Retirement plan

OHIO INSURANCE INSTITUTE 401(K) PROFIT SHARING PLAN

Name: OHIO INSURANCE INSTITUTE - OHIO INSURANCE INSTITUTE 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: OHIO INSURANCE INSTITUTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OHIO INSURANCE INSTITUTE 401(K) PROFIT SHARING PLAN, OHIO INSURANCE INSTITUTE

OHIO INSURANCE INSTITUTEEIN 31-4373065Plan #002PY 2025

172 E. STATE STREET, SUITE 201 - COLUMBUS, OH 432154321614-228-1593ohioinsurance.orgLinkedIn1-10 employeesinsurance

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.6M

+20.5% from 2024

Total participants

0.0% from 2024

Average account balance

$275,813

+29.7% from 2024

Annual return

15.64%

+4.29 pp from 2024

Benchmarks

See 12,996 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort12,996 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.59M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$276K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

162.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$152K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.64%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1954

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$25K

$3175 / participant

Other / not subdivided$25K100.0%

% of EOY assets

0.708%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$275,813

$227,291+21.3%

$214,702+28.5%

$155,188+77.7%

Participation rate

87.5%

88.0%-0.5pp

87.5%0pp

80.8%+6.7pp

Annual return

15.64%

60.08%-44.4pp

54.55%-38.9pp

148.84%-133.2pp

Employer contribution / active EE

$8,920

$6,772+31.7%

$6,461+38.1%

$4,248+110.0%

Participant deferral / active EE

$10,141

$9,582+5.8%

$9,147+10.9%

$6,531+55.3%

Admin fee / account holder

$1,954

$20,413-90.4%

$19,830-90.1%

$14,480-86.5%

OHIO INSURANCE INSTITUTE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OHIO INSURANCE INSTITUTE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion