Other · DOL Form 5500 · 2024

Ohio Heartland Community Action Commission Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
171
Participants Small participant base
38th
Percentile by assets National rank
$23,327
Avg per participant Low balance/head
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Official DOL plan name: Ohio Heartland Community Action Commission 403b Plan · Sponsored by Ohio Heartland Community Action Commission · Ohio · Educational Services

$4M in assets, 171 participants

Ohio Heartland Community Action Commission's Ohio Heartland Community Action Commission 403b Plan reported $4M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #878 in Educational Services (3,638 peers)

Coverage in Ohio

Ohio Heartland Community Action Commission 403b Plan covers 171 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#878
in Educational Services (3,638 peers)
+14.2%
assets growth YoY

Ohio Heartland Community Action Commission 403b Plan's mid-pack asset rank among Educational Services and all filers

Ohio Heartland Community Action Commission 403b Plan vs every filed plan by assets

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

$3,988,840 38th percentile higher than 38% 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

Ohio Heartland Community Action Commission 403b 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. Ohio Heartland Community Action Commission 403b Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ohio Heartland Community Action Commission 403b Plan reported net income rose from $308K in the plan year 2023 filing to $495K in the plan year 2024 filing.
  • Ohio Heartland Community Action Commission 403b Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Ohio Heartland Community Action Commission 403b Plan reported participants rose from 166 in the plan year 2023 filing to 171 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 340978820 · Ohio Heartland Community Action Commission PY 2024 · Other

Ohio Heartland Community Action Commission 403b Plan · $4M · 171 · 38th

  • TYPE $4M
  • TYPE 171
  • TYPE 38th
  • TYPE Other
  • TYPE near Western New York Independent Living Project Inc
  • TYPE ind #878

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 Educational Services retirement plans → · Plans in Ohio →

Ohio Heartland Community Action Commission 403b Plan in the asset neighbourhood

Ohio Heartland Community Action Commission 403b PlanOhio Heartland Community Act…$4MWestern New York Independent Living Project IncWestern New York Independent…$4MSt. Bernard Parish Hospital Retirement Savings PlanSt. Bernard Parish Hospital …$4MRainbow of Challenges, Inc. Retirement PlanRainbow of Challenges, Inc. …$4MWorkforce Resource Tax Sheltered Annuity PlanWorkforce Resource Tax Shelt…$4M
End-of-year total assets ($M) among Ohio Heartland Community Action Commission 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$495K
Employer EIN340978820
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Heartland Community Action Commission)

Sponsor-wide plan assets over time

All Ohio Heartland Community Action Commission plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.22096626495358% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.19M $3.99M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 164 $3M
2023 1 166 $3M
2024 1 171 $4M

Nearby Other Plans in Ohio

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

Ohio Heartland Community Action Commission 403b Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Ohio Heartland Community Action Commission 403b Plan, Total assets ($B): 0.00398884 · Participants: 171Ohio Heartland Community Action Commission 403b PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
Ohio Heartland Community Action Commission 403b Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Ohio Heartland Community Action Commission 403b Plan side-by-side with 3 peers →

Ohio Heartland Community Action Commission 403b Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Western New York Independent Living Project Inc in NY ($4M); by covered participants it is League School for Autism 403(b) Plan in MA (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Ohio Heartland Community Action Commission 403b Plan assets move in 2024? ▼
Ohio Heartland Community Action Commission 403b Plan grew at a solid clip - up 14.2% during 2024, from $3M to $4M. Reported net income was $495K.
How have Ohio Heartland Community Action Commission plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio Heartland Community Action Commission's sponsor-wide assets grew 25.2%, from $3M to $4M.
Which Other plans are similar in size to Ohio Heartland Community Action Commission 403b Plan? ▼
Among Other plans in other states, the closest by assets is Western New York Independent Living Project Inc in NY ($4M, 172 participants).
Which Other plans cover a similar participant headcount to Ohio Heartland Community Action Commission 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is League School for Autism 403(b) Plan in MA (171 participants, $10M 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 340978820.

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.