Profit Sharing · DOL Form 5500 · 2024

The Center for Individual & Family Services Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
391
Participants Below avg headcount
49th
Percentile by assets National rank
$18,169
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

$7M in assets, 391 participants

The Center for Individual & Family Services's The Center Retirement Plan reported $7M in total assets and 391 participants in its 2024 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.

  • #9,021 in Healthcare & Social Assistance (16,916 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 $7M / 391 participants.

#9,021
in Healthcare & Social Assistance (16,916 peers)
+10.7%
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 2024 · DOL Form 5500

$7,104,204 49th percentile higher than 49% 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

The Center 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. The Center Retirement Plan sits mid-pack in the medium band (391 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Center Retirement Plan reported net income fell from $796K in the plan year 2023 filing to $684K in the plan year 2024 filing.
  • The Center Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • The Center Retirement Plan reported participants fell from 418 in the plan year 2023 filing to 391 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 341190641 · The Center for Individual & Family Services PY 2024 · Profit Sharing

The Center Retirement Plan · $7M · 391 · 49th

  • VS-ST $7M
  • BOY 391
  • SCH 49th
  • EBSA Profit Sharing
  • PART near K. Mccaffrey, LLC Profit Sharing Plan
  • TYPE ind #9021

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

Quetico, LLC Profit Sharing PlanQuetico, LLC Profit Sharing …$7MJose a. Alonso Alonso Retirement PlanJose a. Alonso Alonso Retire…$7MThe Center Retirement Plan$7MK. Mccaffrey, LLC Profit Sharing PlanK. Mccaffrey, LLC Profit Sha…$7MWichita Pediatric Associates, P.a. Integrated Profit Sharing PlanWichita Pediatric Associates…$7M
End-of-year total assets ($M) among The Center Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$684K
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): 0.007104204 · Participants: 391The Center 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
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 K. Mccaffrey, LLC Profit Sharing Plan in AZ ($7M); by covered participants it is Local 840 IBEW Annuity Fund in NY (390 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (391 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 The Center Retirement Plan assets move in 2024? ▼
The Center Retirement Plan grew at a solid clip - up 10.7% during 2024, from $6M to $7M. Reported net income was $684K.
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 K. Mccaffrey, LLC Profit Sharing Plan in AZ ($7M, 4 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 Local 840 IBEW Annuity Fund in NY (390 participants, $16M 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 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.