Defined Benefit (Pension) · DOL Form 5500 · 2022

Ohiohealth Corporation Pension Plan

Data updated 2026-08-25

$746M
Total assets Above avg plan size
7,923
Participants Very large workforce
99th
Percentile by assets National rank
$94,120
Avg per participant Below avg balance/head
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Official DOL plan name: The Ohiohealth Cash Balance Retirement Plan · Sponsored by Ohiohealth Corporation · Ohio · Healthcare & Social Assistance

$746M in assets, 7,923 participants

Ohiohealth Corporation's The Ohiohealth Cash Balance Retirement Plan reported $746M in total assets and 7,923 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #19,813 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

The Ohiohealth Cash Balance Retirement Plan covers 7,923 participants in Ohio, 10x the typical Ohio plan (state average ~765 per filing). Assets: $746M.

#19,813
in Healthcare & Social Assistance (20,060 peers)
-11.3%
assets change YoY
7.5×
vs typical plan assets (national mean)

The plan reported a net loss of $95M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Ohiohealth Cash Balance Retirement Plan's outsized position by total assets

The Ohiohealth Cash Balance Retirement Plan vs every filed plan by assets

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

$745,710,124 Top 1% higher than 99% 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

The Ohiohealth Cash Balance Retirement 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. The Ohiohealth Cash Balance Retirement Plan lands in the large band (7,923 participants).

Published 5500 schedule card

Filing strip 314394942 · Ohiohealth Corporation PY 2022 · Defined Benefit (Pension)

The Ohiohealth Cash Balance Retirement Plan · $746M · 7,923 · 99th

  • IND $746M
  • IND 7,923
  • IND 99th
  • IND Defined Benefit (Pension)
  • IND near Ameriprise Financial Retirement Plan
  • IND ind #19813

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 →

The Ohiohealth Cash Balance Retirement Plan in the asset neighbourhood

Ufcw Union Local No. 655, Food Employer's Joint PeUfcw Union Local No. 655, Fo…$749MCottage Health Pension Plan$748MThe Ohiohealth Cash Balance Retirement PlanThe Ohiohealth Cash Balance …$746MAmeriprise Financial Retirement PlanAmeriprise Financial Retirem…$744MOperating Eng Cons Ind Misc. Pension FundOperating Eng Cons Ind Misc.…$742M
End-of-year total assets ($M) among The Ohiohealth Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$841M
Net Assets (End of Year)$746M
Net Income-$95M
Employer EIN314394942
Plan Effective Date1961-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohiohealth Corporation)

Sponsor-wide plan assets over time

All Ohiohealth Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3.5B 30.07441429414331% vs 2022
2024 filing year
$2.5B$3B$3.5B$4B 202220232024 $2.67B $3.47B ▲ +30.0%
Year Plans Participants Total Assets
2022 2 36,385 $2.7B
2023 2 35,840 $3.1B
2024 2 36,326 $3.5B

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Ohiohealth Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 500010000150002000025000 02468 Total assets ($B) Participants The Ohiohealth Cash Balance Retirement Plan, Total assets ($B): 0.745710124 · Participants: 7923The Ohiohealth Cash Balance Retirement PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
The Ohiohealth Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Scale composition for The Ohiohealth Cash Balance Retirement Plan

The Ohiohealth Cash Balance Retirement Plan reports $746M in end-of-year assets across 7,923 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $94,120 per participant (68% of the national average assets-per-participant) . Net income for plan year 2022 was -$95M.

This plan identity (EIN 314394942, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $746M to $743M (-0.4%) while covered participants moved from 7,923 to 6,616 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,923 $746M This page
2023 7,236 $754M Open filing
2024 · index core 6,616 $743M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

The Ohiohealth Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Ameriprise Financial Retirement Plan in MN ($744M); by covered participants it is Lifespan Corporation Retirement Plan in RI (7,893 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($746M here).

Similar participant headcount

Nearest other-state filings by covered participants (7,923 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 The Ohiohealth Cash Balance Retirement Plan assets move in 2022? ▼
The Ohiohealth Cash Balance Retirement Plan pulled back noticeably - down 11.3% during 2022, from $841M to $746M. Reported net income was -$95M.
How have Ohiohealth Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohiohealth Corporation's sponsor-wide assets grew 30.1%, from $2.7B to $3.5B.
Where does The Ohiohealth Cash Balance Retirement Plan rank by assets among Form 5500 filers? ▼
The Ohiohealth Cash Balance Retirement Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to The Ohiohealth Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ameriprise Financial Retirement Plan in MN ($744M, 5,652 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Ohiohealth Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lifespan Corporation Retirement Plan in RI (7,893 participants, $464M in assets).