401(k) · DOL Form 5500 · 2024
Ohio State Home Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 259
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $32,506
- Avg per participant Low balance/head
Official DOL plan name: Ohio State Home Services, Inc. Retirement Savings & Trust · Sponsored by Ohio State Home Services, Inc. · Ohio · Construction
$8M in assets, 259 participants
Ohio State Home Services, Inc.'s Ohio State Home Services, Inc. Retirement Savings & Trust reported $8M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #4,563 in Construction (9,039 peers)
Coverage in Ohio
Ohio State Home Services, Inc. Retirement Savings & Trust covers 259 participants in Ohio, about 34% of the average Ohio filer (state average ~765 per filing). Assets: $8M.
- #4,563
- in Construction (9,039 peers)
- -0.8%
- assets change YoY
The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ohio State Home Services, Inc. Retirement Savings & Trust's mid-pack asset rank among Construction and all filers
Ohio State Home Services, Inc. Retirement Savings & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,419,172 Top 48% higher than 52% 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 State Home Services, Inc. Retirement Savings & Trust 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 State Home Services, Inc. Retirement Savings & Trust sits mid-pack in the medium band (259 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ohio State Home Services, Inc. Retirement Savings & Trust reported net income fell from $1M in the plan year 2023 filing to -$50K in the plan year 2024 filing.
- Ohio State Home Services, Inc. Retirement Savings & Trust reported participants fell from 272 in the plan year 2023 filing to 259 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 341238206 · Ohio State Home Services, Inc. PY 2024 · 401(k)
Ohio State Home Services, Inc. Retirement Savings & Trust · $8M · 259 · 52nd
- NET $8M
- NET 259
- NET 52nd
- NET 401(k)
- NET near Brookbeam Dental Holdings, LLC 401(k) Plan
- NET ind #4563
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 Construction retirement plans → · Plans in Ohio →
Ohio State Home Services, Inc. Retirement Savings & Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$50K |
| Employer EIN | 341238206 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ohio State Home Services, Inc.)
Sponsor-wide plan assets over time
All Ohio State Home Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 18.544157113208133% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 265 | $7M |
| 2023 | 1 | 272 | $8M |
| 2024 | 1 | 259 | $8M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Ohio State Home Services, Inc. Retirement Savings & Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Brookbeam Dental Holdings, LLC 401(k) Plan in NY ($8M); by covered participants it is The Tustin Group 401(k) Retirement in PA (259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.
- The Tustin Group 401(k) Retirement (PA) 259 · 0 off
- L.E. Bell Construction Company Inc., 401(k) Plan (AL) 259 · 0 off
- Kaizen Clinical Partners Retirement Plan (TX) 259 · 0 off
- Tides Advocacy 401(k) Plan (CA) 259 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.