Profit Sharing · DOL Form 5500 · 2022

Southern Ohio Medical Center Profit Sharing Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
3,162
Participants Above avg headcount
94th
Percentile by assets National rank
$42,867
Avg per participant Low balance/head
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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.

  • #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.

#19,055
in Healthcare & Social Assistance (20,060 peers)
-11.9%
assets change YoY
1.4×
vs typical plan assets (national mean)

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.

Southern Ohio Medical Center Retirement Savings Program's outsized position by total assets

Southern Ohio Medical Center Retirement Savings Program vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$135,544,670 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Southern Ohio Medical Center Retirement Savings Program's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Ohio Medical Center Retirement Savings Program lands in the large band (3,162 participants).

Form 5500 schedule snapshot

Filing strip 310678022 · Southern Ohio Medical Center PY 2022 · Profit Sharing

Southern Ohio Medical Center Retirement Savings Program · $136M · 3,162 · 94th

  • EIN $136M
  • EIN 3,162
  • EIN 94th
  • EIN Profit Sharing
  • EIN near New Jersey B.a.C. Annuity Fund
  • EIN ind #19055

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Southern Ohio Medical Center Retirement Savings Program in the asset neighbourhood

Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust FundCeramic Tile and Terrazzo Lo…$137MDtts Profit Sharing Plan$137MWest Virginia Laborers Profit Sharing PlanWest Virginia Laborers Profi…$137MNew Jersey B.a.C. Annuity FundNew Jersey B.a.C. Annuity Fu…$136MSouthern Ohio Medical Center Retirement Savings ProgramSouthern Ohio Medical Center…$136M
End-of-year total assets ($M) among Southern Ohio Medical Center Retirement Savings Program and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Southern Ohio Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$248M 23.903937150316395% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $200M $248M ▲ +23.9%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Southern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings ProgramCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanOsu Physicians, Inc. Interim Retirement Plan, Total assets ($B): 0.134955449 · Participants: 1412Osu Physicians, Inc. Interim Retirement Plan
Southern Ohio Medical Center Retirement Savings Program vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Southern Ohio Medical Center Retirement Savings Program side-by-side with 3 peers →

Southern Ohio Medical Center Retirement Savings Program's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is New Jersey B.a.C. Annuity Fund in NJ ($136M); by covered participants it is IBEW Local 1049 Craft Annuity Fund in NY (3,163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($136M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,162 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Profit Sharing plans cover a similar participant headcount to Southern Ohio Medical Center Retirement Savings Program? ▼
Among Profit Sharing plans in other states, the closest by covered participants is IBEW Local 1049 Craft Annuity Fund in NY (3,163 participants, $261M in assets).

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) - original filing retrieval by EIN 310678022.

Read our methodology - how this data is sourced, computed, and verified.

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