401(k)
2022 plan-year 401(k) DOL Form 5500

Southern Ohio Medical Center Retirement Savings Program

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Southern Ohio Medical Center ยท Ohio ยท Healthcare & Social Assistance

What the 2023 filing shows

Southern Ohio Medical Center Retirement Savings Program holds $136M for 3,162 participants - about $42,867 per participant, down 11.9% over the 2022 plan year.

$136M
total plan assets (2022 EOY)
3,162
covered participants
$42,867
avg assets per participant
-11.9%
assets change YoY

The plan reported a net loss of $18M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$136M
Participants
3,162
State
Industry
Healthcare & Social Assistance

What the Filing Says About Southern Ohio Medical Center Retirement Savings Program

Southern Ohio Medical Center Retirement Savings Program is a 401(k) retirement plan sponsored by Southern Ohio Medical Center, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $136M in total end-of-year assets and covers 3,162 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 310678022, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $154M at the beginning of 2022 to $136M at year-end โ€” a decline of 11.9%. Net assets (after liabilities) closed the year at $136M, with reported net income of $-18,374,082 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$154M
Total Assets (End of Year)$136M
Net Assets (End of Year)$136M
Net Income$-18,374,082
Plan Type401(k)
Employer EIN310678022
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Ohio Medical Center)

Year Plans Participants Total Assets
2022 2 5,823 $200M
2023 2 5,657 $225M
2024 2 5,796 $248M

Nearby 401(k) Plans in Ohio

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Frequently Asked Questions

How much money is in the Southern Ohio Medical Center Retirement Savings Program?
As of the 2022 Form 5500 filing, Southern Ohio Medical Center Retirement Savings Program holds $136M in total assets with 3,162 participants. It is sponsored by Southern Ohio Medical Center.
What type of plan is Southern Ohio Medical Center Retirement Savings Program?
Southern Ohio Medical Center Retirement Savings Program is a 401(k) plan. It has been effective since 1990-01-01. The plan is filed with the U.S. Department of Labor under EIN 310678022.
Who sponsors the Southern Ohio Medical Center Retirement Savings Program?
Southern Ohio Medical Center Retirement Savings Program is sponsored by Southern Ohio Medical Center, located in Ohio. The sponsor's EIN is 310678022 and the plan operates in the Healthcare & Social Assistance industry.
How did Southern Ohio Medical Center Retirement Savings Program perform in 2022?
Southern Ohio Medical Center Retirement Savings Program declined by 11.9% during 2022, moving from $154M to $136M in total assets. Net income was $-18,374,082.
Where can I find official filings for Southern Ohio Medical Center Retirement Savings Program?
Official Form 5500 filings for Southern Ohio Medical Center Retirement Savings Program are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 310678022 or plan name at efast.dol.gov.
How does Southern Ohio Medical Center Retirement Savings Program compare to other plans?
You can compare Southern Ohio Medical Center Retirement Savings Program against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 310678022.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.