Profit Sharing · DOL Form 5500 · 2023
Beloit Health System, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 1,502
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $34,165
- Avg per participant Low balance/head
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.
- #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.
- #15,552
- in Healthcare & Social Assistance (17,684 peers)
- +12.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Beloit Health System Matching & Employer Contribution Plan's outsized position by total assets
Beloit Health System Matching & Employer Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,316,164 Top 14% higher than 86% of 127,068 filed plans
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 Matching & Employer Contribution 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 Matching & Employer Contribution Plan lands in the large band (1,502 participants).
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.
Published 5500 schedule card
Filing strip 391028081 · Beloit Health System, Inc. PY 2023 · Profit Sharing
Beloit Health System Matching & Employer Contribution Plan · $51M · 1,502 · 86th
- EIN $51M
- RANK 1,502
- PHOTO 86th
- IND Profit Sharing
- EOY near Coffee Regional Medical Ctr Inc Employee Savings & Retirement
- 5500 ind #15552
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 Matching & Employer Contribution Plan in the asset neighbourhood
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.)
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
| 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.
- 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
Beloit Health System Matching & Employer Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Coffee Regional Medical Ctr Inc Employee Savings & Retirement in GA ($51M); by covered participants it is Stanford Health Care Tri-Valley 403(b) Plan in CA (1,498 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,502 participants); asset peers above are excluded.
- Stanford Health Care Tri-Valley 403(b) Plan (CA) 1,498 · 4 off
- Lifenet Profit Sharing Plan (VA) 1,515 · 13 off
- Scansource, Inc. 401(k) Plan (SC) 1,515 · 13 off
- Anderson Regional Medical Center Retirement Savings Plan (MS) 1,515 · 13 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.