How big is Cincinnati Occupational Therapy Institute's plan?

Cincinnati Occupational Therapy Institute's plan reported $13K in assets and 10 participants for 2024.

Original filing (PDF)20251126140411NAL0007079040001

Cincinnati Occupational Therapy Institute

Name: Cincinnati Occupational Therapy Institute — Form 5500 Plan 501 (2024)
Creator: Cincinnati Occupational Therapy Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cincinnati Occupational Therapy Institute SOCA Benefit Plan

Health & welfare plan · Cincinnati Occupational Therapy Institute's Cincinnati Occupational Therapy Institute SOCA Benefit Plan held $13K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$13K

Net assets (EOY)

$5K

People on this filing

Matt Appenzeller signed Cincinnati Occupational Therapy Institute's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cincinnati Occupational Therapy Institute's EIN is 31-1195429.

EIN 31-1195429

Plan number 501

Plan year 2024

ACK ID 20251126140411NAL0007079040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cincinnati Occupational Therapy Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cincinnati Occupational Therapy Institute's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CINCINNATI OCCUPATIONAL THERAPY INSTITUTE.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score