Other · DOL Form 5500 · 2024
Ohio District 5 Area Agency on Aging Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 133
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $20,886
- Avg per participant Low balance/head
Official DOL plan name: Ohio District 5 Area Agency on Aging 403b Retirement Plan · Sponsored by Ohio District 5 Area Agency on Aging · Ohio · Healthcare & Social Assistance
$3M in assets, 133 participants
Ohio District 5 Area Agency on Aging's Ohio District 5 Area Agency on Aging 403b Retirement Plan reported $3M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,575 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Ohio District 5 Area Agency on Aging 403b Retirement Plan covers 133 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $3M.
- #5,575
- in Healthcare & Social Assistance (16,916 peers)
- -6.1%
- assets change YoY
The plan reported a net loss of $179K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ohio District 5 Area Agency on Aging 403b Retirement Plan among the smaller filed plans by assets
Ohio District 5 Area Agency on Aging 403b Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,777,802 33rd percentile higher than 33% 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
Ohio District 5 Area Agency on Aging 403b 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. Ohio District 5 Area Agency on Aging 403b Retirement Plan sits mid-pack in the medium band (133 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ohio District 5 Area Agency on Aging 403b Retirement Plan reported net income fell from $582K in the plan year 2023 filing to -$179K in the plan year 2024 filing.
- Ohio District 5 Area Agency on Aging 403b Retirement Plan reported participants rose from 124 in the plan year 2023 filing to 133 in the plan year 2024 filing.
- Ohio District 5 Area Agency on Aging 403b Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 341617183 · Ohio District 5 Area Agency on Aging PY 2024 · Other
Ohio District 5 Area Agency on Aging 403b Retirement Plan · $3M · 133 · 33rd
- EOY $3M
- EOY 133
- EOY 33rd
- EOY Other
- EOY near Arise Academy, Inc. 403(b) Plan
- EOY ind #5575
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 →
Ohio District 5 Area Agency on Aging 403b Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$179K |
| Employer EIN | 341617183 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ohio District 5 Area Agency on Aging)
Sponsor-wide plan assets over time
All Ohio District 5 Area Agency on Aging plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 16.96082291046049% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $2M |
| 2023 | 1 | 124 | $3M |
| 2024 | 1 | 133 | $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
Ohio District 5 Area Agency on Aging 403b Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Arise Academy, Inc. 403(b) Plan in LA ($3M); by covered participants it is Community Care Services 403(b) Plan in MI (133 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 (133 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.