Profit Sharing · DOL Form 5500 · 2023

The Center for Individual & Family Services Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
418
Participants Below avg headcount
49th
Percentile by assets National rank
$15,359
Avg per participant Low balance/head
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Official DOL plan name: The Center Retirement Plan · Sponsored by The Center for Individual & Family Services · Ohio · Healthcare & Social Assistance

$6M in assets, 418 participants

The Center for Individual & Family Services's The Center Retirement Plan reported $6M in total assets and 418 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,609 in Healthcare & Social Assistance (17,684 peers)

The Center for Individual & Family Services multi-year trail

The Center for Individual & Family Services's plans moved +26.3% in assets from 2022 to 2024; this filing shows The Center Retirement Plan at $6M / 418 participants.

#9,609
in Healthcare & Social Assistance (17,684 peers)
+14.2%
assets growth YoY

The Center Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Center Retirement Plan vs every filed plan by assets

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

$6,420,262 49th percentile higher than 49% 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

The Center Retirement 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. The Center Retirement Plan sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Center Retirement Plan reported net income rose from -$987K in the plan year 2022 filing to $796K in the plan year 2023 filing.
  • The Center Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341190641 · The Center for Individual & Family Services PY 2023 · Profit Sharing

The Center Retirement Plan · $6M · 418 · 49th

  • PCT $6M
  • PCT 418
  • PCT 49th
  • PCT Profit Sharing
  • PCT near Psp of Philatelics & Numismatics of Georgia
  • PCT ind #9609

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 →

The Center Retirement Plan in the asset neighbourhood

Kari Corporation Profit Sharing PlanKari Corporation Profit Shar…$6MWilliams & Williams Retirement PlanWilliams & Williams Retireme…$6MThe Center Retirement Plan$6MPsp of Philatelics & Numismatics of GeorgiaPsp of Philatelics & Numisma…$6MPm Angels, Inc. Retirement PlanPm Angels, Inc. Retirement P…$6M
End-of-year total assets ($M) among The Center Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Center for Individual & Family Services multi-year asset trail

Sponsor-wide plan assets over time

All The Center for Individual & Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$7M 26.320584756473565% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.62M $7.1M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 414 $6M
2023 1 418 $6M
2024 1 391 $7M

The Center for Individual & Family Services filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$796K
Employer EIN341190641
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

The Center 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 ($B) Participants The Center Retirement Plan, Total assets ($B): 0.006420262 · Participants: 418The Center Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
The Center Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare The Center Retirement Plan side-by-side with 3 peers →

The Center Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Psp of Philatelics & Numismatics of Georgia in GA ($6M); by covered participants it is Healthtexas Medical Group 401(k) Profit Sharing Plan in TX (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (418 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 The Center Retirement Plan assets move in 2023? ▼
The Center Retirement Plan grew at a solid clip - up 14.2% during 2023, from $6M to $6M. Reported net income was $796K.
How have The Center for Individual & Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Center for Individual & Family Services's sponsor-wide assets grew 26.3%, from $6M to $7M.
Which Profit Sharing plans are similar in size to The Center Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Psp of Philatelics & Numismatics of Georgia in GA ($6M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to The Center Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Healthtexas Medical Group 401(k) Profit Sharing Plan in TX (418 participants, $38M 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 341190641.

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.