Other · DOL Form 5500 · 2024
Wesley Community Services Organization Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $19,040
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Wesley Community Services Organization · Sponsored by Wesley Community Services Organization · Ohio · Healthcare & Social Assistance
$2M in assets, 131 participants
Wesley Community Services Organization's 403(b) Thrift Plan of Wesley Community Services Organization reported $2M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,235 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
403(b) Thrift Plan of Wesley Community Services Organization covers 131 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $2M.
- #5,235
- in Healthcare & Social Assistance (16,916 peers)
- +99.7%
- assets growth YoY
403(b) Thrift Plan of Wesley Community Services Organization among the smaller filed plans by assets
403(b) Thrift Plan of Wesley Community Services Organization vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,494,261 32nd percentile higher than 32% 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
403(b) Thrift Plan of Wesley Community Services Organization 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. 403(b) Thrift Plan of Wesley Community Services Organization sits mid-pack in the medium band (131 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of Wesley Community Services Organization end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- 403(b) Thrift Plan of Wesley Community Services Organization reported net income rose from $233K in the plan year 2023 filing to $411K in the plan year 2024 filing.
- 403(b) Thrift Plan of Wesley Community Services Organization reported participants fell from 136 in the plan year 2023 filing to 131 in the plan year 2024 filing.
DOL schedule card
Filing strip 310537097 · Wesley Community Services Organization PY 2024 · Other
403(b) Thrift Plan of Wesley Community Services Organization · $2M · 131 · 32nd
- EIN $2M
- RANK 131
- PHOTO 32nd
- IND Other
- EOY near Cts, Inc. 403(b) Plan
- 5500 ind #5235
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 →
403(b) Thrift Plan of Wesley Community Services Organization in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $411K |
| Employer EIN | 310537097 |
| Plan Effective Date | 2006-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wesley Community Services Organization)
Sponsor-wide plan assets over time
All Wesley Community Services Organization plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 145.50827888554448% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 154 | $1M |
| 2023 | 1 | 136 | $1M |
| 2024 | 1 | 131 | $2M |
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
403(b) Thrift Plan of Wesley Community Services Organization's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Cts, Inc. 403(b) Plan in CT ($2M); by covered participants it is Cathedral Home for Children Retirement Plan in WY (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.
- Cathedral Home for Children Retirement Plan (WY) 131 · 0 off
- Hewitt School Defined Contribution Retirement Plan (NY) 131 · 0 off
- Tms Global 403(b) Retirement Plan (GA) 131 · 0 off
- Wheeling Jesuit University Defined Contribution Plan (WV) 131 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.