Profit Sharing · DOL Form 5500 · 2022
Beloit Health System, Inc. Profit Sharing Plan
Data updated 2026-08-06
- $88M
- Total assets
- 1,689
- Participants
- 92nd
- Percentile by assets
- $51,941
- Avg per participant
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.
- 92nd percentile by assets (of 139,258 plans)
- #18,705 in Healthcare & Social Assistance (20,087 peers)
Coverage in Wisconsin
Beloit Health System 403(b) Plan covers 1,689 participants in Wisconsin, 3.0x the typical Wisconsin plan (state average ~565 per filing). Assets: $88M.
- $88M
- total plan assets (2022 EOY)
- 1,689
- covered participants
- 92nd
- percentile by assets (of 139,258 plans)
- $51,941
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Beloit Health System 403(b) Plan reports 1,689 participants - 3.0x that state average ($88M EOY assets).
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.)
| 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.
Beloit Health System 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Beloit Health System 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Beloit Health System 403(b) Plan assets move in 2022? ▼
How have Beloit Health System, Inc. plan assets changed over time? ▼
Where does Beloit Health System 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Beloit Health System 403(b) Plan? ▼
Next read for Beloit Health System 403(b) Plan
Filing takeaways
Ways to act on Beloit Health System 403(b) Plan's numbers.
- By total assets, Beloit Health System 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- Beloit Health System, Inc.'s sponsor-wide assets have declined 16.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans