Money Purchase · DOL Form 5500 · 2024

Council on Aging of Southwestern Ohio, Inc. Money Purchase Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
316
Participants Below avg headcount
71st
Percentile by assets National rank
$67,232
Avg per participant Below avg balance/head
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Official DOL plan name: Council on Aging of Southwestern Ohio, Inc. Retirement Plan · Sponsored by Council on Aging of Southwestern Ohio, Inc. · Ohio · Other Services

$21M in assets, 316 participants

Council on Aging of Southwestern Ohio, Inc.'s Council on Aging of Southwestern Ohio, Inc. Retirement Plan reported $21M in total assets and 316 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,512 in Other Services (7,719 peers)

Coverage in Ohio

Council on Aging of Southwestern Ohio, Inc. Retirement Plan covers 316 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $21M.

#6,512
in Other Services (7,719 peers)
+12.8%
assets growth YoY

Council on Aging of Southwestern Ohio, Inc. Retirement Plan's outsized position by total assets

Council on Aging of Southwestern Ohio, Inc. Retirement Plan vs every filed plan by assets

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

$21,245,231 Top 29% higher than 71% 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

Council on Aging of Southwestern Ohio, Inc. 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. Council on Aging of Southwestern Ohio, Inc. Retirement Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Council on Aging of Southwestern Ohio, Inc. Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Council on Aging of Southwestern Ohio, Inc. Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Council on Aging of Southwestern Ohio, Inc. Retirement Plan reported participants rose from 297 in the plan year 2023 filing to 316 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 310807186 · Council on Aging of Southwestern Ohio, Inc. PY 2024 · Money Purchase

Council on Aging of Southwestern Ohio, Inc. Retirement Plan · $21M · 316 · 71st

  • 5500 $21M
  • ASSETS 316
  • PCT 71st
  • EIN Money Purchase
  • RANK near Hadassah Retirement Plan
  • PHOTO ind #6512

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 →

Council on Aging of Southwestern Ohio, Inc. Retirement Plan in the asset neighbourhood

Plumbers Local #63 Annuity PlanPlumbers Local #63 Annuity P…$21MCouncil on Aging of Southwestern Ohio, Inc. Retirement PlanCouncil on Aging of Southwes…$21MHadassah Retirement Plan$21MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$21MNational Trust for Historic Preservation Defined Contribution Pension PlanNational Trust for Historic …$21M
End-of-year total assets ($M) among Council on Aging of Southwestern Ohio, Inc. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN310807186
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Council on Aging of Southwestern Ohio, Inc.)

Sponsor-wide plan assets over time

All Council on Aging of Southwestern Ohio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 44.49081128004953% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $21.3M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 248 $15M
2023 1 297 $19M
2024 1 316 $21M

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Council on Aging of Southwestern Ohio, Inc. Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Council on Aging of Southwestern Ohio, Inc. Retirement Plan, Total assets ($B): 0.021245231 · Participants: 316Council on Aging of Southwestern Ohio, Inc. Retirement PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.717290657 · Participants: 47538The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.624051399 · Participants: 4957The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.533297563 · Participants: 7205Iron Workers District Council of So Oh & Vicinity Annuity TrustUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.382016647 · Participants: 3130University of Dayton Defined Contribution Retirement PlanNorthwestern Ohio Plumbers and Pipefitters Retirement and Trust, Total assets ($B): 0.375518141 · Participants: 2118Northwestern Ohio Plumbers and Pipefitters Retirement and Trust
Council on Aging of Southwestern Ohio, Inc. Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Council on Aging of Southwestern Ohio, Inc. Retirement Plan side-by-side with 3 peers →

Council on Aging of Southwestern Ohio, Inc. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Hadassah Retirement Plan in NY ($21M); by covered participants it is Miner Enterprises Pension Plan in IL (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Council on Aging of Southwestern Ohio, Inc. Retirement Plan assets move in 2024? ▼
Council on Aging of Southwestern Ohio, Inc. Retirement Plan grew at a solid clip - up 12.8% during 2024, from $19M to $21M. Reported net income was $2M.
How have Council on Aging of Southwestern Ohio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Council on Aging of Southwestern Ohio, Inc.'s sponsor-wide assets grew 44.5%, from $15M to $21M.
Which Money Purchase plans are similar in size to Council on Aging of Southwestern Ohio, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Hadassah Retirement Plan in NY ($21M, 207 participants).
Which Money Purchase plans cover a similar participant headcount to Council on Aging of Southwestern Ohio, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Miner Enterprises Pension Plan in IL (316 participants, $48M 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 310807186.

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.