Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

UC HEALTH 403(B) RETIREMENT SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UC HEALTH, LLC

This Profit Sharing plan holds $33M in total assets and serves 437 participants as of 2022. It is sponsored by UC HEALTH, LLC in Ohio. The plan reported a net loss of $10M for the year.

Total Assets (2023)
$33M
Participants
437
State
Industry
Healthcare & Social Assistance

What the Filing Says About UC HEALTH 403(B) RETIREMENT SAVINGS PLAN

UC HEALTH 403(B) RETIREMENT SAVINGS PLAN is a Profit Sharing retirement plan sponsored by UC HEALTH, LLC, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $33M in total end-of-year assets and covers 437 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 311435820, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $43M at the beginning of 2022 to $33M at year-end — a decline of 23.0%. Net assets (after liabilities) closed the year at $33M, with reported net income of $-9,927,317 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$43M
Total Assets (End of Year)$33M
Net Assets (End of Year)$33M
Net Income$-9,927,317
Plan TypeProfit Sharing
Employer EIN311435820
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UC HEALTH, LLC)

Year Plans Participants Total Assets
2022 3 12,222 $822M
2023 3 11,961 $905M
2024 2 11,922 $998M

Nearby Profit Sharing Plans in Ohio

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

Frequently Asked Questions

How much money is in the UC HEALTH 403(B) RETIREMENT SAVINGS PLAN?
As of the 2022 Form 5500 filing, UC HEALTH 403(B) RETIREMENT SAVINGS PLAN holds $33M in total assets with 437 participants. It is sponsored by UC HEALTH, LLC.
What type of plan is UC HEALTH 403(B) RETIREMENT SAVINGS PLAN?
UC HEALTH 403(B) RETIREMENT SAVINGS PLAN is a Profit Sharing plan. It has been effective since 2003-01-01. The plan is filed with the U.S. Department of Labor under EIN 311435820.
Who sponsors the UC HEALTH 403(B) RETIREMENT SAVINGS PLAN?
UC HEALTH 403(B) RETIREMENT SAVINGS PLAN is sponsored by UC HEALTH, LLC, located in Ohio. The sponsor's EIN is 311435820 and the plan operates in the Healthcare & Social Assistance industry.
How did UC HEALTH 403(B) RETIREMENT SAVINGS PLAN perform in 2022?
UC HEALTH 403(B) RETIREMENT SAVINGS PLAN declined by 23.0% during 2022, moving from $43M to $33M in total assets. Net income was $-9,927,317.
Where can I find official filings for UC HEALTH 403(B) RETIREMENT SAVINGS PLAN?
Official Form 5500 filings for UC HEALTH 403(B) RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311435820 or plan name at efast.dol.gov.
How does UC HEALTH 403(B) RETIREMENT SAVINGS PLAN compare to other plans?
You can compare UC HEALTH 403(B) RETIREMENT SAVINGS PLAN against other Profit Sharing plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 311435820.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.