Profit Sharing · DOL Form 5500 · 2022
Beloit Health System, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $46M
- Total assets
- 1,618
- Participants
- 87th
- Percentile by assets
- $28,319
- Avg per participant
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.
- 87th percentile by assets (of 139,126 plans)
- #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.
- $46M
- total plan assets (2022 EOY)
- 1,618
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $28,319
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Beloit Health System Matching & Employer Contribution Plan reports 1,618 participants - 2.9x that state average ($46M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | -$9M |
| Employer EIN | 391028081 |
| Plan Effective Date | 2000-01-01 |
| 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 Matching & Employer Contribution 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 Matching & Employer Contribution Plan by total assets, not by location.
Frequently Asked Questions
How did Beloit Health System Matching & Employer Contribution Plan assets move in 2022? ▼
How have Beloit Health System, Inc. plan assets changed over time? ▼
Where does Beloit Health System Matching & Employer Contribution Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Beloit Health System Matching & Employer Contribution Plan? ▼
Next read for Beloit Health System Matching & Employer…
Filing takeaways
Ways to act on Beloit Health System Matching & Employer Contribution Plan's numbers.
- By total assets, Beloit Health System Matching & Employer Contribution Plan ranks in the top quartile 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