Other · DOL Form 5500 · 2024

Oriana House, Inc. Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
812
Participants Near avg headcount
74th
Percentile by assets National rank
$30,156
Avg per participant Low balance/head
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Official DOL plan name: Oriana House, Inc. 403(b) Retirement Plan · Sponsored by Oriana House, Inc. · Ohio · Administrative & Support Services

$24M in assets, 812 participants

Oriana House, Inc.'s Oriana House, Inc. 403(b) Retirement Plan reported $24M in total assets and 812 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #3,784 in Administrative & Support Services (4,368 peers)

Oriana House, Inc. multi-year trail

Oriana House, Inc.'s plans moved +35.1% in assets from 2022 to 2024; this filing shows Oriana House, Inc. 403(b) Retirement Plan at $24M / 812 participants.

#3,784
in Administrative & Support Services (4,368 peers)
+13.5%
assets growth YoY

Oriana House, Inc. 403(b) Retirement Plan's outsized position by total assets

Oriana House, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$24,486,561 Top 26% higher than 74% 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

Oriana House, Inc. 403(b) Retirement 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. Oriana House, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (812 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oriana House, Inc. 403(b) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Oriana House, Inc. 403(b) Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Oriana House, Inc. 403(b) Retirement Plan reported participants rose from 781 in the plan year 2023 filing to 812 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341334919 · Oriana House, Inc. PY 2024 · Other

Oriana House, Inc. 403(b) Retirement Plan · $24M · 812 · 74th

  • RANK $24M
  • PHOTO 812
  • IND 74th
  • EOY Other
  • 5500 near Union De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement Plan
  • ASSETS ind #3784

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 Administrative & Support Services retirement plans → · Plans in Ohio →

Oriana House, Inc. 403(b) Retirement Plan in the asset neighbourhood

Legal Services of New Jersey Inc Er 403bLegal Services of New Jersey…$25MOriana House, Inc. 403(b) Retirement PlanOriana House, Inc. 403(b) Re…$24MUnion De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement PlanUnion De Tronquistas De Puer…$24MMargaret Woodbury Strong Museum 403(b) DC PlanMargaret Woodbury Strong Mus…$24MThe United Methodist Homes of New Jersey 403(b) Savings and Retirement PlanThe United Methodist Homes o…$24M
End-of-year total assets ($M) among Oriana House, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Oriana House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oriana House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 35.05902036632996% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.1M $24.5M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 718 $18M
2023 1 781 $22M
2024 1 812 $24M

Oriana House, Inc. filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN341334919
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Oriana House, Inc. 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Oriana House, Inc. 403(b) Retirement Plan, Total assets ($B): 0.024486561 · Participants: 812Oriana House, Inc. 403(b) Retirement 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
Oriana House, Inc. 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Oriana House, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Oriana House, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Union De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement Plan in PR ($24M); by covered participants it is Bay Path University 403(b) Retirement Plan in MA (812 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (812 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 Oriana House, Inc. 403(b) Retirement Plan assets move in 2024? ▼
Oriana House, Inc. 403(b) Retirement Plan grew at a solid clip - up 13.5% during 2024, from $22M to $24M. Reported net income was $3M.
How have Oriana House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oriana House, Inc.'s sponsor-wide assets grew 35.1%, from $18M to $24M.
Which Other plans are similar in size to Oriana House, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Union De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement Plan in PR ($24M, 207 participants).
Which Other plans cover a similar participant headcount to Oriana House, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Bay Path University 403(b) Retirement Plan in MA (812 participants, $67M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341334919.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.