Defined Benefit (Pension) · DOL Form 5500 · 2023

Ohiohealth Corporation Pension Plan

Data updated 2026-08-06

$754M
Total assets
7,236
Participants
98th
Percentile by assets
$104,241
Avg per participant
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Official DOL plan name: The Ohiohealth Cash Balance Retirement Plan · Sponsored by Ohiohealth Corporation · Ohio · Healthcare & Social Assistance

$754M in assets, 7,236 participants

Ohiohealth Corporation's The Ohiohealth Cash Balance Retirement Plan reported $754M in total assets and 7,236 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 126,618 plans)
  • #17,344 in Healthcare & Social Assistance (17,626 peers)

Coverage in Ohio

The Ohiohealth Cash Balance Retirement Plan covers 7,236 participants in Ohio, 9.2x the typical Ohio plan (state average ~787 per filing). Assets: $754M.

$754M
total plan assets (2023 EOY)
7,236
covered participants
98th
percentile by assets (of 126,618 plans)
$104,241
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Ohiohealth Cash Balance Retirement Plan reported net income rose from -$95M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Ohiohealth Cash Balance Retirement Plan reported participants fell from 7,923 in the plan year 2022 filing to 7,236 in the plan year 2023 filing.
  • The Ohiohealth Cash Balance Retirement Plan end-of-year assets rose from $746M in the plan year 2022 filing to $754M in the plan year 2023 filing.

See the national 2023→2024 release diff →

State
Ohio
Industry
Healthcare & Social Assistance

Participants vs Ohio filers

In Ohio, the average filing covers about 787 participants across 4,840 plans. The Ohiohealth Cash Balance Retirement Plan reports 7,236 participants - 9.2x that state average ($754M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$746M
Net Assets (End of Year)$754M
Net Income$9M
Employer EIN314394942
Plan Effective Date1961-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohiohealth Corporation)

$2.5B$3B$3.5B$4B 202220232024 $2.67B $3.47B ▲ +30.0%
Total plan assets by year, all Ohiohealth Corporation plans on file
Year Plans Participants Total Assets
2022 2 36,385 $2.7B
2023 2 35,840 $3.1B
2024 2 36,326 $3.5B

Nearby Defined Benefit (Pension) Plans in Ohio

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

The Ohiohealth Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

The Ohiohealth Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 02468 Total assets ($B) Participants The Ohiohealth Cash …Firstenergy Corp. Ma…Nationwide Retiremen…American Electric Po…Parker Defined Benef…Ohio Operating Engin…
The Ohiohealth Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare The Ohiohealth Cash Balance Retirement P… side-by-side with 3 peers →

Scale composition for The Ohiohealth Cash Balance Retirement Plan

The Ohiohealth Cash Balance Retirement Plan reports $754M in end-of-year assets across 7,236 participants (0.006% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.008% of 89,805,449 covered participants) - about $104,241 per participant (76% of the national average assets-per-participant) . Net income for plan year 2023 was $9M.

This plan identity (EIN 314394942, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $746M to $743M (-0.4%) while covered participants moved from 7,923 to 6,616 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,923 $746M Open filing
2023 7,236 $754M This page
2024 · index core 6,616 $743M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Ohiohealth Cash Balance Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Ohiohealth Cash Balance Retirement Plan assets move in 2023? ▼
The Ohiohealth Cash Balance Retirement Plan edged up modestly - up 1.2% during 2023, from $746M to $754M. Reported net income was $9M.
How have Ohiohealth Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohiohealth Corporation's sponsor-wide assets grew 30.1%, from $2.7B to $3.5B.
Where does The Ohiohealth Cash Balance Retirement Plan rank by assets among Form 5500 filers? ▼
The Ohiohealth Cash Balance Retirement Plan ranks in the 98th percentile by end-of-year assets among 126,618 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Ohiohealth Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Komatsu U.S. Pension Plan in WI ($754M, 1,006 participants).

Next read for The Ohiohealth Cash Balance Retirement P…

Filing takeaways

Ways to act on The Ohiohealth Cash Balance Retirement Plan's numbers.

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 314394942.

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.