Other · DOL Form 5500 · 2024
Ohio Living Retirement Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 2,280
- Participants Above avg headcount
- 88th
- Percentile by assets National rank
- $31,780
- Avg per participant Low balance/head
Official DOL plan name: Ohio Living 403(b) Plan · Sponsored by Ohio Living · Ohio · Healthcare & Social Assistance
$72M in assets, 2,280 participants
Ohio Living's Ohio Living 403(b) Plan reported $72M in total assets and 2,280 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #15,140 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Ohio Living 403(b) Plan covers 2,280 participants in Ohio, 3.0x the typical Ohio plan (state average ~765 per filing). Assets: $72M.
- #15,140
- in Healthcare & Social Assistance (16,916 peers)
- +2.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Ohio Living 403(b) Plan's outsized position by total assets
Ohio Living 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$72,458,707 Top 12% higher than 88% 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 Living 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Living 403(b) Plan lands in the large band (2,280 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ohio Living 403(b) Plan reported net income fell from $7M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Ohio Living 403(b) Plan reported participants fell from 2,523 in the plan year 2023 filing to 2,280 in the plan year 2024 filing.
- Ohio Living 403(b) Plan end-of-year assets rose from $71M in the plan year 2023 filing to $72M in the plan year 2024 filing.
DOL schedule card
Filing strip 344429863 · Ohio Living PY 2024 · Other
Ohio Living 403(b) Plan · $72M · 2,280 · 88th
- BOOK $72M
- BOOK 2,280
- BOOK 88th
- BOOK Other
- BOOK near California Western School of Law Defined Contribution Retirement Plan
- BOOK ind #15140
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 →
Ohio Living 403(b) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $2M |
| Employer EIN | 344429863 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ohio Living)
Sponsor-wide plan assets over time
All Ohio Living plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 13.27820081115893% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,962 | $64M |
| 2023 | 1 | 2,523 | $71M |
| 2024 | 1 | 2,280 | $72M |
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
Ohio Living 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is California Western School of Law Defined Contribution Retirement Plan in CA ($72M); by covered participants it is Tidelands Health 403(b) Retirement Savings Plan in SC (2,284 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,280 participants); asset peers above are excluded.
- Tidelands Health 403(b) Retirement Savings Plan (SC) 2,284 · 4 off
- Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan (PA) 2,272 · 8 off
- St. John's Riverside Hospital 403(b) Retirement Plan (NY) 2,272 · 8 off
- Norc, Inc. Retirement Plan (IL) 2,290 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.