Other · DOL Form 5500 · 2023

Holzer Health System Retirement Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
2,514
Participants Above avg headcount
89th
Percentile by assets National rank
$30,912
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holzer Health System 403b Plan · Sponsored by Holzer Health System · Ohio · Healthcare & Social Assistance

$78M in assets, 2,514 participants

Holzer Health System's Holzer Health System 403b Plan reported $78M in total assets and 2,514 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.

  • #16,083 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Holzer Health System 403b Plan covers 2,514 participants in Ohio, 3.3x the typical Ohio plan (state average ~765 per filing). Assets: $78M.

#16,083
in Healthcare & Social Assistance (17,684 peers)
+17.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Holzer Health System 403b Plan's outsized position by total assets

Holzer Health System 403b Plan vs every filed plan by assets

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

$77,712,686 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

Holzer Health System 403b 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. Holzer Health System 403b Plan lands in the large band (2,514 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holzer Health System 403b Plan reported net income rose from -$10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Holzer Health System 403b Plan end-of-year assets rose from $66M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Holzer Health System 403b Plan reported participants rose from 2,498 in the plan year 2022 filing to 2,514 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311156690 · Holzer Health System PY 2023 · Other

Holzer Health System 403b Plan · $78M · 2,514 · 89th

  • EBSA $78M
  • EBSA 2,514
  • EBSA 89th
  • EBSA Other
  • EBSA near Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital
  • EBSA ind #16083

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 →

Holzer Health System 403b Plan in the asset neighbourhood

Drake University Voluntary Tax-Deferred Annuity Retirement PlanDrake University Voluntary T…$78MHolzer Health System 403b PlanHolzer Health System 403b Pl…$78MTax Deferred Annuity Program for Employees of Valley Presbyterian HospitalTax Deferred Annuity Program…$78MFrancis W. Parker School Defined Contribution Retirement PlanFrancis W. Parker School Def…$78MGuilford College Defined Contribution PlanGuilford College Defined Con…$78M
End-of-year total assets ($M) among Holzer Health System 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$78M
Net Income$11M
Employer EIN311156690
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holzer Health System)

Sponsor-wide plan assets over time

All Holzer Health System plans reported in each filing year

Latest sponsor-wide plan assets
$272M 17.27365597942286% vs 2022
2024 filing year
$220M$240M$260M$280M 202220232024 $232M $272M ▲ +17.3%
Year Plans Participants Total Assets
2022 2 4,374 $232M
2023 2 4,293 $253M
2024 2 4,678 $272M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Holzer Health System 403b Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Holzer Health System 403b Plan, Total assets ($B): 0.077712686 · Participants: 2514Holzer Health System 403b PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Holzer Health System 403b Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Holzer Health System 403b Plan side-by-side with 3 peers →

Holzer Health System 403b Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital in CA ($78M); by covered participants it is Uma Supplemental 403(b) Plan in SC (2,514 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,514 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 Holzer Health System 403b Plan assets move in 2023? ▼
Holzer Health System 403b Plan grew sharply - up 17.3% during 2023, from $66M to $78M. Reported net income was $11M.
How have Holzer Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holzer Health System's sponsor-wide assets grew 17.3%, from $232M to $272M.
Where does Holzer Health System 403b Plan rank by assets among Form 5500 filers? ▼
Holzer Health System 403b 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 Other plans are similar in size to Holzer Health System 403b Plan? ▼
Among Other plans in other states, the closest by assets is Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital in CA ($78M, 1,614 participants).
Which Other plans cover a similar participant headcount to Holzer Health System 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Uma Supplemental 403(b) Plan in SC (2,514 participants, $130M 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 311156690.

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.