Profit Sharing · DOL Form 5500 · 2022

Southern Ohio Medical Center Profit Sharing Plan

Data updated 2026-08-11

$136M
Total assets
3,162
Participants
94th
Percentile by assets
$42,867
Avg per participant
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Official DOL plan name: Southern Ohio Medical Center Retirement Savings Program · Sponsored by Southern Ohio Medical Center · Ohio · Healthcare & Social Assistance

$136M in assets, 3,162 participants

Southern Ohio Medical Center's Southern Ohio Medical Center Retirement Savings Program reported $136M in total assets and 3,162 participants in its 2022 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 94th percentile by assets (of 139,126 plans)
  • #19,055 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Southern Ohio Medical Center Retirement Savings Program covers 3,162 participants in Ohio, 4.1x the typical Ohio plan (state average ~765 per filing). Assets: $136M.

$136M
total plan assets (2022 EOY)
3,162
covered participants
94th
percentile by assets (of 139,126 plans)
$42,867
avg assets per participant

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

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Southern Ohio Medical Center Retirement Savings Program reports 3,162 participants - 4.1x that state average ($136M EOY assets).

Ohio filing particulars

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

Sponsor Plan History (Southern Ohio Medical Center)

$180M$200M$220M$240M$260M 202220232024 $200M $248M ▲ +23.9%
Total plan assets by year, all Southern Ohio Medical Center plans on file
Year Plans Participants Total Assets
2022 2 5,823 $200M
2023 2 5,657 $225M
2024 2 5,796 $248M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Southern Ohio Medical Center Retirement Savings Program vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Southern Ohio Medical Center Retirement Savings Program vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Southern Ohio Medica…Cleveland Clinic Inv…The Employer Retirem…White Castle Profit …Holzer Health System…Osu Physicians, Inc.…
Southern Ohio Medical Center Retirement Savings Program vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Southern Ohio Medical Center Retirement Savings Program by total assets, not by location.

Frequently Asked Questions

How did Southern Ohio Medical Center Retirement Savings Program assets move in 2022?
Southern Ohio Medical Center Retirement Savings Program pulled back noticeably - down 11.9% during 2022, from $154M to $136M. Reported net income was -$18M.
How have Southern Ohio Medical Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern Ohio Medical Center's sponsor-wide assets grew 23.9%, from $200M to $248M.
Where does Southern Ohio Medical Center Retirement Savings Program rank by assets among Form 5500 filers?
Southern Ohio Medical Center Retirement Savings Program ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Southern Ohio Medical Center Retirement Savings Program?
Among Profit Sharing plans in other states, the closest by assets is New Jersey B.a.C. Annuity Fund in NJ ($136M, 1,504 participants).

Next read for Southern Ohio Medical Center Retirement …

Filing takeaways

Ways to act on Southern Ohio Medical Center Retirement Savings Program's numbers.