Profit Sharing · DOL Form 5500 · 2024

Ohio Apartment Group LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
27th
Percentile by assets National rank
$129,692
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ohio Apartment Group 401(k) Plan · Sponsored by Ohio Apartment Group LLC · Ohio · Real Estate

$2M in assets, 12 participants

Ohio Apartment Group LLC's Ohio Apartment Group 401(k) Plan reported $2M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,080 in Real Estate (4,605 peers)

Ohio Apartment Group LLC multi-year trail

Ohio Apartment Group LLC's plans moved +46.0% in assets from 2022 to 2024; this filing shows Ohio Apartment Group 401(k) Plan at $2M / 12 participants.

#2,080
in Real Estate (4,605 peers)
+18.2%
assets growth YoY

Ohio Apartment Group 401(k) Plan among the smaller filed plans by assets

Ohio Apartment Group 401(k) Plan vs every filed plan by assets

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

$1,556,299 27th percentile higher than 27% 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

Ohio Apartment Group 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Apartment Group 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ohio Apartment Group 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 262685467 · Ohio Apartment Group LLC PY 2024 · Profit Sharing

Ohio Apartment Group 401(k) Plan · $2M · 12 · 27th

  • EBSA $2M
  • PART 12
  • TYPE 27th
  • NET Profit Sharing
  • BOOK near Ron Concialdi Dds PC Employees Profit Sharing Plan
  • VS-ST ind #2080

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 Real Estate retirement plans → · Plans in Ohio →

Ohio Apartment Group 401(k) Plan in the asset neighbourhood

Ohio Apartment Group 401(k) PlanOhio Apartment Group 401(k) …$2MRon Concialdi Dds PC Employees Profit Sharing PlanRon Concialdi Dds PC Employe…$2MSunus Corporation Profit Sharing PlanSunus Corporation Profit Sha…$2MRaub's Twin Kiss, Inc., Employees' Profit Sharing TrustRaub's Twin Kiss, Inc., Empl…$2MMark H. Steffensen, M.D., P.C. Profit Sharing PlanMark H. Steffensen, M.D., P.…$2M
End-of-year total assets ($M) among Ohio Apartment Group 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ohio Apartment Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ohio Apartment Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.00235847950309% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.07M $1.56M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 12 $1M
2023 1 12 $1M
2024 1 12 $2M

Ohio Apartment Group LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$240K
Employer EIN262685467
Plan Effective Date2015-09-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Ohio Apartment Group 401(k) Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Ohio Apartment Group 401(k) Plan, Total assets ($B): 0.001556299 · Participants: 12Ohio Apartment Group 401(k) 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
Ohio Apartment Group 401(k) Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Ohio Apartment Group 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Ron Concialdi Dds PC Employees Profit Sharing Plan in CO ($2M); by covered participants it is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 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 Ohio Apartment Group 401(k) Plan assets move in 2024?
Ohio Apartment Group 401(k) Plan grew sharply - up 18.2% during 2024, from $1M to $2M. Reported net income was $240K.
How have Ohio Apartment Group LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Ohio Apartment Group LLC's sponsor-wide assets grew 46.0%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Ohio Apartment Group 401(k) Plan?
Among Profit Sharing plans in other states, the closest by assets is Ron Concialdi Dds PC Employees Profit Sharing Plan in CO ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Ohio Apartment Group 401(k) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants, N/A in assets).