Other · DOL Form 5500 · 2024

Ohio State University Physicians, Inc. Retirement Plan

Data updated 2026-08-11

$59M
Total assets
1,913
Participants
86th
Percentile by assets
$30,695
Avg per participant
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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.

  • 86th percentile by assets (of 123,622 plans)
  • #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.

$59M
total plan assets (2024 EOY)
1,913
covered participants
86th
percentile by assets (of 123,622 plans)
$30,695
avg assets per participant

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.

See the national 2023→2024 release diff →

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan reports 1,913 participants - 2.5x that state average ($59M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$59M
Net Income$9M
Employer EIN311447726
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio State University Physicians, Inc.)

$160M$180M$200M$220M$240M$260M 202220232024 $175M $242M â–˛ +37.9%
Total plan assets by year, all Ohio State University Physicians, Inc. plans on file
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.

Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants

Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Ohio State Universit…Cleveland Clinic Sav…Ohiohealth Retiremen…University Hospitals…Faculty and Key Admi…Children's Hospital …
Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan assets move in 2024?
Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan grew sharply - up 17.7% during 2024, from $50M to $59M. Reported net income was $9M.
How have Ohio State University Physicians, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ohio State University Physicians, Inc.'s sponsor-wide assets grew 37.9%, from $175M to $242M.
Where does Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan rank by assets among Form 5500 filers?
Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Seneca Family of Agencies 403(b) Retirement Plan in CA ($59M, 1,515 participants).

Next read for Ohio State University Physicians, Inc. 4…

Filing takeaways

Ways to act on Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan's numbers.