401(k) · DOL Form 5500 · 2023

OHIOHEALTH 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
245
Participants Below avg headcount
84th
Percentile by assets National rank
$174,176
Avg per participant Above avg balance/head
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Official DOL plan name: Ohiohealth Retirement Savings Plan 401(k) · Sponsored by OHIOHEALTH · Ohio · Healthcare & Social Assistance

$43M in assets, 245 participants

OHIOHEALTH's Ohiohealth Retirement Savings Plan 401(k) reported $43M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,247 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Ohiohealth Retirement Savings Plan 401(k) covers 245 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $43M.

#15,247
in Healthcare & Social Assistance (17,684 peers)
+9.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ohiohealth Retirement Savings Plan 401(k)'s outsized position by total assets

Ohiohealth Retirement Savings Plan 401(k) vs every filed plan by assets

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

$42,673,198 Top 16% higher than 84% 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

Ohiohealth Retirement Savings Plan 401(k) among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohiohealth Retirement Savings Plan 401(k) sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohiohealth Retirement Savings Plan 401(k) reported net income rose from -$12M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ohiohealth Retirement Savings Plan 401(k) end-of-year assets rose from $39M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Ohiohealth Retirement Savings Plan 401(k) reported participants fell from 264 in the plan year 2022 filing to 245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311119936 · OHIOHEALTH PY 2023 · 401(k)

Ohiohealth Retirement Savings Plan 401(k) · $43M · 245 · 84th

  • BOOK $43M
  • BOOK 245
  • BOOK 84th
  • BOOK 401(k)
  • BOOK near Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan
  • BOOK ind #15247

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 401(k) in the asset neighbourhood

Pulmonary Associates of Mobile, PC 401(k) Profit Sharing PlanPulmonary Associates of Mobi…$43MOhiohealth Retirement Savings Plan 401(k)Ohiohealth Retirement Saving…$43MShepherd Electric Company Inc. 401(k) and Profit Sharing PlanShepherd Electric Company In…$43MTaw 401(k) and Profit Sharing PlanTaw 401(k) and Profit Sharin…$43MAssociated Insurance Management, LLC 401(k) PlanAssociated Insurance Managem…$43M
End-of-year total assets ($M) among Ohiohealth Retirement Savings Plan 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$43M
Net Income$4M
Employer EIN311119936
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (OHIOHEALTH)

Sponsor-wide plan assets over time

All OHIOHEALTH plans reported in each filing year

Latest sponsor-wide plan assets
$43M 8.992435676897907% vs 2022
2024 filing year
$38M$40M$42M$44M 202220232024 $39.2M $42.7M ▲ +9.0%
Year Plans Participants Total Assets
2022 1 264 $39M
2023 1 245 $43M
2024 1 246 $43M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ohiohealth Retirement Savings Plan 401(k) vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Ohiohealth Retirement Savings Plan 401(k), Total assets ($B): 0.042673198 · Participants: 245Ohiohealth Retirement Savings Plan 401(k)GE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Ohiohealth Retirement Savings Plan 401(k) vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ohiohealth Retirement Savings Plan 401(k) side-by-side with 3 peers →

Ohiohealth Retirement Savings Plan 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan in MD ($43M); by covered participants it is Win It America Inc 401(k) Plan in CA (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Ohiohealth Retirement Savings Plan 401(k) assets move in 2023? ▼
Ohiohealth Retirement Savings Plan 401(k) grew at a solid clip - up 9.0% during 2023, from $39M to $43M. Reported net income was $4M.
How have OHIOHEALTH plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), OHIOHEALTH's sponsor-wide assets grew 9.0%, from $39M to $43M.
Where does Ohiohealth Retirement Savings Plan 401(k) rank by assets among Form 5500 filers? ▼
Ohiohealth Retirement Savings Plan 401(k) ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ohiohealth Retirement Savings Plan 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan in MD ($43M, 254 participants).
Which 401(k) plans cover a similar participant headcount to Ohiohealth Retirement Savings Plan 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Win It America Inc 401(k) Plan in CA (245 participants, $428K 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 311119936.

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.