Defined Benefit (Pension) · DOL Form 5500 · 2024

Diocese of Youngstown Pension Plan

Data updated 2026-08-25

$355K
Total assets Small plan by assets
209
Participants Below avg headcount
15th
Percentile by assets National rank
$1,698
Avg per participant Low balance/head
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Official DOL plan name: Diocese of Youngstown Retirement Income Plan · Sponsored by Diocese of Youngstown · Ohio · Other Services

$355K in assets, 209 participants

Diocese of Youngstown's Diocese of Youngstown Retirement Income Plan reported $355K in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,472 in Other Services (7,719 peers)

Coverage in Ohio

Diocese of Youngstown Retirement Income Plan covers 209 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $355K.

#2,472
in Other Services (7,719 peers)
-99.5%
assets change YoY

The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Diocese of Youngstown Retirement Income Plan among the smaller filed plans by assets

Diocese of Youngstown Retirement Income Plan vs every filed plan by assets

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

$354,786 15th percentile higher than 15% 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

Diocese of Youngstown Retirement Income 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. Diocese of Youngstown Retirement Income Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Diocese of Youngstown Retirement Income Plan reported net income fell from -$3M in the plan year 2023 filing to -$66M in the plan year 2024 filing.
  • Diocese of Youngstown Retirement Income Plan end-of-year assets fell from $66M in the plan year 2023 filing to $355K in the plan year 2024 filing.
  • Diocese of Youngstown Retirement Income Plan reported participants fell from 230 in the plan year 2023 filing to 209 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 340714655 · Diocese of Youngstown PY 2024 · Defined Benefit (Pension)

Diocese of Youngstown Retirement Income Plan · $355K · 209 · 15th

  • EIN $355K
  • RANK 209
  • PHOTO 15th
  • IND Defined Benefit (Pension)
  • EOY near The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan
  • 5500 ind #2472

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 Other Services retirement plans → · Plans in Ohio →

Diocese of Youngstown Retirement Income Plan in the asset neighbourhood

Compass Workforce Solutions, LLC Cash Balance PlanCompass Workforce Solutions,…$369KKelly Underwriting Services, LLC Cash Balance PlanKelly Underwriting Services,…$370KDiocese of Youngstown Retirement Income PlanDiocese of Youngstown Retire…$355KThe Eisenberg Group, a. C. Cpas Cash Balance Pension PlanThe Eisenberg Group, a. C. C…$346KCore Development Company, LLC Defined Benefit Pension PlanCore Development Company, LL…$340K
End-of-year total assets ($M) among Diocese of Youngstown Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$355K
Net Income-$66M
Employer EIN340714655
Plan Effective Date1966-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Diocese of Youngstown)

Sponsor-wide plan assets over time

All Diocese of Youngstown plans reported in each filing year

Latest sponsor-wide plan assets
$355K 99.48694328311615% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $69.2M $0.35M ▼ -99.5%
Year Plans Participants Total Assets
2022 1 252 $69M
2023 1 230 $66M
2024 1 209 $355K

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Diocese of Youngstown Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Diocese of Youngstown Retirement Income Plan, Total assets ($B): 0.000354786 · Participants: 209Diocese of Youngstown Retirement Income PlanGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Diocese of Youngstown Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Diocese of Youngstown Retirement Income Plan side-by-side with 3 peers →

Diocese of Youngstown Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan in CA ($346K); by covered participants it is Kerry Inc. Employees Retirement Plan in WI (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Diocese of Youngstown Retirement Income Plan assets move in 2024? ▼
Diocese of Youngstown Retirement Income Plan contracted severely - down 99.5% during 2024, from $66M to $355K. Reported net income was -$66M.
How have Diocese of Youngstown plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Diocese of Youngstown's sponsor-wide assets declined 99.5%, from $69M to $355K.
Where does Diocese of Youngstown Retirement Income Plan rank by assets among Form 5500 filers? ▼
Diocese of Youngstown Retirement Income Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Diocese of Youngstown Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan in CA ($346K, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Diocese of Youngstown Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kerry Inc. Employees Retirement Plan in WI (209 participants, $68M 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 340714655.

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.