Defined Benefit (Pension) · DOL Form 5500 · 2022

Beloit Health System, Inc. Pension Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
352
Participants Below avg headcount
91st
Percentile by assets National rank
$215,834
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beloit Health System, Inc. Retirement Plan · Sponsored by Beloit Health System, Inc. · Wisconsin · Healthcare & Social Assistance

$76M in assets, 352 participants

Beloit Health System, Inc.'s Beloit Health System, Inc. Retirement Plan reported $76M in total assets and 352 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,523 in Healthcare & Social Assistance (20,060 peers)

Where Beloit Health System, Inc. Retirement Plan sits by assets

Beloit Health System, Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $76M for 352 participants (~$215,834/participant), down 20.8% in 2022.

#18,523
in Healthcare & Social Assistance (20,060 peers)
-20.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$75,973,650 Top 9% higher than 91% 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, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beloit Health System, Inc. Retirement Plan sits mid-pack in the medium band (352 participants).

Form 5500 schedule snapshot

Filing strip 391028081 · Beloit Health System, Inc. PY 2022 · Defined Benefit (Pension)

Beloit Health System, Inc. Retirement Plan · $76M · 352 · 91st

  • ASSETS $76M
  • ASSETS 352
  • ASSETS 91st
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Newport News Shipbuilding Employees' Credit Union Inc Retirement Plan
  • ASSETS ind #18523

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, Inc. Retirement Plan in the asset neighbourhood

Pension Plan for Employees of Cn U.S. SubsidiariesPension Plan for Employees o…$76MNational Federation of Independent Business Retirement PlanNational Federation of Indep…$76MNewport News Shipbuilding Employees' Credit Union Inc Retirement PlanNewport News Shipbuilding Em…$76MBeloit Health System, Inc. Retirement PlanBeloit Health System, Inc. R…$76MMaritz Holdings Inc. Retirement PlanMaritz Holdings Inc. Retirem…$76M
End-of-year total assets ($M) among Beloit Health System, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$76M
Net Income-$20M
Employer EIN391028081
Plan Effective Date1964-01-01
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 Defined Benefit (Pension) Plans in Wisconsin

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

Beloit Health System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Beloit Health System, Inc. Retirement Plan, Total assets ($B): 0.07597365 · Participants: 352Beloit Health System, Inc. Retirement PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Beloit Health System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Beloit Health System, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Newport News Shipbuilding Employees' Credit Union Inc Retirement Plan in VA ($76M); by covered participants it is Roseburg Forest Products Co Retirement Plan in OR (352 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (352 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, Inc. Retirement Plan assets move in 2022? ▼
Beloit Health System, Inc. Retirement Plan declined sharply - down 20.8% during 2022, from $96M to $76M. Reported net income was -$20M.
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, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Beloit Health System, Inc. Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Beloit Health System, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Newport News Shipbuilding Employees' Credit Union Inc Retirement Plan in VA ($76M, 374 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Beloit Health System, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Roseburg Forest Products Co Retirement Plan in OR (352 participants, $100M 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.