Profit Sharing · DOL Form 5500 · 2022
Holzer Health System Profit Sharing Plan
Data updated 2026-08-11
- $166M
- Total assets
- 1,876
- Participants
- 95th
- Percentile by assets
- $88,294
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $166M
- total plan assets (2022 EOY)
- 1,876
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $88,294
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Holzer Health System 401a Profit Sharing Plan reports 1,876 participants - 2.5x that state average ($166M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $204M |
|---|---|
| Net Assets (End of Year) | $166M |
| Net Income | -$38M |
| Employer EIN | 311156690 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holzer Health System)
| 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
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
- Osu Physicians, Inc. Interim Retirement Plan $135M · 1,412
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Holzer Health System 401a Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Holzer Health System 401a Profit Sharing Plan assets move in 2022? ▼
How have Holzer Health System plan assets changed over time? ▼
Where does Holzer Health System 401a Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Holzer Health System 401a Profit Sharing Plan? ▼
Next read for Holzer Health System 401a Profit Sharing…
Filing takeaways
Ways to act on Holzer Health System 401a Profit Sharing Plan's numbers.
- By total assets, Holzer Health System 401a Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Holzer Health System's sponsor-wide assets have grown 17.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans