Profit Sharing · DOL Form 5500 · 2024
Healthspan Partners Profit Sharing Plan
Data updated 2026-07-24
- $23M
- Total assets
- 28
- Participants
- 73rd
- Percentile by assets
- $823,761
- Avg per participant
Official DOL plan name: Healthspan Retirement Savings Plan 403(b) · Sponsored by Healthspan Partners · Ohio · Healthcare & Social Assistance
$23M in assets, 28 participants
Healthspan Partners's Healthspan Retirement Savings Plan 403(b) reported $23M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 116,472 plans)
What the 2024 filing shows
Healthspan Retirement Savings Plan 403(b) holds $23M for 28 participants - about $823,761 per participant, above the median plan by assets.
- $23M
- total plan assets (2024 EOY)
- 28
- covered participants
- 73rd
- percentile by assets (of 116,472 plans)
- $823,761
- avg assets per participant
The plan reported a net loss of $347K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Healthspan Retirement Savings Plan 403(b) reported net income fell from $2M in the plan year 2023 filing to -$347K in the plan year 2024 filing.
- Healthspan Retirement Savings Plan 403(b) reported participants fell from 29 in the plan year 2023 filing to 28 in the plan year 2024 filing.
- Healthspan Retirement Savings Plan 403(b) end-of-year assets fell from $23M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Profit Sharing filing for Healthspan Retirement Savings Plan 403(b)
Profit Sharing filing for plan year 2024: EIN 463055925 ; effective since 2013-10-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$347K |
| Employer EIN | 463055925 |
| Plan Effective Date | 2013-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Healthspan Partners)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $22M |
| 2023 | 1 | 29 | $23M |
| 2024 | 1 | 28 | $23M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Healthspan Retirement Savings Plan 403(b) vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- Cleveland Clinic Investment Pension Plan $1.8B · 51,751
- Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
- Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
- The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
- Three Rivers Annuity Fund $214M · 960
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Healthspan Retirement Savings Plan 403(b) by total assets, not by location.
Frequently Asked Questions
How did Healthspan Retirement Savings Plan 403(b) assets move in 2024? ▼
How have Healthspan Partners plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Healthspan Retirement Savings Plan 403(b)? ▼
Next read for Healthspan Retirement Savings Plan 403(b…
Filing takeaways
Ways to act on Healthspan Retirement Savings Plan 403(b)'s numbers.
- By total assets, Healthspan Retirement Savings Plan 403(b) ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Healthspan Partners's sponsor-wide assets have grown 5.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 463055925.
Read our methodology - how this data is sourced, computed, and verified.