Find an old Ohio Education Association 401(k)

Who to contact about an account in each of the 3 Ohio Education Association plans, from the filings. Free, no sign-up, no Social Security number.

Ohio Education Association Employees 401(k) Savings Plan

Ohio Education Association · Plan 004 · EIN 31-4269414 · Columbus, OH

Active · plan year 2025 filing401(k)
Plan administratorOhio Education Association
225 E. Broad St., Columbus, OH 43215
Form 5500 ↗
Recordkeeper (who holds the accounts)John Hancock Retirement Plan SvcsSchedule C ↗
Former employees with balances36 separated participants still had money in the planForm 5500 ↗

Ohio Education Association Union Pension Plan

Ohio Education Association · Plan 001 · EIN 31-4269414 · Columbus, OH

Active · plan year 2024 filingPension (defined benefit)
Plan administratorOhio Education Association
225 East Broad Street, Columbus, OH 43215-3709
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances5 separated participants still had money in the planForm 5500 ↗

Ohio Education Association Management Employees Pension Plan

Ohio Education Association · Plan 002 · EIN 31-4269414 · Columbus, OH

Active · plan year 2024 filingPension (defined benefit)
Plan administratorOhio Education Association
225 East Broad Street, Columbus, OH 43215-3709
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Ohio Education Association 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Ohio Education Association 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Ohio Education Association, (614) 228-4526. The accounts are held by the recordkeeper, John Hancock Retirement Plan Svcs. Have your Social Security number and dates of employment ready.

What is the Ohio Education Association 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (614) 228-4526.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Ohio Education Association and does not hold accounts. Not financial advice. Report a correction