Profit Sharing · DOL Form 5500 · 2023
Holzer Health System Profit Sharing Plan
Data updated 2026-08-11
- $175M
- Total assets
- 1,779
- Participants
- 94th
- Percentile by assets
- $98,591
- Avg per participant
Official DOL plan name: Holzer Health System 401a Profit Sharing Plan · Sponsored by Holzer Health System · Ohio · Healthcare & Social Assistance
$175M in assets, 1,779 participants
Holzer Health System's Holzer Health System 401a Profit Sharing Plan reported $175M in total assets and 1,779 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #16,787 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Holzer Health System 401a Profit Sharing Plan covers 1,779 participants in Ohio, 2.3x the typical Ohio plan (state average ~765 per filing). Assets: $175M.
- $175M
- total plan assets (2023 EOY)
- 1,779
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $98,591
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Holzer Health System 401a Profit Sharing Plan reported net income rose from -$38M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Holzer Health System 401a Profit Sharing Plan end-of-year assets rose from $166M in the plan year 2022 filing to $175M in the plan year 2023 filing.
- Holzer Health System 401a Profit Sharing Plan reported participants fell from 1,876 in the plan year 2022 filing to 1,779 in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Holzer Health System 401a Profit Sharing Plan reports 1,779 participants - 2.3x that state average ($175M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $166M |
|---|---|
| Net Assets (End of Year) | $175M |
| Net Income | $10M |
| Employer EIN | 311156690 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holzer Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,374 | $232M |
| 2023 | 2 | 4,293 | $253M |
| 2024 | 2 | 4,678 | $272M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Holzer Health System 401a Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- White Castle Profit Sharing Plan $174M · 4,284
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Holzer Health System 401a Profit Sharing Plan by total assets, not by location.
- TACK (PA) $175M · 13,448
- Bricklayers of Indiana Retirement Plan (IN) $176M · 971
- Dtts Profit Sharing Plan (NY) $175M · 123
- Lakeland Regional Medical Center Retirement Plan Trust (FL) $177M · 4,477
Frequently Asked Questions
How did Holzer Health System 401a Profit Sharing Plan assets move in 2023? ▼
How have Holzer Health System plan assets changed over time? ▼
Where does Holzer Health System 401a Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Holzer Health System 401a Profit Sharing Plan? ▼
Next read for Holzer Health System 401a Profit Sharing…
Filing takeaways
Ways to act on Holzer Health System 401a Profit Sharing Plan's numbers.
- By total assets, Holzer Health System 401a Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Holzer Health System's sponsor-wide assets have grown 17.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans