Profit Sharing · DOL Form 5500 · 2023

Beloit Health System, Inc. Profit Sharing Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
1,571
Participants Near avg headcount
92nd
Percentile by assets National rank
$67,601
Avg per participant Below avg balance/head
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Official DOL plan name: Beloit Health System 403(b) Plan · Sponsored by Beloit Health System, Inc. · Wisconsin · Healthcare & Social Assistance

$106M in assets, 1,571 participants

Beloit Health System, Inc.'s Beloit Health System 403(b) Plan reported $106M in total assets and 1,571 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,397 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Beloit Health System 403(b) Plan covers 1,571 participants in Wisconsin, 2.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $106M.

#16,397
in Healthcare & Social Assistance (17,684 peers)
+21.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Beloit Health System 403(b) Plan's outsized position by total assets

Beloit Health System 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$106,201,600 Top 8% higher than 92% of 127,068 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 2023

Beloit Health System 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beloit Health System 403(b) Plan lands in the large band (1,571 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beloit Health System 403(b) Plan reported net income rose from -$23M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Beloit Health System 403(b) Plan end-of-year assets rose from $88M in the plan year 2022 filing to $106M in the plan year 2023 filing.
  • Beloit Health System 403(b) Plan reported participants fell from 1,689 in the plan year 2022 filing to 1,571 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391028081 · Beloit Health System, Inc. PY 2023 · Profit Sharing

Beloit Health System 403(b) Plan · $106M · 1,571 · 92nd

  • EOY $106M
  • EOY 1,571
  • EOY 92nd
  • EOY Profit Sharing
  • EOY near Roofers Union Local 30 Combined Annuity Fund
  • EOY ind #16397

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 403(b) Plan in the asset neighbourhood

Bond, Schoeneck & King, PLLC Members Retirement PlanBond, Schoeneck & King, PLLC…$107MOperative Plasterers and Cement Masons Profit Sharing Annuity PlanOperative Plasterers and Cem…$106MRoofers Union Local 30 Combined Annuity FundRoofers Union Local 30 Combi…$106MBeloit Health System 403(b) PlanBeloit Health System 403(b) …$106MCentral National Gottesman Inc Profit Sharing PlanCentral National Gottesman I…$106M
End-of-year total assets ($M) among Beloit Health System 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$106M
Net Income$18M
Employer EIN391028081
Plan Effective Date2009-01-01
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 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 00.511.5 Total assets ($B) Participants Beloit Health System 403(b) Plan, Total assets ($B): 0.1062016 · Participants: 1571Beloit Health System 403(b) PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Beloit Health System 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Beloit Health System 403(b) Plan side-by-side with 3 peers →

Beloit Health System 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Roofers Union Local 30 Combined Annuity Fund in MI ($106M); by covered participants it is Moody Bible Institute Match Savings Plan in IL (1,570 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,571 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Beloit Health System 403(b) Plan assets move in 2023? ▼
Beloit Health System 403(b) Plan grew sharply - up 21.1% during 2023, from $88M to $106M. Reported net income was $18M.
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 403(b) Plan rank by assets among Form 5500 filers? ▼
Beloit Health System 403(b) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Beloit Health System 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Roofers Union Local 30 Combined Annuity Fund in MI ($106M, 2,061 participants).
Which Profit Sharing plans cover a similar participant headcount to Beloit Health System 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Moody Bible Institute Match Savings Plan in IL (1,570 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.