Defined Benefit (Pension) · DOL Form 5500 · 2023

Southern Ohio Medical Center Pension Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
2,603
Participants Above avg headcount
89th
Percentile by assets National rank
$26,920
Avg per participant Low balance/head
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Official DOL plan name: Southern Ohio Medical Center Cash Balance Pension Plan · Sponsored by Southern Ohio Medical Center · Ohio · Healthcare & Social Assistance

$70M in assets, 2,603 participants

Southern Ohio Medical Center's Southern Ohio Medical Center Cash Balance Pension Plan reported $70M in total assets and 2,603 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,974 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Southern Ohio Medical Center Cash Balance Pension Plan covers 2,603 participants in Ohio, 3.4x the typical Ohio plan (state average ~765 per filing). Assets: $70M.

#15,974
in Healthcare & Social Assistance (17,684 peers)
+8.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Southern Ohio Medical Center Cash Balance Pension Plan's outsized position by total assets

Southern Ohio Medical Center Cash Balance Pension Plan vs every filed plan by assets

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

$70,073,199 Top 11% higher than 89% 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

Southern Ohio Medical Center Cash Balance Pension 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. Southern Ohio Medical Center Cash Balance Pension Plan lands in the large band (2,603 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Ohio Medical Center Cash Balance Pension Plan reported net income rose from -$19M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Southern Ohio Medical Center Cash Balance Pension Plan end-of-year assets rose from $64M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • Southern Ohio Medical Center Cash Balance Pension Plan reported participants fell from 2,661 in the plan year 2022 filing to 2,603 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 310678022 · Southern Ohio Medical Center PY 2023 · Defined Benefit (Pension)

Southern Ohio Medical Center Cash Balance Pension Plan · $70M · 2,603 · 89th

  • PART $70M
  • TYPE 2,603
  • NET 89th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Cement Masons Local 526 Pension Plan
  • BOY ind #15974

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 Ohio →

Southern Ohio Medical Center Cash Balance Pension Plan in the asset neighbourhood

Southern Ohio Medical Center Cash Balance Pension PlanSouthern Ohio Medical Center…$70MCement Masons Local 526 Pension PlanCement Masons Local 526 Pens…$70MThe Retirement Plan of Kennebunk Savings BankThe Retirement Plan of Kenne…$70MDisabled American Veterans Retirement / Pension Equity PlanDisabled American Veterans R…$70MRetirement Plan for Employees of Sargent Manufacturing Company and Amstar Electronics GroupRetirement Plan for Employee…$70M
End-of-year total assets ($M) among Southern Ohio Medical Center Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$70M
Net Income$6M
Employer EIN310678022
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Ohio Medical Center)

Sponsor-wide plan assets over time

All Southern Ohio Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$248M 23.903937150316395% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $200M $248M ▲ +23.9%
Year Plans Participants Total Assets
2022 2 5,823 $200M
2023 2 5,657 $225M
2024 2 5,796 $248M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southern Ohio Medical Center Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Southern Ohio Medical Center Cash Balance Pension Plan, Total assets ($B): 0.070073199 · Participants: 2603Southern Ohio Medical Center Cash Balance Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Southern Ohio Medical Center Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Southern Ohio Medical Center Cash Balance Pension Plan side-by-side with 3 peers →

Southern Ohio Medical Center Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Cement Masons Local 526 Pension Plan in PA ($70M); by covered participants it is Western PA Electrical Employees Pension Trust Fund in PA (2,603 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,603 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 Southern Ohio Medical Center Cash Balance Pension Plan assets move in 2023? ▼
Southern Ohio Medical Center Cash Balance Pension Plan grew at a solid clip - up 8.9% during 2023, from $64M to $70M. Reported net income was $6M.
How have Southern Ohio Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Ohio Medical Center's sponsor-wide assets grew 23.9%, from $200M to $248M.
Where does Southern Ohio Medical Center Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Southern Ohio Medical Center Cash Balance Pension Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Southern Ohio Medical Center Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cement Masons Local 526 Pension Plan in PA ($70M, 464 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern Ohio Medical Center Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Western PA Electrical Employees Pension Trust Fund in PA (2,603 participants, $735M 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 310678022.

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.