Other · DOL Form 5500 · 2024

Ashtabula County Community Action Agency Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
156
Participants Small participant base
38th
Percentile by assets National rank
$25,794
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Ashtabula County Community Action Agency · Sponsored by Ashtabula County Community Action Agency · Ohio · Healthcare & Social Assistance

$4M in assets, 156 participants

Ashtabula County Community Action Agency's 403(b) Thrift Plan of Ashtabula County Community Action Agency reported $4M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,773 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

403(b) Thrift Plan of Ashtabula County Community Action Agency covers 156 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#6,773
in Healthcare & Social Assistance (16,916 peers)
-0.4%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Ashtabula County Community Action Agency's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Ashtabula County Community Action Agency vs every filed plan by assets

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

$4,023,894 38th percentile higher than 38% 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

403(b) Thrift Plan of Ashtabula County Community Action Agency 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. 403(b) Thrift Plan of Ashtabula County Community Action Agency sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of Ashtabula County Community Action Agency reported net income fell from $661K in the plan year 2023 filing to -$17K in the plan year 2024 filing.
  • 403(b) Thrift Plan of Ashtabula County Community Action Agency reported participants rose from 146 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 341059824 · Ashtabula County Community Action Agency PY 2024 · Other

403(b) Thrift Plan of Ashtabula County Community Action Agency · $4M · 156 · 38th

  • ASSETS $4M
  • PCT 156
  • EIN 38th
  • RANK Other
  • PHOTO near Three Square 403(b) Plan
  • IND ind #6773

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 →

403(b) Thrift Plan of Ashtabula County Community Action Agency in the asset neighbourhood

Three Square 403(b) Plan$4MGalloway Ridge 403(b) Plan$4M403(b) Thrift Plan of Missouri Valley Community Action Agency403(b) Thrift Plan of Missou…$4M403(b) Thrift Plan of Ashtabula County Community Action Agency403(b) Thrift Plan of Ashtab…$4MPresbyterian Hospitality House, Inc.Presbyterian Hospitality Hou…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan of Ashtabula County Community Action Agency and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$17K
Employer EIN341059824
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ashtabula County Community Action Agency)

Sponsor-wide plan assets over time

All Ashtabula County Community Action Agency plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.057902898384775% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.38M $4.02M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 119 $3M
2023 1 146 $4M
2024 1 156 $4M

Nearby Other Plans in Ohio

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

403(b) Thrift Plan of Ashtabula County Community Action Agency vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants 403(b) Thrift Plan of Ashtabula County Community Action Agency, Total assets ($B): 0.004023894 · Participants: 156403(b) Thrift Plan of Ashtabula County Community Action AgencyCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
403(b) Thrift Plan of Ashtabula County Community Action Agency vs. nearby Other plans in Ohio, assets vs. participants

403(b) Thrift Plan of Ashtabula County Community Action Agency's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Three Square 403(b) Plan in NV ($4M); by covered participants it is Mayfield Senior School 403 (B) Plan in CA (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 403(b) Thrift Plan of Ashtabula County Community Action Agency assets move in 2024?
403(b) Thrift Plan of Ashtabula County Community Action Agency held essentially flat - down 0.4% during 2024, from $4M to $4M. Reported net income was -$17K.
How have Ashtabula County Community Action Agency plan assets changed over time?
Across 3 plan years on file (2022-2024), Ashtabula County Community Action Agency's sponsor-wide assets grew 19.1%, from $3M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan of Ashtabula County Community Action Agency?
Among Other plans in other states, the closest by assets is Three Square 403(b) Plan in NV ($4M, 97 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Ashtabula County Community Action Agency?
Among Other plans in other states, the closest by covered participants is Mayfield Senior School 403 (B) Plan in CA (156 participants, $17M in assets).