Other · DOL Form 5500 · 2024
Ohio State University Physicians, Inc. Retirement Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 1,913
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $30,695
- Avg per participant Low balance/head
Official DOL plan name: Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan · Sponsored by Ohio State University Physicians, Inc. · Ohio · Healthcare & Social Assistance
$59M in assets, 1,913 participants
Ohio State University Physicians, Inc.'s Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan reported $59M in total assets and 1,913 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,872 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan covers 1,913 participants in Ohio, 2.5x the typical Ohio plan (state average ~765 per filing). Assets: $59M.
- #14,872
- in Healthcare & Social Assistance (16,916 peers)
- +17.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan's outsized position by total assets
Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,719,617 Top 14% higher than 86% 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 State University Physicians, Inc. 403(b) Tax Deferred Annuity 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 State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan lands in the large band (1,913 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan end-of-year assets rose from $50M in the plan year 2023 filing to $59M in the plan year 2024 filing.
- Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan reported participants rose from 1,680 in the plan year 2023 filing to 1,913 in the plan year 2024 filing.
- Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 311447726 · Ohio State University Physicians, Inc. PY 2024 · Other
Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan · $59M · 1,913 · 86th
- BOOK $59M
- VS-ST 1,913
- BOY 86th
- SCH Other
- EBSA near Seneca Family of Agencies 403(b) Retirement Plan
- PART ind #14872
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 State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $9M |
| Employer EIN | 311447726 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ohio State University Physicians, Inc.)
Sponsor-wide plan assets over time
All Ohio State University Physicians, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $242M 37.87222216486241% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,824 | $175M |
| 2023 | 2 | 3,361 | $211M |
| 2024 | 2 | 3,829 | $242M |
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 State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Seneca Family of Agencies 403(b) Retirement Plan in CA ($59M); by covered participants it is Signature Healthcare Retirement Savings Plan in MA (1,912 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,913 participants); asset peers above are excluded.
- Signature Healthcare Retirement Savings Plan (MA) 1,912 · 1 off
- Beth Israel Deaconess Hospital - Plymouth Hospital 403(b) Retirement Plan (MA) 1,912 · 1 off
- Mercer University Defined Contribution Retirement Plan (GA) 1,916 · 3 off
- Mercy University Tax Deferred Annuity Plan (NY) 1,918 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.