Money Purchase · DOL Form 5500 · 2024
Office & Professional Employees Local 98 Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $372,939
- Avg per participant High balance/head
Official DOL plan name: Office & Professional Employees Local #98 Pension Plan · Sponsored by Office & Professional Employees Local 98 · Ohio · Administrative & Support Services
$3M in assets, 8 participants
Office & Professional Employees Local 98's Office & Professional Employees Local #98 Pension Plan reported $3M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #2,503 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Office & Professional Employees Local #98 Pension Plan ranks #2,503 of 4,368 2024 filers by assets (967% of the sector average)-$3M for 8 participants.
- #2,503
- in Administrative & Support Services (4,368 peers)
- +7.3%
- assets growth YoY
Office & Professional Employees Local #98 Pension Plan's mid-pack asset rank among Administrative & Support Services and all filers
Office & Professional Employees Local #98 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,983,512 34th percentile higher than 34% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Office & Professional Employees Local #98 Pension Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Office & Professional Employees Local #98 Pension Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Office & Professional Employees Local #98 Pension Plan reported net income fell from $490K in the plan year 2023 filing to $202K in the plan year 2024 filing.
- Office & Professional Employees Local #98 Pension Plan reported participants fell from 15 in the plan year 2023 filing to 8 in the plan year 2024 filing.
- Office & Professional Employees Local #98 Pension Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 310627557 · Office & Professional Employees Local 98 PY 2024 · Money Purchase
Office & Professional Employees Local #98 Pension Plan · $3M · 8 · 34th
- PCT $3M
- EIN 8
- RANK 34th
- PHOTO Money Purchase
- IND near University of Maryland Psychiatry Associates, P.a. Money Purchase Plan and Trust
- EOY ind #2503
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 Administrative & Support Services retirement plans → · Plans in Ohio →
Office & Professional Employees Local #98 Pension Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $202K |
| Employer EIN | 310627557 |
| Plan Effective Date | 1970-11-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Office & Professional Employees Local 98)
Sponsor-wide plan assets over time
All Office & Professional Employees Local 98 plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 30.222951621069537% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $2M |
| 2023 | 1 | 15 | $3M |
| 2024 | 1 | 8 | $3M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.7B · 47,538
- The Cleveland Clinic Foundation Cash Balance Plan $1.6B · 4,957
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $533M · 7,205
- University of Dayton Defined Contribution Retirement Plan $382M · 3,130
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $376M · 2,118
Office & Professional Employees Local #98 Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is University of Maryland Psychiatry Associates, P.a. Money Purchase Plan and Trust in MD ($3M); by covered participants it is Kappa North America, Inc. Money Purchase Pension in TX (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.