Athena Therapy Retirement Plan
Athena Therapy, Medina OH. Employer ID 462272250, plan number 001. Annual reports on file for 2014 to 2024.
Where the money went
Plans that moved money into this one:
- 2017: money from First Source Employee Management Retirement Plan moved in.
- Filed 2014-2024Athena Therapy Retirement Plan, Athena Therapy
- TodayAthena Therapy Retirement Plan still files. Massachusetts Mutual Life Ins. Co. keeps the records. That is where to ask.
Records are kept by Massachusetts Mutual Life Ins. Co., per the 2018 filing.
Left in 2017? You may be owed employer money
- In plan year 2017, active participants fell from 83 to 26 (69%), and 8 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2016: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2014 | 627 | 51 | Filing |
| 2015 | 613 | 20 | Filing |
| 2016 | 151 | 68 | Filing |
| 2017 | 92 | 66 | Filing |
| 2018 | 90 | 51 | Filing |
| 2019 | 82 | — | Filing |
| 2020 | 102 | — | Filing |
| 2021 | 90 | — | Filing |
| 2022 | 58 | — | Filing |
| 2023 | 49 | — | Filing |
| 2024 | 48 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.