Profit Sharing · DOL Form 5500 · 2024

Healthspan Partners Profit Sharing Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
28
Participants Small participant base
73rd
Percentile by assets National rank
$823,761
Avg per participant High balance/head
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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.

  • #13,036 in Healthcare & Social Assistance (16,916 peers)

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.

#13,036
in Healthcare & Social Assistance (16,916 peers)
-1.5%
assets change YoY

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.

Healthspan Retirement Savings Plan 403(b)'s outsized position by total assets

Healthspan Retirement Savings Plan 403(b) vs every filed plan by assets

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

$23,065,305 Top 27% higher than 73% 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

Healthspan Retirement Savings Plan 403(b) among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthspan Retirement Savings Plan 403(b) is a small filing (28 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 463055925 · Healthspan Partners PY 2024 · Profit Sharing

Healthspan Retirement Savings Plan 403(b) · $23M · 28 · 73rd

  • 5500 $23M
  • ASSETS 28
  • PCT 73rd
  • EIN Profit Sharing
  • RANK near Thomas College DC Retirement Plan
  • PHOTO ind #13036

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 →

Healthspan Retirement Savings Plan 403(b) in the asset neighbourhood

Thomas College DC Retirement PlanThomas College DC Retirement…$23MHealthspan Retirement Savings Plan 403(b)Healthspan Retirement Saving…$23MMeadville Medical Center Defined Contribution Retirement PlanMeadville Medical Center Def…$23MNational Parks Conservation Association 401a Staff Retirement PlanNational Parks Conservation …$23MOperative Plasterers and Cement Masons Local 29 Annuity PlanOperative Plasterers and Cem…$23M
End-of-year total assets ($M) among Healthspan Retirement Savings Plan 403(b) and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$23M
Net Income-$347K
Employer EIN463055925
Plan Effective Date2013-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthspan Partners)

Sponsor-wide plan assets over time

All Healthspan Partners plans reported in each filing year

Latest sponsor-wide plan assets
$23M 5.750916946670974% vs 2022
2024 filing year
$21.5M$22M$22.5M$23M$23.5M$24M 202220232024 $21.8M $23.1M ▲ +5.8%
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 Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Healthspan Retirement Savings Plan 403(b), Total assets ($B): 0.023065305 · Participants: 28Healthspan Retirement Savings Plan 403(b)Cleveland 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
Healthspan Retirement Savings Plan 403(b) vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Healthspan Retirement Savings Plan 403(b) side-by-side with 3 peers →

Healthspan Retirement Savings Plan 403(b)'s out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Thomas College DC Retirement Plan in ME ($23M); by covered participants it is Hale Building Company, Inc. Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Healthspan Retirement Savings Plan 403(b) assets move in 2024? ▼
Healthspan Retirement Savings Plan 403(b) edged down modestly - down 1.5% during 2024, from $23M to $23M. Reported net income was -$347K.
How have Healthspan Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthspan Partners's sponsor-wide assets grew 5.8%, from $22M to $23M.
Which Profit Sharing plans are similar in size to Healthspan Retirement Savings Plan 403(b)? ▼
Among Profit Sharing plans in other states, the closest by assets is Thomas College DC Retirement Plan in ME ($23M, 153 participants).
Which Profit Sharing plans cover a similar participant headcount to Healthspan Retirement Savings Plan 403(b)? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hale Building Company, Inc. Profit Sharing Plan in AL (28 participants, $1M 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 463055925.

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.