Other · DOL Form 5500 · 2023
OHIOHEALTH Retirement Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 28,604
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $81,577
- Avg per participant Below avg balance/head
Official DOL plan name: Ohiohealth Retirement Savings Plan 403(b) · Sponsored by OHIOHEALTH · Ohio · Healthcare & Social Assistance
$2.3B in assets, 28,604 participants
OHIOHEALTH's Ohiohealth Retirement Savings Plan 403(b) reported $2.3B in total assets and 28,604 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,604 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Ohiohealth Retirement Savings Plan 403(b) covers 28,604 participants in Ohio, 37x the typical Ohio plan (state average ~765 per filing). Assets: $2.3B.
- #17,604
- in Healthcare & Social Assistance (17,684 peers)
- +21.3%
- assets growth YoY
- 23×
- vs typical plan assets (national mean)
Ohiohealth Retirement Savings Plan 403(b)'s outsized position by total assets
Ohiohealth Retirement Savings Plan 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,333,422,722 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ohiohealth Retirement Savings Plan 403(b)'s mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohiohealth Retirement Savings Plan 403(b) is a mega filing (28,604 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ohiohealth Retirement Savings Plan 403(b) reported net income rose from -$371M in the plan year 2022 filing to $410M in the plan year 2023 filing.
- Ohiohealth Retirement Savings Plan 403(b) end-of-year assets rose from $1.9B in the plan year 2022 filing to $2.3B in the plan year 2023 filing.
- Ohiohealth Retirement Savings Plan 403(b) reported participants rose from 28,462 in the plan year 2022 filing to 28,604 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 314394942 · OHIOHEALTH PY 2023 · Other
Ohiohealth Retirement Savings Plan 403(b) · $2.3B · 28,604 · 99th
- BOOK $2.3B
- VS-ST 28,604
- BOY 99th
- SCH Other
- EBSA near Northeastern University Retirement Plan
- PART ind #17604
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 →
Ohiohealth Retirement Savings Plan 403(b) in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | $410M |
| Employer EIN | 314394942 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (OHIOHEALTH)
Sponsor-wide plan assets over time
All OHIOHEALTH plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.5B 30.07441429414331% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 36,385 | $2.7B |
| 2023 | 2 | 35,840 | $3.1B |
| 2024 | 2 | 36,326 | $3.5B |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
- Summa Health 403(b) Retirement Savings Plan $768M · 4,948
Scale composition for Ohiohealth Retirement Savings Plan 403(b)
Ohiohealth Retirement Savings Plan 403(b) reports $2.3B in end-of-year assets across 28,604 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.030% of 93,925,755 covered participants) - about $81,577 per participant (59% of the national average assets-per-participant) . Net income for plan year 2023 was $410M.
This plan identity (EIN 314394942, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.7B (+41.9%) while covered participants moved from 28,462 to 29,710 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,462 | $1.9B | Open filing |
| 2023 | 28,604 | $2.3B | This page |
| 2024 · index core | 29,710 | $2.7B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Ohiohealth Retirement Savings Plan 403(b) (Other, $2.7B, 29,710 participants)
- The Ohiohealth Cash Balance Retirement Plan (Defined Benefit (Pension), $743M, 6,616 participants)
Ohiohealth Retirement Savings Plan 403(b)'s out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Northeastern University Retirement Plan in MA ($2.3B); by covered participants it is Rwjbarnabas Health 403(b) Savings Plan in NJ (28,672 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- Northeastern University Retirement Plan (MA) $2.3B · 8,553
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (FL) $2.3B · 25,214
- The Medical College of Wisconsin, Inc. Retirement Plan (WI) $2.3B · 6,591
- Vanderbilt University Retirement Plan (TN) $2.3B · 6,887
Similar participant headcount
Nearest other-state filings by covered participants (28,604 participants); asset peers above are excluded.
- Rwjbarnabas Health 403(b) Savings Plan (NJ) 28,672 · 68 off
- University of Rochester Retirement Program (NY) 28,970 · 366 off
- The Tax Sheltered Annuity Plan of the Methodist Hospital (TX) 29,975 · 1,371 off
- Vanderbilt University Medical Center Retirement Plan (TN) 30,220 · 1,616 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.