Money Purchase · DOL Form 5500 · 2024
Office & Professional Employees Local 98 Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 8
- Participants
- 34th
- Percentile by assets
- $372,939
- Avg per participant
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.
- 34th percentile by assets (of 123,622 plans)
- #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.
- $3M
- total plan assets (2024 EOY)
- 8
- covered participants
- 34th
- percentile by assets (of 123,622 plans)
- $372,939
- avg assets per participant
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.
Rank #2,503 in Administrative & Support Services
Among 4,368 Administrative & Support Services plans that filed a Form 5500 for plan year 2024, Office & Professional Employees Local #98 Pension Plan ranks #2,503 by end-of-year assets - about 967% of the sector average of $29M. Nationally it sits in the 34th percentile, a stronger position within its industry than across all filers.
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)
| 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.
Office & Professional Employees Local #98 Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Office & Professional Employees Local #98 Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Office & Professional Employees Local #98 Pension Plan assets move in 2024? ▼
How have Office & Professional Employees Local 98 plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Office & Professional Employees Local #98 Pension Plan? ▼
Next read for Office & Professional Employees Local #9…
Filing takeaways
Ways to act on Office & Professional Employees Local #98 Pension Plan's numbers.
- By total assets, Office & Professional Employees Local #98 Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- Office & Professional Employees Local 98's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Administrative & Support Services plans