Profit Sharing · DOL Form 5500 · 2022

Beloit Health System, Inc. Profit Sharing Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
1,618
Participants Near avg headcount
87th
Percentile by assets National rank
$28,319
Avg per participant Low balance/head
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Official DOL plan name: Beloit Health System Matching & Employer Contribution Plan · Sponsored by Beloit Health System, Inc. · Wisconsin · Healthcare & Social Assistance

$46M in assets, 1,618 participants

Beloit Health System, Inc.'s Beloit Health System Matching & Employer Contribution Plan reported $46M in total assets and 1,618 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,896 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Beloit Health System Matching & Employer Contribution Plan covers 1,618 participants in Wisconsin, 2.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $46M.

#17,896
in Healthcare & Social Assistance (20,060 peers)
-16.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beloit Health System Matching & Employer Contribution Plan's outsized position by total assets

Beloit Health System Matching & Employer Contribution Plan vs every filed plan by assets

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

$45,819,483 Top 13% higher than 87% 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

Beloit Health System Matching & Employer Contribution 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 Matching & Employer Contribution Plan lands in the large band (1,618 participants).

EBSA filing schedule strip

Filing strip 391028081 · Beloit Health System, Inc. PY 2022 · Profit Sharing

Beloit Health System Matching & Employer Contribution Plan · $46M · 1,618 · 87th

  • TYPE $46M
  • TYPE 1,618
  • TYPE 87th
  • TYPE Profit Sharing
  • TYPE near Profit Sharing Plan for Employees of Tanana Chiefs Conference
  • TYPE ind #17896

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 Matching & Employer Contribution Plan in the asset neighbourhood

Malcolm Drilling Plan Co., Inc., Profit Sharing Plan 401(k) PlanMalcolm Drilling Plan Co., I…$46MFirst Reserve Savings Plan$46MProfit Sharing Plan for Employees of Tanana Chiefs ConferenceProfit Sharing Plan for Empl…$46MBeloit Health System Matching & Employer Contribution PlanBeloit Health System Matchin…$46MNational Church Residences 3-4-5 401(a) Retirement PlanNational Church Residences 3…$46M
End-of-year total assets ($M) among Beloit Health System Matching & Employer Contribution Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$46M
Net Income-$9M
Employer EIN391028081
Plan Effective Date2000-01-01
Filing StatusFILING 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
$140M$160M$180M$200M$220M 202220232024 $210M $174M ▼ -16.8%
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 Matching & Employer Contribution Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.5 Total assets ($B) Participants Beloit Health System Matching & Employer Contribution Plan, Total assets ($B): 0.045819483 · Participants: 1618Beloit Health System Matching & Employer Contribution PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Beloit Health System Matching & Employer Contribution Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Beloit Health System Matching & Employer Contribution Plan side-by-side with 3 peers →

Beloit Health System Matching & Employer Contribution Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Profit Sharing Plan for Employees of Tanana Chiefs Conference in AK ($46M); by covered participants it is Steamfitters Surety Fund Local Union No 475 in NJ (1,615 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,618 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 Beloit Health System Matching & Employer Contribution Plan assets move in 2022? ▼
Beloit Health System Matching & Employer Contribution Plan declined sharply - down 16.9% during 2022, from $55M to $46M. Reported net income was -$9M.
How have Beloit Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beloit Health System, Inc.'s sponsor-wide assets declined 16.8%, from $210M to $174M.
Where does Beloit Health System Matching & Employer Contribution Plan rank by assets among Form 5500 filers? ▼
Beloit Health System Matching & Employer Contribution Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Beloit Health System Matching & Employer Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan for Employees of Tanana Chiefs Conference in AK ($46M, 893 participants).
Which Profit Sharing plans cover a similar participant headcount to Beloit Health System Matching & Employer Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Steamfitters Surety Fund Local Union No 475 in NJ (1,615 participants, $152M 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 391028081.

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.