Other · DOL Form 5500 · 2022
University Hospitals Health System Retirement Plan
Data updated 2026-07-24
- $1.7B
- Total assets
- 23,582
- Participants
- 99th
- Percentile by assets
- $74,133
- Avg per participant
Official DOL plan name: University Hospitals Health System 403(b) Matched Retirement Savings Plan · Sponsored by University Hospitals Health System · Ohio · Healthcare & Social Assistance
$1.7B in assets, 23,582 participants
University Hospitals Health System's University Hospitals Health System 403(b) Matched Retirement Savings Plan reported $1.7B in total assets and 23,582 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.
- 99th percentile by assets (of 139,258 plans)
What the 2022 filing shows
University Hospitals Health System 403(b) Matched Retirement Savings Plan holds $1.7B for 23,582 participants - about $74,133 per participant, among the largest 1% of all filed plans, down 6.6% over the 2022 plan year.
- $1.7B
- total plan assets (2022 EOY)
- 23,582
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $74,133
- avg assets per participant
The plan reported a net loss of $302M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Other · DOL Form 5500 · 2022
What the Filing Says About University Hospitals Health System 403(b) Matched Retirement Savings Plan
University Hospitals Health System 403(b) Matched Retirement Savings Plan is an Other retirement plan sponsored by University Hospitals Health System, headquartered in Ohio. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $1.7B in total end-of-year assets and covers 23,582 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 340714775, and the plan has been effective since 1996-03-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets pulled back noticeably from $1.9B at the beginning of 2022 to $1.7B at year-end - down 6.6%. Net assets (after liabilities) closed the year at $1.7B, with reported net income of -$302M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years University Hospitals Health System has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $3.2B to $4.2B, a gain of 28.9%, while reported participants moved from 51,318 to 55,259 (+7.7%). The strongest year on file by total sponsor assets was 2024 at $4.2B; the softest was 2022 at $3.2B. Year-by-year, sponsor-wide filings show: 2022 - $3.2B in assets across 3 plans covering 51,318 participants; 2023 - $3.7B in assets across 3 plans covering 54,334 participants; 2024 - $4.2B in assets across 3 plans covering 55,259 participants.
By assets, University Hospitals Health System 403(b) Matched Retirement Savings Plan outranks 99% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 17x the national average plan size of $100M and 730 average participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank University Hospitals Health System 403(b) Matched Retirement Savings Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2022)
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Total Assets (End of Year) | $1.7B |
| Net Assets (End of Year) | $1.7B |
| Net Income | -$302M |
| Plan Type | Other |
| Employer EIN | 340714775 |
| Plan Effective Date | 1996-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Hospitals Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 51,318 | $3.2B |
| 2023 | 3 | 54,334 | $3.7B |
| 2024 | 3 | 55,259 | $4.2B |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
University Hospitals Health System 403(b) Matched Retirement Savings Plan vs. nearby Other plans in Ohio, assets vs. participants
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
- Summa Health 403(b) Retirement Savings Plan $656M · 5,324
Similar-Sized Other Plans Nationally
Other plans in other states closest to University Hospitals Health System 403(b) Matched Retirement Savings Plan by total assets, not by location.
- Northshore University Healthsystem Tax Deferred Annuity Plan (IL) $1.8B · 13,159
- The Children's Hospital of Philadelphia Retirement Savings Plan (PA) $1.8B · 15,989
- Mainehealth 403(b) Retirement Plan (ME) $1.8B · 21,547
- Weill Cornell Medical College Retirement Plan for Faculty and Exempt Employees (NY) $1.7B · 4,057
Frequently Asked Questions
How much money is in the University Hospitals Health System 403(b) Matched Retirement Savings Plan? ▼
What type of plan is University Hospitals Health System 403(b) Matched Retirement Savings Plan? ▼
Who sponsors the University Hospitals Health System 403(b) Matched Retirement Savings Plan? ▼
How did University Hospitals Health System 403(b) Matched Retirement Savings Plan perform in 2022? ▼
What this filing means
Ways to act on University Hospitals Health System 403(b) Matched Retirement Savings Plan's numbers.
- By total assets, University Hospitals Health System 403(b) Matched Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
- University Hospitals Health System's sponsor-wide assets have grown 28.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
- An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 340714775.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.