Other · DOL Form 5500 · 2023
University Hospitals Health System Retirement Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 26,534
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $79,803
- Avg per participant Below avg balance/head
Official DOL plan name: University Hospitals Health System 403(b) Matched Retirement Savings Plan · Sponsored by University Hospitals Health System · Ohio · Healthcare & Social Assistance
$2.1B in assets, 26,534 participants
University Hospitals Health System's University Hospitals Health System 403(b) Matched Retirement Savings Plan reported $2.1B in total assets and 26,534 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.
- #17,591 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
University Hospitals Health System 403(b) Matched Retirement Savings Plan covers 26,534 participants in Ohio, 35x the typical Ohio plan (state average ~765 per filing). Assets: $2.1B.
- #17,591
- in Healthcare & Social Assistance (17,684 peers)
- +21.1%
- assets growth YoY
- 21×
- vs typical plan assets (national mean)
University Hospitals Health System 403(b) Matched Retirement Savings Plan's outsized position by total assets
University Hospitals Health System 403(b) Matched Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,117,502,241 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
University Hospitals Health System 403(b) Matched Retirement Savings Plan'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. University Hospitals Health System 403(b) Matched Retirement Savings Plan is a mega filing (26,534 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University Hospitals Health System 403(b) Matched Retirement Savings Plan reported net income rose from -$302M in the plan year 2022 filing to $369M in the plan year 2023 filing.
- University Hospitals Health System 403(b) Matched Retirement Savings Plan end-of-year assets rose from $1.7B in the plan year 2022 filing to $2.1B in the plan year 2023 filing.
- University Hospitals Health System 403(b) Matched Retirement Savings Plan reported participants rose from 23,582 in the plan year 2022 filing to 26,534 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 340714775 · University Hospitals Health System PY 2023 · Other
University Hospitals Health System 403(b) Matched Retirement Savings Plan · $2.1B · 26,534 · 99th
- IND $2.1B
- EOY 26,534
- 5500 99th
- ASSETS Other
- PCT near Princeton University Retirement Plan
- EIN ind #17591
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 →
University Hospitals Health System 403(b) Matched Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | $369M |
| Employer EIN | 340714775 |
| Plan Effective Date | 1996-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Hospitals Health System)
Sponsor-wide plan assets over time
All University Hospitals Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.2B 28.88188211630914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 51,318 | $3.2B |
| 2023 | 3 | 54,334 | $3.7B |
| 2024 | 3 | 55,259 | $4.2B |
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
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- 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 University Hospitals Health System 403(b) Matched Retirement Savings Plan
University Hospitals Health System 403(b) Matched Retirement Savings Plan reports $2.1B in end-of-year assets across 26,534 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.028% of 93,925,755 covered participants) - about $79,803 per participant (58% of the national average assets-per-participant) . Net income for plan year 2023 was $369M.
This plan identity (EIN 340714775, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.5B (+40.9%) while covered participants moved from 23,582 to 27,009 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 23,582 | $1.7B | Open filing |
| 2023 | 26,534 | $2.1B | This page |
| 2024 · index core | 27,009 | $2.5B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- University Hospitals Health System 403(b) Matched Retirement Savings Plan (Other, $2.5B, 27,009 participants)
- University Hospitals Health System, Inc. Retirement Plan (Defined Benefit (Pension), $920M, 23,595 participants)
- Uhhs 401(k) Retirement Savings Plan (401(k), $767M, 4,655 participants)
University Hospitals Health System 403(b) Matched Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Princeton University Retirement Plan in NJ ($2.1B); by covered participants it is Northside Hospital 403(b) Retirement Plan in GA (26,208 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- Princeton University Retirement Plan (NJ) $2.1B · 8,456
- Mainehealth 403(b) Retirement Plan (ME) $2.1B · 22,008
- The Children's Hospital of Philadelphia Retirement Savings Plan (PA) $2.1B · 18,109
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan (GA) $2.1B · 24,573
Similar participant headcount
Nearest other-state filings by covered participants (26,534 participants); asset peers above are excluded.
- Northside Hospital 403(b) Retirement Plan (GA) 26,208 · 326 off
- Orlando Health Retirement Savings Plan 403b (FL) 26,087 · 447 off
- Sentara 403(b) Savings Plan (VA) 25,806 · 728 off
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (PA) 25,712 · 822 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.