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Employer · plans filed under one EIN

Fulton County Health Center

Wauseon, OH · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$82.2Mnet assets across plans
1,757participant records1,485 active
$2.0Memployer contributions, latest plan years$1,326 per active record
$274KSchedule C compensation to organisations$155.91 per participant record

Fulton County Health Center, based in Wauseon, Ohio, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 1,757 participant records and $82.2M in net assets.

The largest is Fulton County Health Center Tax Deferred Annuity Plan, a 403(b) plan with 1,053 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $2.0M and participant contributions $3.2M in the latest plan years; benefits paid were $6.0M. Schedule C compensation reported to service provider organisations totalled $274K.

Combined net assets moved from $23.9M in 2009 to $82.2M in 2025 (up 244%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Fulton County Health Center Tax Deferred Annuity Plan403(b) plan20251,053$40.1M$38,102—$131K
Fulton County Health Center Employees' Pension Plan401(k) plan2025704$42.0M$59,724$3,510$143K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $23.9M2010: $27.1M2011: $29.4M2012: $33.5M2013: $39.3M2014: $42.2M2015: $43.6M2016: $47.0M2017: $52.8M2018: $50.5M2019: $55.1M2020: $57.0M2021: $63.3M2022: $52.2M2023: $61.0M2024: $72.0M2025: $82.2M$23.9M$82.2M200920122016202020242025
Combined net assets
2009: 1,7932010: 1,7592011: 1,7692012: 1,7362013: 1,7122014: 1,6602015: 1,6872016: 1,7282017: 1,7212018: 1,6972019: 1,6462020: 1,6562021: 1,5702022: 1,5752023: 1,6692024: 1,7022025: 1,7571,7931,757200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202521,757$82.2M$2.0M$3.2M
202421,702$72.0M$1.7M$2.7M
202321,669$61.0M$1.4M$2.1M
202221,575$52.2M$1.4M$2.0M
202121,570$63.3M$1.4M$1.8M
202021,656$57.0M$1.3M$1.6M
201921,646$55.1M$1.3M$1.5M
201821,697$50.5M$1.4M$1.6M
201721,721$52.8M$1.3M$1.4M
201621,728$47.0M$1.3M$1.3M
201521,687$43.6M$1.3M$1.2M
201421,660$42.2M$1.2M$1.2M
201321,712$39.3M$1.2M$1.2M
201221,736$33.5M$1.2M$1.1M
201121,769$29.4M$1.2M$1.1M
201021,759$27.1M$1.2M$1.1M
200921,793$23.9M$1.1M$1.0M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Capital Asset Advisory Services LLCInvestment advisory (plan); Securities brokerage2$138,087
Transamerica Retirement SolutionsClaims processing; Recordkeeping and information management; Investment management; Participant loan processing2$135,854
Charles Schwab & Co., Inc.Securities brokerage1$0
National Financial ServicesSecurities brokerage1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Capital Asset Advisory Services LLC$138K
Transamerica Retirement Solutions$136K
Charles Schwab & Co., Inc.$0
National Financial Services$0

Questions and answers

How many retirement plans does Fulton County Health Center have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Fulton County Health Center Tax Deferred Annuity Plan and Fulton County Health Center Employees' Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Fulton County Health Center contribute to its plans?

$1,968,910 in employer contributions across these plans in their latest plan years, about $1,326 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Capital Asset Advisory Services LLC, Transamerica Retirement Solutions, Charles Schwab & Co., Inc. and National Financial Services. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.