2 · Ohio · Healthcare & Social Assistance
$16M in assets, 150 participants
Area Agency on Aging, Psa2's Area Agency on Aging, Psa2 403(b) Plan reported $16M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #11,959 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Area Agency on Aging, Psa2 403(b) Plan covers 150 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $16M.
- #11,959
- in Healthcare & Social Assistance (16,916 peers)
- +20.0%
- assets growth YoY
Area Agency on Aging, Psa2 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Area Agency on Aging, Psa2 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,975,623 Top 34% higher than 66% 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, Psa2 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. Area Agency on Aging, Psa2 403(b) Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Area Agency on Aging, Psa2 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Area Agency on Aging, Psa2 403(b) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Area Agency on Aging, Psa2 403(b) Plan reported participants rose from 138 in the plan year 2023 filing to 150 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 311361630 · Area Agency on Aging, Psa2 PY 2024 · Profit Sharing
Area Agency on Aging, Psa2 403(b) Plan · $16M · 150 · 66th
- PHOTO $16M
- IND 150
- EOY 66th
- 5500 Profit Sharing
- ASSETS near Critcher Brothers Produce Profit Sharing Plan
- PCT ind #11959
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, Psa2 403(b) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 311361630 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Area Agency on Aging, Psa2)
Sponsor-wide plan assets over time
All Area Agency on Aging, Psa2 plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 42.66956632554416% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $11M |
| 2023 | 1 | 138 | $13M |
| 2024 | 1 | 150 | $16M |
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
Area Agency on Aging, Psa2 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Critcher Brothers Produce Profit Sharing Plan in NC ($16M); by covered participants it is Composition Roofers #4 Annuity Fund in NJ (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Critcher Brothers Produce Profit Sharing Plan (NC) $16M · 20
- Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan (NY) $16M · 326
- 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. (MA) $16M · 296
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan (AL) $16M · 105
Similar participant headcount
Nearest other-state filings by covered participants (150 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.