Ohio Living retirement plans

Ohio Living, Westerville, OH. EIN 34-4429863. Annual reports 2009–2024. Also filed as Ohio Presbyterian Retirement Services.

Ohio Living has one active retirement plan on file, the Ohio Living 403(b) Plan, with 4,129 participants and $72.5 million in assets in 2024. Voya is its recordkeeper. No traditional pension plan appears in Ohio Living's filings since 2009.

Active plans: 1
Participants: 4,129
Plan assets: $72.5 million
401(k) recordkeeper: Voya
Plans on file: 1
Industry: Health care

The plan

Ohio Living 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 34-4429863
Participants (2024): 4,129
Net assets (2024): $72.5 million
Recordkeeper: VoyaEarlier: Valic Retirement Services (2016–2023), ING (2013–2015), Valic Retirement Services (2012), Nationwide (2011), Valic Retirement Services (2010), Nationwide (2009)
Plan administrator: Ohio Living
9200 Worthington Road, Suite 300
Westerville, OH 43082
(614) 888-7800As filed for 2024
In effect since: January 1, 1990

Earlier sponsor: Ohio Presbyterian Retirement Services (2009–2015).

Earlier plan names: Ohio Presbyterian Retirement Services 403(b) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,129	$72.5 million	Voya
2023	5,046	$70.7 million	Valic Retirement Services
2022	4,461	$64.0 million	Valic Retirement Services
2021	6,228	$82.2 million	Valic Retirement Services
2020	8,980	$77.5 million	Valic Retirement Services
2019	8,033	$71.7 million	Valic Retirement Services
2018	7,268	$64.1 million	Valic Retirement Services
2017	6,541	$67.4 million	Valic Retirement Services
2016	5,761	$58.1 million	Valic Retirement Services
2015	4,780	$55.1 million	ING
2014	4,114	$55.2 million	ING
2013	3,933	$53.3 million	ING
2012	3,934	$46.5 million	Valic Retirement Services
2011	3,905	$43.2 million	Nationwide
2010	3,741	$42.9 million	Valic Retirement Services
2009	3,624	$38.1 million	Nationwide

If you had money in one of these plans

Call Voya (voya.com), which runs the Ohio Living 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((614) 888-7800). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Ohio Living 403(b) Plan

If you had money in one of these plans

What these numbers are

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