Profit Sharing · DOL Form 5500 · 2024

Vocational Guidance Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
293
Participants Below avg headcount
28th
Percentile by assets National rank
$5,769
Avg per participant Low balance/head
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Official DOL plan name: Vocational Guidance Services and Affiliates Retirement Plan · Sponsored by Vocational Guidance Services, Inc. · Ohio · Healthcare & Social Assistance

$2M in assets, 293 participants

Vocational Guidance Services, Inc.'s Vocational Guidance Services and Affiliates Retirement Plan reported $2M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,246 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Vocational Guidance Services and Affiliates Retirement Plan covers 293 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#4,246
in Healthcare & Social Assistance (16,916 peers)
-11.0%
assets change YoY

The plan reported a net loss of $209K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vocational Guidance Services and Affiliates Retirement Plan among the smaller filed plans by assets

Vocational Guidance Services and Affiliates Retirement Plan vs every filed plan by assets

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

$1,690,199 28th percentile higher than 28% 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

Vocational Guidance Services and Affiliates 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. Vocational Guidance Services and Affiliates Retirement Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vocational Guidance Services and Affiliates Retirement Plan reported net income fell from $105K in the plan year 2023 filing to -$209K in the plan year 2024 filing.
  • Vocational Guidance Services and Affiliates Retirement Plan reported participants fell from 478 in the plan year 2023 filing to 293 in the plan year 2024 filing.
  • Vocational Guidance Services and Affiliates Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 340714650 · Vocational Guidance Services, Inc. PY 2024 · Profit Sharing

Vocational Guidance Services and Affiliates Retirement Plan · $2M · 293 · 28th

  • BOOK $2M
  • BOOK 293
  • BOOK 28th
  • BOOK Profit Sharing
  • BOOK near Stephenson & Company Profit Sharing Plan
  • BOOK ind #4246

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 →

Vocational Guidance Services and Affiliates Retirement Plan in the asset neighbourhood

Vocational Guidance Services and Affiliates Retirement PlanVocational Guidance Services…$2MStephenson & Company Profit Sharing PlanStephenson & Company Profit …$2MEvergreen Land, Inc. Profit Sharing PlanEvergreen Land, Inc. Profit …$2MBrancato, Haggerty, & Palmentere, Lc Profit Sharing PlanBrancato, Haggerty, & Palmen…$2MWhite River Management, Inc. Profit Sharing PlanWhite River Management, Inc.…$2M
End-of-year total assets ($M) among Vocational Guidance Services and Affiliates Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$209K
Employer EIN340714650
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vocational Guidance Services, Inc.)

Sponsor-wide plan assets over time

All Vocational Guidance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 11.503939162361473% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $6.64M $5.87M ▼ -11.6%
Year Plans Participants Total Assets
2022 3 887 $7M
2023 2 483 $6M
2024 2 298 $6M

Nearby Profit Sharing Plans in Ohio

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

Vocational Guidance Services and Affiliates 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 ($B) Participants Vocational Guidance Services and Affiliates Retirement Plan, Total assets ($B): 0.001690199 · Participants: 293Vocational Guidance Services and Affiliates 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
Vocational Guidance Services and Affiliates Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Vocational Guidance Services and Affiliates Retirement Plan side-by-side with 3 peers →

Vocational Guidance Services and Affiliates Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Stephenson & Company Profit Sharing Plan in CA ($2M); by covered participants it is Tower Loan of Mississippi, LLC Profit Sharing Plan for Managers in MS (293 participants). Same-state nearby plans are listed separately above.

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 Vocational Guidance Services and Affiliates Retirement Plan assets move in 2024? ▼
Vocational Guidance Services and Affiliates Retirement Plan pulled back noticeably - down 11.0% during 2024, from $2M to $2M. Reported net income was -$209K.
How have Vocational Guidance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vocational Guidance Services, Inc.'s sponsor-wide assets declined 11.5%, from $7M to $6M.
Which Profit Sharing plans are similar in size to Vocational Guidance Services and Affiliates Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Stephenson & Company Profit Sharing Plan in CA ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Vocational Guidance Services and Affiliates Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Tower Loan of Mississippi, LLC Profit Sharing Plan for Managers in MS (293 participants, $3M 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 340714650.

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.