Profit Sharing · DOL Form 5500 · 2023

Holzer Health System Profit Sharing Plan

Data updated 2026-08-25

$175M
Total assets Near avg plan size
1,779
Participants Near avg headcount
94th
Percentile by assets National rank
$98,591
Avg per participant Below avg balance/head
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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.

  • #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.

#16,787
in Healthcare & Social Assistance (17,684 peers)
+5.9%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Holzer Health System 401a Profit Sharing Plan's outsized position by total assets

Holzer Health System 401a Profit Sharing Plan vs every filed plan by assets

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

$175,394,151 Top 6% higher than 94% 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 401a Profit Sharing 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 401a Profit Sharing Plan lands in the large band (1,779 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311156690 · Holzer Health System PY 2023 · Profit Sharing

Holzer Health System 401a Profit Sharing Plan · $175M · 1,779 · 94th

  • 5500 $175M
  • 5500 1,779
  • 5500 94th
  • 5500 Profit Sharing
  • 5500 near TACK
  • 5500 ind #16787

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 401a Profit Sharing Plan in the asset neighbourhood

Lakeland Regional Medical Center Retirement Plan TrustLakeland Regional Medical Ce…$177MBricklayers of Indiana Retirement PlanBricklayers of Indiana Retir…$176MHolzer Health System 401a Profit Sharing PlanHolzer Health System 401a Pr…$175MTACK$175MDtts Profit Sharing Plan$175M
End-of-year total assets ($M) among Holzer Health System 401a Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$166M
Net Assets (End of Year)$175M
Net Income$10M
Employer EIN311156690
Plan Effective Date1978-01-01
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 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 Scatter plot of 6 data points. -200000200004000060000 00.511.52 Total assets ($B) Participants Holzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundWhite Castle Profit Sharing Plan, Total assets ($B): 0.174108891 · Participants: 4284White Castle Profit Sharing Plan
Holzer Health System 401a Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Holzer Health System 401a Profit Sharing Plan side-by-side with 3 peers →

Holzer Health System 401a Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is TACK in PA ($175M); by covered participants it is Greatcare, Inc. Retirement Plan and Trust in NY (1,776 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($175M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,779 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 401a Profit Sharing Plan assets move in 2023? ▼
Holzer Health System 401a Profit Sharing Plan grew at a solid clip - up 5.9% during 2023, from $166M to $175M. Reported net income was $10M.
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 401a Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Holzer Health System 401a Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Holzer Health System 401a Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is TACK in PA ($175M, 13,448 participants).
Which Profit Sharing plans cover a similar participant headcount to Holzer Health System 401a Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Greatcare, Inc. Retirement Plan and Trust in NY (1,776 participants, $9M 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.