Profit Sharing · DOL Form 5500 · 2024

Allwell Behavioral Health Services Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
185
Participants Below avg headcount
43rd
Percentile by assets National rank
$28,138
Avg per participant Low balance/head
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Official DOL plan name: Allwell Behavioral Health Services Gain Sharing Plan · Sponsored by Allwell Behavioral Health Services · Ohio · Healthcare & Social Assistance

$5M in assets, 185 participants

Allwell Behavioral Health Services's Allwell Behavioral Health Services Gain Sharing Plan reported $5M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,773 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Allwell Behavioral Health Services Gain Sharing Plan covers 185 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#7,773
in Healthcare & Social Assistance (16,916 peers)
+3.1%
assets growth YoY

Allwell Behavioral Health Services Gain Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Allwell Behavioral Health Services Gain Sharing Plan vs every filed plan by assets

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

$5,205,515 43rd percentile higher than 43% 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

Allwell Behavioral Health Services Gain Sharing 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. Allwell Behavioral Health Services Gain Sharing Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allwell Behavioral Health Services Gain Sharing Plan reported net income rose from $41K in the plan year 2023 filing to $155K in the plan year 2024 filing.
  • Allwell Behavioral Health Services Gain Sharing Plan reported participants fell from 229 in the plan year 2023 filing to 185 in the plan year 2024 filing.
  • Allwell Behavioral Health Services Gain Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 310642653 · Allwell Behavioral Health Services PY 2024 · Profit Sharing

Allwell Behavioral Health Services Gain Sharing Plan · $5M · 185 · 43rd

  • PART $5M
  • TYPE 185
  • NET 43rd
  • BOOK Profit Sharing
  • VS-ST near Dozier Law Firm Profit Sharing Plan
  • BOY ind #7773

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 →

Allwell Behavioral Health Services Gain Sharing Plan in the asset neighbourhood

Allwell Behavioral Health Services Gain Sharing PlanAllwell Behavioral Health Se…$5MDozier Law Firm Profit Sharing PlanDozier Law Firm Profit Shari…$5MMillbrooke Inc. Retirement PlanMillbrooke Inc. Retirement P…$5MRex E. Harrison, Dmd, PA Profit Sharing PlanRex E. Harrison, Dmd, PA Pro…$5MJewish Family Service 403b Tax Deferred Annuity PlanJewish Family Service 403b T…$5M
End-of-year total assets ($M) among Allwell Behavioral Health Services Gain Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$155K
Employer EIN310642653
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allwell Behavioral Health Services)

Sponsor-wide plan assets over time

All Allwell Behavioral Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$5M 3.912658124247681% vs 2022
2024 filing year
$4.9M$5M$5.1M$5.2M$5.3M 202220232024 $5.01M $5.21M ▲ +4.0%
Year Plans Participants Total Assets
2022 1 189 $5M
2023 1 229 $5M
2024 1 185 $5M

Nearby Profit Sharing Plans in Ohio

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

Allwell Behavioral Health Services Gain Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Allwell Behavioral Health Services Gain Sharing Plan, Total assets ($B): 0.005205515 · Participants: 185Allwell Behavioral Health Services Gain Sharing 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
Allwell Behavioral Health Services Gain Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Allwell Behavioral Health Services Gain Sharing Plan side-by-side with 3 peers →

Allwell Behavioral Health Services Gain Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Dozier Law Firm Profit Sharing Plan in GA ($5M); by covered participants it is National Telecommuting Institute, Inc. Retirement Plan in MA (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Allwell Behavioral Health Services Gain Sharing Plan assets move in 2024? ▼
Allwell Behavioral Health Services Gain Sharing Plan edged up modestly - up 3.1% during 2024, from $5M to $5M. Reported net income was $155K.
How have Allwell Behavioral Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allwell Behavioral Health Services's sponsor-wide assets grew 3.9%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Allwell Behavioral Health Services Gain Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dozier Law Firm Profit Sharing Plan in GA ($5M, 25 participants).
Which Profit Sharing plans cover a similar participant headcount to Allwell Behavioral Health Services Gain Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is National Telecommuting Institute, Inc. Retirement Plan in MA (185 participants, $3M 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 310642653.

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.