Defined Benefit (Pension) · DOL Form 5500 · 2023
Beloit Health System, Inc. Pension Plan
Data updated 2026-08-25
- $129K
- Total assets Small plan by assets
- 305
- Participants Below avg headcount
- 8th
- Percentile by assets National rank
- $422
- Avg per participant Low balance/head
Official DOL plan name: Beloit Health System, Inc. Retirement Plan · Sponsored by Beloit Health System, Inc. · Wisconsin · Healthcare & Social Assistance
$129K in assets, 305 participants
Beloit Health System, Inc.'s Beloit Health System, Inc. Retirement Plan reported $129K in total assets and 305 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #949 in Healthcare & Social Assistance (17,684 peers)
Beloit Health System, Inc. multi-year trail
Beloit Health System, Inc.'s plans moved -16.8% in assets from 2022 to 2024; this filing shows Beloit Health System, Inc. Retirement Plan at $129K / 305 participants.
- #949
- in Healthcare & Social Assistance (17,684 peers)
- -99.8%
- assets change YoY
The plan reported a net loss of $76M 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 among the smaller filed plans by assets
Beloit Health System, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$128,733 8th percentile higher than 8% 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, Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 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 (305 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beloit Health System, Inc. Retirement Plan reported net income fell from -$20M in the plan year 2022 filing to -$76M in the plan year 2023 filing.
- Beloit Health System, Inc. Retirement Plan end-of-year assets fell from $76M in the plan year 2022 filing to $129K in the plan year 2023 filing.
- Beloit Health System, Inc. Retirement Plan reported participants fell from 352 in the plan year 2022 filing to 305 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 391028081 · Beloit Health System, Inc. PY 2023 · Defined Benefit (Pension)
Beloit Health System, Inc. Retirement Plan · $129K · 305 · 8th
- NET $129K
- NET 305
- NET 8th
- NET Defined Benefit (Pension)
- NET near James Walker Mfg. Co. Union Pension Plan
- NET ind #949
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
Beloit Health System, Inc. multi-year asset trail
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 |
Beloit Health System, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $129K |
| Net Income | -$76M |
| Employer EIN | 391028081 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
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 James Walker Mfg. Co. Union Pension Plan in IL ($129K); by covered participants it is Macdermid, Incorporated Employees' Pension Plan in CT (305 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($129K here).
Similar participant headcount
Nearest other-state filings by covered participants (305 participants); asset peers above are excluded.
- Macdermid, Incorporated Employees' Pension Plan (CT) 305 · 0 off
- IBEW Local Union No. 861 Pension and Retirement Fund (LA) 305 · 0 off
- Local 475 Pension Plan (NY) 305 · 0 off
- Tate & Lyle Salaried Pension Plan (IL) 305 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.