Defined Benefit (Pension) · DOL Form 5500 · 2022

Southern Ohio Medical Center Pension Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
2,661
Participants Above avg headcount
90th
Percentile by assets National rank
$24,172
Avg per participant Low balance/head
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Official DOL plan name: Southern Ohio Medical Center Cash Balance Pension Plan · Sponsored by Southern Ohio Medical Center · Ohio · Healthcare & Social Assistance

$64M in assets, 2,661 participants

Southern Ohio Medical Center's Southern Ohio Medical Center Cash Balance Pension Plan reported $64M in total assets and 2,661 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.

  • #18,343 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Southern Ohio Medical Center Cash Balance Pension Plan covers 2,661 participants in Ohio, 3.5x the typical Ohio plan (state average ~765 per filing). Assets: $64M.

#18,343
in Healthcare & Social Assistance (20,060 peers)
-22.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Ohio Medical Center Cash Balance Pension Plan's outsized position by total assets

Southern Ohio Medical Center Cash Balance Pension Plan vs every filed plan by assets

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

$64,320,648 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

Southern Ohio Medical Center Cash Balance Pension 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. Southern Ohio Medical Center Cash Balance Pension Plan lands in the large band (2,661 participants).

Plan-year Form 5500 strip

Filing strip 310678022 · Southern Ohio Medical Center PY 2022 · Defined Benefit (Pension)

Southern Ohio Medical Center Cash Balance Pension Plan · $64M · 2,661 · 90th

  • NET $64M
  • BOOK 2,661
  • VS-ST 90th
  • BOY Defined Benefit (Pension)
  • SCH near Pension Plan for Salaried Employees of Alcon
  • EBSA ind #18343

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 Cash Balance Pension Plan in the asset neighbourhood

Debevoise & Plimpton LLP Cash Balance Retirement Plan for PartnersDebevoise & Plimpton LLP Cas…$65MThe Retirement Plan of Kennebunk Savings BankThe Retirement Plan of Kenne…$65MPension Plan for Salaried Employees of AlconPension Plan for Salaried Em…$64MSouthern Ohio Medical Center Cash Balance Pension PlanSouthern Ohio Medical Center…$64MAmadeus North America, Inc. Pension PlanAmadeus North America, Inc. …$64M
End-of-year total assets ($M) among Southern Ohio Medical Center Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$64M
Net Income-$19M
Employer EIN310678022
Plan Effective Date1978-01-01
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 Defined Benefit (Pension) Plans in Ohio

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

Southern Ohio Medical Center Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -202468 Total assets ($B) Participants Southern Ohio Medical Center Cash Balance Pension Plan, Total assets ($B): 0.064320648 · Participants: 2661Southern Ohio Medical Center Cash Balance Pension 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
Southern Ohio Medical Center Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Southern Ohio Medical Center Cash Balance Pension Plan side-by-side with 3 peers →

Southern Ohio Medical Center Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Pension Plan for Salaried Employees of Alcon in TX ($64M); by covered participants it is Premera Pension Equity Plan in WA (2,663 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,661 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 Cash Balance Pension Plan assets move in 2022? ▼
Southern Ohio Medical Center Cash Balance Pension Plan declined sharply - down 22.9% during 2022, from $83M to $64M. Reported net income was -$19M.
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 Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Southern Ohio Medical Center Cash Balance Pension 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 Defined Benefit (Pension) plans are similar in size to Southern Ohio Medical Center Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Salaried Employees of Alcon in TX ($64M, 416 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern Ohio Medical Center Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Premera Pension Equity Plan in WA (2,663 participants, $406M 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.