401(k) · DOL Form 5500 · 2023

Positive Education Program 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
203
Participants Below avg headcount
57th
Percentile by assets National rank
$46,916
Avg per participant Low balance/head
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Official DOL plan name: Positive Education Program Retirement Savings Plan · Sponsored by Positive Education Program · Ohio · Healthcare & Social Assistance

$10M in assets, 203 participants

Positive Education Program's Positive Education Program Retirement Savings Plan reported $10M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,169 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Positive Education Program Retirement Savings Plan covers 203 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $10M.

#11,169
in Healthcare & Social Assistance (17,684 peers)
+13.3%
assets growth YoY

Positive Education Program Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Positive Education Program Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,523,960 Top 43% higher than 57% of 127,068 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 2023

Positive Education Program Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Positive Education Program Retirement Savings Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Positive Education Program Retirement Savings Plan reported net income rose from $810K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Positive Education Program Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Positive Education Program Retirement Savings Plan reported participants rose from 197 in the plan year 2022 filing to 203 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341127919 · Positive Education Program PY 2023 · 401(k)

Positive Education Program Retirement Savings Plan · $10M · 203 · 57th

  • SCH $10M
  • SCH 203
  • SCH 57th
  • SCH 401(k)
  • SCH near Sumco Eco-Contracting 401(k) Plan
  • SCH ind #11169

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 →

Positive Education Program Retirement Savings Plan in the asset neighbourhood

Positive Education Program Retirement Savings PlanPositive Education Program R…$10MSumco Eco-Contracting 401(k) PlanSumco Eco-Contracting 401(k)…$10MArmada Parent, Inc 401(k)$10MDiamond Residential Mortgage Corporation 401(k) PlanDiamond Residential Mortgage…$10MUsherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing PlanUsherwood Business Equipment…$10M
End-of-year total assets ($M) among Positive Education Program Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN341127919
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Positive Education Program)

Sponsor-wide plan assets over time

All Positive Education Program plans reported in each filing year

Latest sponsor-wide plan assets
$10M 19.90354994255102% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.41M $10.1M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 197 $8M
2023 1 203 $10M
2024 1 221 $10M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Positive Education Program Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Positive Education Program Retirement Savings Plan, Total assets ($B): 0.00952396 · Participants: 203Positive Education Program Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Positive Education Program Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Positive Education Program Retirement Savings Plan side-by-side with 3 peers →

Positive Education Program Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sumco Eco-Contracting 401(k) Plan in MA ($10M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Positive Education Program Retirement Savings Plan assets move in 2023? ▼
Positive Education Program Retirement Savings Plan grew at a solid clip - up 13.3% during 2023, from $8M to $10M. Reported net income was $1M.
How have Positive Education Program plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Positive Education Program's sponsor-wide assets grew 19.9%, from $8M to $10M.
Which 401(k) plans are similar in size to Positive Education Program Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sumco Eco-Contracting 401(k) Plan in MA ($10M, 66 participants).
Which 401(k) plans cover a similar participant headcount to Positive Education Program Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341127919.

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.