Profit Sharing · DOL Form 5500 · 2022
Beloit Health System, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 1,689
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $51,941
- Avg per participant Low balance/head
Official DOL plan name: Beloit Health System 403(b) Plan · Sponsored by Beloit Health System, Inc. · Wisconsin · Healthcare & Social Assistance
$88M in assets, 1,689 participants
Beloit Health System, Inc.'s Beloit Health System 403(b) Plan reported $88M in total assets and 1,689 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,681 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Beloit Health System 403(b) Plan covers 1,689 participants in Wisconsin, 3.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $88M.
- #18,681
- in Healthcare & Social Assistance (20,060 peers)
- -20.7%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Beloit Health System 403(b) Plan's outsized position by total assets
Beloit Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$87,728,569 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Beloit Health System 403(b) 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. Beloit Health System 403(b) Plan lands in the large band (1,689 participants).
Plan-year Form 5500 strip
Filing strip 391028081 · Beloit Health System, Inc. PY 2022 · Profit Sharing
Beloit Health System 403(b) Plan · $88M · 1,689 · 92nd
- BOY $88M
- SCH 1,689
- EBSA 92nd
- PART Profit Sharing
- TYPE near Sheet Metal Workers Local Union No. 12 Annuity Fund
- NET ind #18681
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 Wisconsin →
Beloit Health System 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | -$23M |
| Employer EIN | 391028081 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beloit Health System, Inc.)
Sponsor-wide plan assets over time
All Beloit Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $174M 16.83520068007084% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 3,659 | $210M |
| 2023 | 3 | 3,378 | $158M |
| 2024 | 2 | 3,212 | $174M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
Beloit Health System 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Sheet Metal Workers Local Union No. 12 Annuity Fund in PA ($88M); by covered participants it is Yakima Valley Farm Workers Clinic Profit Sharing Plan in WA (1,706 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- Sheet Metal Workers Local Union No. 12 Annuity Fund (PA) $88M · 1,041
- The Agma Retirement Plan (NY) $88M · 7,814
- Plumbers and Steamfitters Local No. 7 Annuity Fund (NY) $87M · 1,019
- Hood College Defined Contribution Retirement Plan (MD) $87M · 299
Similar participant headcount
Nearest other-state filings by covered participants (1,689 participants); asset peers above are excluded.
- Yakima Valley Farm Workers Clinic Profit Sharing Plan (WA) 1,706 · 17 off
- Plumbers and Pipefitters Local Union 520 Annuity Plan (MI) 1,664 · 25 off
- Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan (NC) 1,663 · 26 off
- Local No. 1 Retirement Savings Trust Fund (IL) 1,715 · 26 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.