Profit Sharing · DOL Form 5500 · 2024

The Holden Arboretum Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
165
Participants Small participant base
55th
Percentile by assets National rank
$57,364
Avg per participant Low balance/head
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Official DOL plan name: Holden Forests & Gardens 403(b) Retirement Plan · Sponsored by The Holden Arboretum · Ohio · Arts, Entertainment & Recreation

$9M in assets, 165 participants

The Holden Arboretum's Holden Forests & Gardens 403(b) Retirement Plan reported $9M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #2,093 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Ohio

Holden Forests & Gardens 403(b) Retirement Plan covers 165 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $9M.

#2,093
in Arts, Entertainment & Recreation (2,921 peers)
+17.9%
assets growth YoY

Holden Forests & Gardens 403(b) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Holden Forests & Gardens 403(b) Retirement Plan vs every filed plan by assets

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

$9,465,113 Top 45% higher than 55% 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

Holden Forests & Gardens 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. Holden Forests & Gardens 403(b) Retirement Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holden Forests & Gardens 403(b) Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Holden Forests & Gardens 403(b) Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Holden Forests & Gardens 403(b) Retirement Plan reported participants rose from 146 in the plan year 2023 filing to 165 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 340750346 · The Holden Arboretum PY 2024 · Profit Sharing

Holden Forests & Gardens 403(b) Retirement Plan · $9M · 165 · 55th

  • PCT $9M
  • EIN 165
  • RANK 55th
  • PHOTO Profit Sharing
  • IND near West Central Services, Inc. 403(b) DC Retirement Plan
  • EOY ind #2093

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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →

Holden Forests & Gardens 403(b) Retirement Plan in the asset neighbourhood

Winston Salem Industries for the Blind Retirement PlanWinston Salem Industries for…$9MWest Central Services, Inc. 403(b) DC Retirement PlanWest Central Services, Inc. …$9MThe Caring Coalition of Central New York Tax Deferred Annuity PlanThe Caring Coalition of Cent…$9MHolden Forests & Gardens 403(b) Retirement PlanHolden Forests & Gardens 403…$9MProfitmaster Displays, Inc. Profit Sharing PlanProfitmaster Displays, Inc. …$9M
End-of-year total assets ($M) among Holden Forests & Gardens 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN340750346
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Holden Arboretum)

Sponsor-wide plan assets over time

All The Holden Arboretum plans reported in each filing year

Latest sponsor-wide plan assets
$9M 35.30394420941055% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7M $9.47M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 128 $7M
2023 1 146 $8M
2024 1 165 $9M

Nearby Profit Sharing Plans in Ohio

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

Holden Forests & Gardens 403(b) Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Holden Forests & Gardens 403(b) Retirement Plan, Total assets ($B): 0.009465113 · Participants: 165Holden Forests & Gardens 403(b) Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Holden Forests & Gardens 403(b) Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Holden Forests & Gardens 403(b) Retirement Plan side-by-side with 3 peers →

Holden Forests & Gardens 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is West Central Services, Inc. 403(b) DC Retirement Plan in NH ($9M); by covered participants it is The Corning Museum of Glass Defined Contribution Retirement Plan in NY (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Holden Forests & Gardens 403(b) Retirement Plan assets move in 2024? ▼
Holden Forests & Gardens 403(b) Retirement Plan grew sharply - up 17.9% during 2024, from $8M to $9M. Reported net income was $1M.
How have The Holden Arboretum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Holden Arboretum's sponsor-wide assets grew 35.3%, from $7M to $9M.
Which Profit Sharing plans are similar in size to Holden Forests & Gardens 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is West Central Services, Inc. 403(b) DC Retirement Plan in NH ($9M, 119 participants).
Which Profit Sharing plans cover a similar participant headcount to Holden Forests & Gardens 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Corning Museum of Glass Defined Contribution Retirement Plan in NY (165 participants, $39M 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 340750346.

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.