Profit Sharing · DOL Form 5500 · 2023
Southern Ohio Medical Center Profit Sharing Plan
Data updated 2026-08-11
- $155M
- Total assets
- 3,054
- Participants
- 94th
- Percentile by assets
- $50,719
- Avg per participant
Official DOL plan name: Southern Ohio Medical Center Retirement Savings Program · Sponsored by Southern Ohio Medical Center · Ohio · Healthcare & Social Assistance
$155M in assets, 3,054 participants
Southern Ohio Medical Center's Southern Ohio Medical Center Retirement Savings Program reported $155M in total assets and 3,054 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #16,705 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Southern Ohio Medical Center Retirement Savings Program covers 3,054 participants in Ohio, 4.0x the typical Ohio plan (state average ~765 per filing). Assets: $155M.
- $155M
- total plan assets (2023 EOY)
- 3,054
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $50,719
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern Ohio Medical Center Retirement Savings Program reported net income rose from -$18M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Southern Ohio Medical Center Retirement Savings Program end-of-year assets rose from $136M in the plan year 2022 filing to $155M in the plan year 2023 filing.
- Southern Ohio Medical Center Retirement Savings Program reported participants fell from 3,162 in the plan year 2022 filing to 3,054 in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Southern Ohio Medical Center Retirement Savings Program reports 3,054 participants - 4.0x that state average ($155M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $136M |
|---|---|
| Net Assets (End of Year) | $155M |
| Net Income | $19M |
| Employer EIN | 310678022 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Ohio Medical Center)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,823 | $200M |
| 2023 | 2 | 5,657 | $225M |
| 2024 | 2 | 5,796 | $248M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Southern Ohio Medical Center Retirement Savings Program vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Southern Ohio Medical Center Retirement Savings Program by total assets, not by location.
- Alberici Companies Retirement Plan (MO) $155M · 390
- IBEW Local No 461 Defined Contribution Pension Plan (MI) $154M · 982
- Greenwich Hospital Retirement and Savings Plan (CT) $157M · 2,296
- Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund (IL) $157M · 781
Frequently Asked Questions
How did Southern Ohio Medical Center Retirement Savings Program assets move in 2023? ▼
How have Southern Ohio Medical Center plan assets changed over time? ▼
Where does Southern Ohio Medical Center Retirement Savings Program rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Southern Ohio Medical Center Retirement Savings Program? ▼
Next read for Southern Ohio Medical Center Retirement …
Filing takeaways
Ways to act on Southern Ohio Medical Center Retirement Savings Program's numbers.
- By total assets, Southern Ohio Medical Center Retirement Savings Program ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Southern Ohio Medical Center's sponsor-wide assets have grown 23.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans