Other · DOL Form 5500 · 2024
American Health Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 557
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $13,180
- Avg per participant Low balance/head
Official DOL plan name: American Health Foundation 403(b) Retirement Savings Plan · Sponsored by American Health Foundation, Inc. · Ohio · Healthcare & Social Assistance
$7M in assets, 557 participants
American Health Foundation, Inc.'s American Health Foundation 403(b) Retirement Savings Plan reported $7M in total assets and 557 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #9,145 in Healthcare & Social Assistance (16,916 peers)
American Health Foundation, Inc. multi-year trail
American Health Foundation, Inc.'s plans moved +24.4% in assets from 2022 to 2024; this filing shows American Health Foundation 403(b) Retirement Savings Plan at $7M / 557 participants.
- #9,145
- in Healthcare & Social Assistance (16,916 peers)
- +4.4%
- assets growth YoY
American Health Foundation 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
American Health Foundation 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,341,320 49th percentile higher than 49% 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
American Health Foundation 403(b) Retirement Savings 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. American Health Foundation 403(b) Retirement Savings Plan sits mid-pack in the medium band (557 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Health Foundation 403(b) Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to $309K in the plan year 2024 filing.
- American Health Foundation 403(b) Retirement Savings Plan reported participants rose from 503 in the plan year 2023 filing to 557 in the plan year 2024 filing.
- American Health Foundation 403(b) Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 311237141 · American Health Foundation, Inc. PY 2024 · Other
American Health Foundation 403(b) Retirement Savings Plan · $7M · 557 · 49th
- RANK $7M
- PHOTO 557
- IND 49th
- EOY Other
- 5500 near Roosevelt Institute 403(b) DC Plan
- ASSETS ind #9145
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 →
American Health Foundation 403(b) Retirement Savings Plan in the asset neighbourhood
American Health Foundation, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All American Health Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 24.416795213221196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 526 | $6M |
| 2023 | 1 | 503 | $7M |
| 2024 | 1 | 557 | $7M |
American Health Foundation, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $309K |
| Employer EIN | 311237141 |
| Plan Effective Date | 1991-10-01 |
| Filing Status | FILING RECEIVED |
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
American Health Foundation 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Roosevelt Institute 403(b) DC Plan in NY ($7M); by covered participants it is Marin Community Clinics 403(b) Savings & Investment Plan in CA (557 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (557 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.