Defined Benefit (Pension) · DOL Form 5500 · 2023

Ohiohealth Corporation Pension Plan

Data updated 2026-08-25

$754M
Total assets Above avg plan size
7,236
Participants Very large workforce
98th
Percentile by assets National rank
$104,241
Avg per participant Below avg balance/head
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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.

  • #17,402 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

The Ohiohealth Cash Balance Retirement Plan covers 7,236 participants in Ohio, 9.5x the typical Ohio plan (state average ~765 per filing). Assets: $754M.

#17,402
in Healthcare & Social Assistance (17,684 peers)
+1.2%
assets growth YoY
7.6×
vs typical plan assets (national mean)

The Ohiohealth Cash Balance Retirement Plan's outsized position by total assets

The Ohiohealth Cash Balance Retirement Plan vs every filed plan by assets

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

$754,288,954 Top 2% higher than 98% 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

The Ohiohealth Cash Balance Retirement 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. The Ohiohealth Cash Balance Retirement Plan lands in the large band (7,236 participants).

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 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 314394942 · Ohiohealth Corporation PY 2023 · Defined Benefit (Pension)

The Ohiohealth Cash Balance Retirement Plan · $754M · 7,236 · 98th

  • BOOK $754M
  • VS-ST 7,236
  • BOY 98th
  • SCH Defined Benefit (Pension)
  • EBSA near Komatsu U.S. Pension Plan
  • PART ind #17402

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 →

The Ohiohealth Cash Balance Retirement Plan in the asset neighbourhood

The Employee Retirement Plan of Group Health Plan,The Employee Retirement Plan…$755MThe Ohiohealth Cash Balance Retirement PlanThe Ohiohealth Cash Balance …$754MKomatsu U.S. Pension Plan$754MRetirement Income Plan of Central Hudson Gas & Electric Corp.Retirement Income Plan of Ce…$753MGeorgia Stevedore Association International Longshoremen's Association Pension PlanGeorgia Stevedore Associatio…$753M
End-of-year total assets ($M) among The Ohiohealth Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Ohiohealth Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3.5B 30.07441429414331% vs 2022
2024 filing year
$2.5B$3B$3.5B$4B 202220232024 $2.67B $3.47B ▲ +30.0%
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 Scatter plot of 6 data points. -50000500010000150002000025000 02468 Total assets ($B) Participants The Ohiohealth Cash Balance Retirement Plan, Total assets ($B): 0.754288954 · Participants: 7236The Ohiohealth Cash Balance Retirement 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
The Ohiohealth Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare The Ohiohealth Cash Balance Retirement Plan 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 $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $104,241 per participant (75% 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:

The Ohiohealth Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Komatsu U.S. Pension Plan in WI ($754M); by covered participants it is Smithfield Foods Hourly Pension Plan in VA (7,223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,236 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 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 127,072 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Ohiohealth Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Smithfield Foods Hourly Pension Plan in VA (7,223 participants, $190M 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 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.