Profit Sharing · DOL Form 5500 · 2023
Beloit Health System, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $51M
- Total assets
- 1,502
- Participants
- 86th
- Percentile by assets
- $34,165
- Avg per participant
Official DOL plan name: Beloit Health System Matching & Employer Contribution Plan · Sponsored by Beloit Health System, Inc. · Wisconsin · Healthcare & Social Assistance
$51M in assets, 1,502 participants
Beloit Health System, Inc.'s Beloit Health System Matching & Employer Contribution Plan reported $51M in total assets and 1,502 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 127,072 plans)
- #15,552 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Beloit Health System Matching & Employer Contribution Plan covers 1,502 participants in Wisconsin, 2.7x the typical Wisconsin plan (state average ~563 per filing). Assets: $51M.
- $51M
- total plan assets (2023 EOY)
- 1,502
- covered participants
- 86th
- percentile by assets (of 127,072 plans)
- $34,165
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beloit Health System Matching & Employer Contribution Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Beloit Health System Matching & Employer Contribution Plan end-of-year assets rose from $46M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Beloit Health System Matching & Employer Contribution Plan reported participants fell from 1,618 in the plan year 2022 filing to 1,502 in the plan year 2023 filing.
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 1,502 participants - 2.7x that state average ($51M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $5M |
| 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 $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
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.
- Coffee Regional Medical Ctr Inc Employee Savings & Retirement (GA) $51M · 938
- Hydraflow Profit Sharing Plan (CA) $51M · 202
- Cohen & Company 401(k) Psp & Trust (Carve-Out) (OH) $51M · 324
- First Reserve Savings Plan (CT) $51M · 48
Frequently Asked Questions
How did Beloit Health System Matching & Employer Contribution Plan assets move in 2023? ▼
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