Defined Benefit (Pension) · DOL Form 5500 · 2022

University Hospitals Health System Pension Plan

Data updated 2026-08-25

$857M
Total assets Above avg plan size
23,502
Participants Very large workforce
99th
Percentile by assets National rank
$36,458
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: University Hospitals Health System, Inc. Retirement Plan · Sponsored by University Hospitals Health System · Ohio · Healthcare & Social Assistance

$857M in assets, 23,502 participants

University Hospitals Health System's University Hospitals Health System, Inc. Retirement Plan reported $857M in total assets and 23,502 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #19,854 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

University Hospitals Health System, Inc. Retirement Plan covers 23,502 participants in Ohio, 31x the typical Ohio plan (state average ~765 per filing). Assets: $857M.

#19,854
in Healthcare & Social Assistance (20,060 peers)
-37.6%
assets change YoY
8.6×
vs typical plan assets (national mean)

The plan reported a net loss of $516M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University Hospitals Health System, Inc. Retirement Plan's outsized position by total assets

University Hospitals Health System, Inc. Retirement Plan vs every filed plan by assets

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

$856,834,008 Top 1% higher than 99% 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

University Hospitals Health System, Inc. Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Hospitals Health System, Inc. Retirement Plan is a mega filing (23,502 participants), the rightmost band on the breakdown.

DOL schedule card

Filing strip 340714775 · University Hospitals Health System PY 2022 · Defined Benefit (Pension)

University Hospitals Health System, Inc. Retirement Plan · $857M · 23,502 · 99th

  • ASSETS $857M
  • PCT 23,502
  • EIN 99th
  • RANK Defined Benefit (Pension)
  • PHOTO near Auto-Owners Insurance Company Retirement Income Plan
  • IND ind #19854

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 Ohio →

University Hospitals Health System, Inc. Retirement Plan in the asset neighbourhood

Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesPuerto Rico Telephone Compan…$858MUniversity Hospitals Health System, Inc. Retirement PlanUniversity Hospitals Health …$857MAuto-Owners Insurance Company Retirement Income PlanAuto-Owners Insurance Compan…$857MChildren's Hospital Corporation Pension PlanChildren's Hospital Corporat…$854MOperating Engineers Local 101 Pension FundOperating Engineers Local 10…$852M
End-of-year total assets ($M) among University Hospitals Health System, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$857M
Net Income-$516M
Employer EIN340714775
Plan Effective Date1970-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Hospitals Health System)

Sponsor-wide plan assets over time

All University Hospitals Health System plans reported in each filing year

Latest sponsor-wide plan assets
$4.2B 28.88188211630914% vs 2022
2024 filing year
$3B$3.5B$4B$4.5B 202220232024 $3.22B $4.15B ▲ +28.9%
Year Plans Participants Total Assets
2022 3 51,318 $3.2B
2023 3 54,334 $3.7B
2024 3 55,259 $4.2B

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

University Hospitals Health System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 500010000150002000025000 02468 Total assets ($B) Participants University Hospitals Health System, Inc. Retirement Plan, Total assets ($B): 0.856834008 · Participants: 23502University Hospitals Health System, Inc. Retirement PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
University Hospitals Health System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Scale composition for University Hospitals Health System, Inc. Retirement Plan

University Hospitals Health System, Inc. Retirement Plan reports $857M in end-of-year assets across 23,502 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.025% of 93,925,755 covered participants) - about $36,458 per participant (26% of the national average assets-per-participant) . Net income for plan year 2022 was -$516M.

This plan identity (EIN 340714775, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $857M to $920M (+7.3%) while covered participants moved from 23,502 to 23,595 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 23,502 $857M This page
2023 23,194 $891M Open filing
2024 · index core 23,595 $920M Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

University Hospitals Health System, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Auto-Owners Insurance Company Retirement Income Plan in MI ($857M); by covered participants it is Exxonmobil Pension Plan in TX (23,661 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23,502 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 University Hospitals Health System, Inc. Retirement Plan assets move in 2022?
University Hospitals Health System, Inc. Retirement Plan contracted severely - down 37.6% during 2022, from $1.4B to $857M. Reported net income was -$516M.
How have University Hospitals Health System plan assets changed over time?
Across 3 plan years on file (2022-2024), University Hospitals Health System's sponsor-wide assets grew 28.9%, from $3.2B to $4.2B.
Where does University Hospitals Health System, Inc. Retirement Plan rank by assets among Form 5500 filers?
University Hospitals Health System, Inc. Retirement Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to University Hospitals Health System, Inc. Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Auto-Owners Insurance Company Retirement Income Plan in MI ($857M, 5,024 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to University Hospitals Health System, Inc. Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Exxonmobil Pension Plan in TX (23,661 participants, $11.6B in assets).