Profit Sharing · DOL Form 5500 · 2024

Wesleyan Senior Living Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
331
Participants Below avg headcount
31st
Percentile by assets National rank
$7,207
Avg per participant Low balance/head
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Official DOL plan name: Wesleyan Senior Living Et Al Retirement Plan · Sponsored by Wesleyan Senior Living · Ohio · Healthcare & Social Assistance

$2M in assets, 331 participants

Wesleyan Senior Living's Wesleyan Senior Living Et Al Retirement Plan reported $2M in total assets and 331 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,122 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Wesleyan Senior Living Et Al Retirement Plan covers 331 participants in Ohio, about 43% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#5,122
in Healthcare & Social Assistance (16,916 peers)
-11.4%
assets change YoY

The plan reported a net loss of $307K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wesleyan Senior Living Et Al Retirement Plan among the smaller filed plans by assets

Wesleyan Senior Living Et Al Retirement Plan vs every filed plan by assets

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

$2,385,602 31st percentile higher than 31% 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

Wesleyan Senior Living Et Al Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wesleyan Senior Living Et Al Retirement Plan sits mid-pack in the medium band (331 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wesleyan Senior Living Et Al Retirement Plan reported net income fell from $65K in the plan year 2023 filing to -$307K in the plan year 2024 filing.
  • Wesleyan Senior Living Et Al Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wesleyan Senior Living Et Al Retirement Plan reported participants fell from 337 in the plan year 2023 filing to 331 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 340714611 · Wesleyan Senior Living PY 2024 · Profit Sharing

Wesleyan Senior Living Et Al Retirement Plan · $2M · 331 · 31st

  • IND $2M
  • EOY 331
  • 5500 31st
  • ASSETS Profit Sharing
  • PCT near Reitan Law Office Profit Sharing Plan
  • EIN ind #5122

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 →

Wesleyan Senior Living Et Al Retirement Plan in the asset neighbourhood

Wesleyan Senior Living Et Al Retirement PlanWesleyan Senior Living Et Al…$2MJudith L. Deangelis Profit Sharing Plan & TrustJudith L. Deangelis Profit S…$2MReitan Law Office Profit Sharing PlanReitan Law Office Profit Sha…$2MChandra K. Khasgiwala, M.D. Profit Sharing PlanChandra K. Khasgiwala, M.D. …$2MEb21 Inc. Retirement Plan$2M
End-of-year total assets ($M) among Wesleyan Senior Living Et Al Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$307K
Employer EIN340714611
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesleyan Senior Living)

Sponsor-wide plan assets over time

All Wesleyan Senior Living plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.403552099577333% vs 2023
2024 filing year
$2.3M$2.4M$2.5M$2.6M$2.7M$2.8M 20232024 $2.69M $2.39M ▼ -11.2%
Year Plans Participants Total Assets
2023 1 337 $3M
2024 1 331 $2M

Nearby Profit Sharing Plans in Ohio

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

Wesleyan Senior Living Et Al Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Wesleyan Senior Living Et Al Retirement Plan, Total assets ($B): 0.002385602 · Participants: 331Wesleyan Senior Living Et Al Retirement 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
Wesleyan Senior Living Et Al Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Wesleyan Senior Living Et Al Retirement Plan side-by-side with 3 peers →

Wesleyan Senior Living Et Al Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Reitan Law Office Profit Sharing Plan in MN ($2M); by covered participants it is Plumbers and Steamfitters Local Union No. 538 Annuity Fund in TN (331 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (331 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 Wesleyan Senior Living Et Al Retirement Plan assets move in 2024? ▼
Wesleyan Senior Living Et Al Retirement Plan pulled back noticeably - down 11.4% during 2024, from $3M to $2M. Reported net income was -$307K.
How have Wesleyan Senior Living plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Wesleyan Senior Living's sponsor-wide assets declined 11.4%, from $3M to $2M.
Which Profit Sharing plans are similar in size to Wesleyan Senior Living Et Al Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Reitan Law Office Profit Sharing Plan in MN ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Wesleyan Senior Living Et Al Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plumbers and Steamfitters Local Union No. 538 Annuity Fund in TN (331 participants, $4M 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 340714611.

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.