Other · DOL Form 5500 · 2022

Holzer Health System Retirement Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
2,498
Participants Above avg headcount
90th
Percentile by assets National rank
$26,528
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holzer Health System 403b Plan · Sponsored by Holzer Health System · Ohio · Healthcare & Social Assistance

$66M in assets, 2,498 participants

Holzer Health System's Holzer Health System 403b Plan reported $66M in total assets and 2,498 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,371 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Holzer Health System 403b Plan covers 2,498 participants in Ohio, 3.3x the typical Ohio plan (state average ~765 per filing). Assets: $66M.

#18,371
in Healthcare & Social Assistance (20,060 peers)
-13.3%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holzer Health System 403b Plan's outsized position by total assets

Holzer Health System 403b Plan vs every filed plan by assets

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

$66,266,351 Top 10% higher than 90% 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 403b 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 403b Plan lands in the large band (2,498 participants).

DOL schedule card

Filing strip 311156690 · Holzer Health System PY 2022 · Other

Holzer Health System 403b Plan · $66M · 2,498 · 90th

  • BOY $66M
  • BOY 2,498
  • BOY 90th
  • BOY Other
  • BOY near The United States Golf Association Tax Deferred Annuity Plan
  • BOY ind #18371

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 403b Plan in the asset neighbourhood

Holzer Health System 403b PlanHolzer Health System 403b Pl…$66MThe United States Golf Association Tax Deferred Annuity PlanThe United States Golf Assoc…$66MSheppard Pratt Health System Tax Sheltered Annuity ProgramSheppard Pratt Health System…$66MFlint Hill 403(b) DC and Tda PlanFlint Hill 403(b) DC and Tda…$66MWindward School Retirement PlanWindward School Retirement P…$66M
End-of-year total assets ($M) among Holzer Health System 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$66M
Net Income-$10M
Employer EIN311156690
Plan Effective Date2000-08-01
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 Other Plans in Ohio

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

Holzer Health System 403b Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Holzer Health System 403b Plan, Total assets ($B): 0.066266351 · Participants: 2498Holzer Health System 403b PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Holzer Health System 403b Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Holzer Health System 403b Plan side-by-side with 3 peers →

Holzer Health System 403b Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The United States Golf Association Tax Deferred Annuity Plan in NJ ($66M); by covered participants it is Oneblood 403(b) Retirement Plan in FL (2,496 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,498 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 403b Plan assets move in 2022? ▼
Holzer Health System 403b Plan pulled back noticeably - down 13.3% during 2022, from $76M to $66M. Reported net income was -$10M.
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 403b Plan rank by assets among Form 5500 filers? ▼
Holzer Health System 403b Plan ranks in the 90th 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 Other plans are similar in size to Holzer Health System 403b Plan? ▼
Among Other plans in other states, the closest by assets is The United States Golf Association Tax Deferred Annuity Plan in NJ ($66M, 302 participants).
Which Other plans cover a similar participant headcount to Holzer Health System 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Oneblood 403(b) Retirement Plan in FL (2,496 participants, $118M 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.