Profit Sharing · DOL Form 5500 · 2022

Holzer Health System Profit Sharing Plan

Data updated 2026-08-25

$166M
Total assets Near avg plan size
1,876
Participants Near avg headcount
95th
Percentile by assets National rank
$88,294
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holzer Health System 401a Profit Sharing Plan · Sponsored by Holzer Health System · Ohio · Healthcare & Social Assistance

$166M in assets, 1,876 participants

Holzer Health System's Holzer Health System 401a Profit Sharing Plan reported $166M in total assets and 1,876 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,177 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Holzer Health System 401a Profit Sharing Plan covers 1,876 participants in Ohio, 2.5x the typical Ohio plan (state average ~765 per filing). Assets: $166M.

#19,177
in Healthcare & Social Assistance (20,060 peers)
-18.7%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holzer Health System 401a Profit Sharing Plan's outsized position by total assets

Holzer Health System 401a Profit Sharing Plan vs every filed plan by assets

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

$165,638,748 Top 5% higher than 95% 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

Holzer Health System 401a Profit Sharing Plan'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. Holzer Health System 401a Profit Sharing Plan lands in the large band (1,876 participants).

DOL schedule card

Filing strip 311156690 · Holzer Health System PY 2022 · Profit Sharing

Holzer Health System 401a Profit Sharing Plan · $166M · 1,876 · 95th

  • SCH $166M
  • SCH 1,876
  • SCH 95th
  • SCH Profit Sharing
  • SCH near Keysight Technologies, Inc. Deferred Profit-Sharing Plan
  • SCH ind #19177

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 →

Holzer Health System 401a Profit Sharing Plan in the asset neighbourhood

Tamko Employees Profit Sharing Retirement PlanTamko Employees Profit Shari…$168MHolzer Health System 401a Profit Sharing PlanHolzer Health System 401a Pr…$166MKeysight Technologies, Inc. Deferred Profit-Sharing PlanKeysight Technologies, Inc. …$164MRoberts Oxygen Company, Inc. Profit Sharing PlanRoberts Oxygen Company, Inc.…$164MMethodist Hospital of Southern California Retirement SavingsMethodist Hospital of Southe…$163M
End-of-year total assets ($M) among Holzer Health System 401a Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$204M
Net Assets (End of Year)$166M
Net Income-$38M
Employer EIN311156690
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holzer Health System)

Sponsor-wide plan assets over time

All Holzer Health System plans reported in each filing year

Latest sponsor-wide plan assets
$272M 17.27365597942286% vs 2022
2024 filing year
$220M$240M$260M$280M 202220232024 $232M $272M ▲ +17.3%
Year Plans Participants Total Assets
2022 2 4,374 $232M
2023 2 4,293 $253M
2024 2 4,678 $272M

Nearby Profit Sharing Plans in Ohio

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

Holzer Health System 401a Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Holzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanCleveland 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 ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings ProgramOsu Physicians, Inc. Interim Retirement Plan, Total assets ($B): 0.134955449 · Participants: 1412Osu Physicians, Inc. Interim Retirement Plan
Holzer Health System 401a Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Holzer Health System 401a Profit Sharing Plan side-by-side with 3 peers →

Holzer Health System 401a Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Keysight Technologies, Inc. Deferred Profit-Sharing Plan in CA ($164M); by covered participants it is Epic Charter Schools 403(b) Plan in OK (1,883 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,876 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 Holzer Health System 401a Profit Sharing Plan assets move in 2022? ▼
Holzer Health System 401a Profit Sharing Plan declined sharply - down 18.7% during 2022, from $204M to $166M. Reported net income was -$38M.
How have Holzer Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holzer Health System's sponsor-wide assets grew 17.3%, from $232M to $272M.
Where does Holzer Health System 401a Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Holzer Health System 401a Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Holzer Health System 401a Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Keysight Technologies, Inc. Deferred Profit-Sharing Plan in CA ($164M, 547 participants).
Which Profit Sharing plans cover a similar participant headcount to Holzer Health System 401a Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Epic Charter Schools 403(b) Plan in OK (1,883 participants, $915K 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 311156690.

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.