Other · DOL Form 5500 · 2024
Welcome House Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 307
- Participants Below avg headcount
- 34th
- Percentile by assets National rank
- $9,448
- Avg per participant Low balance/head
Official DOL plan name: Welcome House Inc. 403b Plan · Sponsored by Welcome House Inc. · Ohio · Healthcare & Social Assistance
$3M in assets, 307 participants
Welcome House Inc.'s Welcome House Inc. 403b Plan reported $3M in total assets and 307 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #5,707 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Welcome House Inc. 403b Plan covers 307 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $3M.
- #5,707
- in Healthcare & Social Assistance (16,916 peers)
- +21.5%
- assets growth YoY
Welcome House Inc. 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Welcome House Inc. 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,900,597 34th percentile higher than 34% 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
Welcome House Inc. 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. Welcome House Inc. 403b Plan sits mid-pack in the medium band (307 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Welcome House Inc. 403b Plan reported net income rose from $327K in the plan year 2023 filing to $514K in the plan year 2024 filing.
- Welcome House Inc. 403b Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Welcome House Inc. 403b Plan reported participants rose from 303 in the plan year 2023 filing to 307 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 341793226 · Welcome House Inc. PY 2024 · Other
Welcome House Inc. 403b Plan · $3M · 307 · 34th
- VS-ST $3M
- BOY 307
- SCH 34th
- EBSA Other
- PART near Grid Alternatives, Inc. 403(b) Plan
- TYPE ind #5707
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 →
Welcome House Inc. 403b Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $514K |
| Employer EIN | 341793226 |
| Plan Effective Date | 1992-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Welcome House Inc.)
Sponsor-wide plan assets over time
All Welcome House Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 40.866197371200734% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 300 | $2M |
| 2023 | 1 | 303 | $2M |
| 2024 | 1 | 307 | $3M |
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
Welcome House Inc. 403b Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Grid Alternatives, Inc. 403(b) Plan in CA ($3M); by covered participants it is 403(b) Thrift Plan of Epic in WA (307 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (307 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Epic (WA) 307 · 0 off
- University Clinical, Education and Research Associates Defined Contribution Retirement Plan (HI) 307 · 0 off
- Raices 403b Plan (TX) 307 · 0 off
- The Loomis Institute Pension Plan (CT) 307 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.