Other · DOL Form 5500 · 2024

Murtis Taylor Human Services System Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
200
Participants Below avg headcount
50th
Percentile by assets National rank
$37,520
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Murtis Taylor Human Services System · Sponsored by Murtis Taylor Human Services System · Ohio · Healthcare & Social Assistance

$8M in assets, 200 participants

Murtis Taylor Human Services System's 403(b) Thrift Plan for Murtis Taylor Human Services System reported $8M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,218 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

403(b) Thrift Plan for Murtis Taylor Human Services System covers 200 participants in Ohio, about 26% of the average Ohio filer (state average ~765 per filing). Assets: $8M.

#9,218
in Healthcare & Social Assistance (16,916 peers)
+4.4%
assets growth YoY

403(b) Thrift Plan for Murtis Taylor Human Services System's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Murtis Taylor Human Services System vs every filed plan by assets

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

$7,504,079 Top 50% higher than 50% 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 for Murtis Taylor Human Services System 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 for Murtis Taylor Human Services System sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Murtis Taylor Human Services System reported net income fell from $708K in the plan year 2023 filing to $313K in the plan year 2024 filing.
  • 403(b) Thrift Plan for Murtis Taylor Human Services System end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Murtis Taylor Human Services System reported participants rose from 193 in the plan year 2023 filing to 200 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 237158458 · Murtis Taylor Human Services System PY 2024 · Other

403(b) Thrift Plan for Murtis Taylor Human Services System · $8M · 200 · 50th

  • SCH $8M
  • EBSA 200
  • PART 50th
  • TYPE Other
  • NET near Expanded Schools Retirement Plan
  • BOOK ind #9218

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 for Murtis Taylor Human Services System in the asset neighbourhood

403(b) Thrift Plan for Murtis Taylor Human Services System403(b) Thrift Plan for Murti…$8MExpanded Schools Retirement PlanExpanded Schools Retirement …$8MHouse of Ruth Retirement and Employee Savings PlanHouse of Ruth Retirement and…$7MOak Spring Garden, LLC 403(b) PlanOak Spring Garden, LLC 403(b…$7MFellowship Health Resources, Inc. 403(b) PlanFellowship Health Resources,…$7M
End-of-year total assets ($M) among 403(b) Thrift Plan for Murtis Taylor Human Services System and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$313K
Employer EIN237158458
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Murtis Taylor Human Services System)

Sponsor-wide plan assets over time

All Murtis Taylor Human Services System plans reported in each filing year

Latest sponsor-wide plan assets
$8M 15.748064895974373% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.48M $7.5M ▲ +15.7%
Year Plans Participants Total Assets
2022 1 209 $6M
2023 1 193 $7M
2024 1 200 $8M

Nearby Other Plans in Ohio

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

403(b) Thrift Plan for Murtis Taylor Human Services System vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants 403(b) Thrift Plan for Murtis Taylor Human Services System, Total assets ($B): 0.007504079 · Participants: 200403(b) Thrift Plan for Murtis Taylor Human Services SystemCleveland 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 for Murtis Taylor Human Services System vs. nearby Other plans in Ohio, assets vs. participants
Compare 403(b) Thrift Plan for Murtis Taylor Human Services System side-by-side with 3 peers →

403(b) Thrift Plan for Murtis Taylor Human Services System's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Expanded Schools Retirement Plan in NY ($8M); by covered participants it is Penney Retirement Community 403(b) Plan in FL (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 for Murtis Taylor Human Services System assets move in 2024? ▼
403(b) Thrift Plan for Murtis Taylor Human Services System edged up modestly - up 4.4% during 2024, from $7M to $8M. Reported net income was $313K.
How have Murtis Taylor Human Services System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Murtis Taylor Human Services System's sponsor-wide assets grew 15.7%, from $6M to $8M.
Which Other plans are similar in size to 403(b) Thrift Plan for Murtis Taylor Human Services System? ▼
Among Other plans in other states, the closest by assets is Expanded Schools Retirement Plan in NY ($8M, 49 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Murtis Taylor Human Services System? ▼
Among Other plans in other states, the closest by covered participants is Penney Retirement Community 403(b) Plan in FL (200 participants, $5M 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 237158458.

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.