Profit Sharing · DOL Form 5500 · 2023
Southern Ohio Medical Center Profit Sharing Plan
Data updated 2026-08-25
- $155M
- Total assets Near avg plan size
- 3,054
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $50,719
- Avg per participant Low balance/head
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.
- #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.
- #16,705
- in Healthcare & Social Assistance (17,684 peers)
- +14.3%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Southern Ohio Medical Center Retirement Savings Program's outsized position by total assets
Southern Ohio Medical Center Retirement Savings Program vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$154,894,536 Top 6% higher than 94% 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
Southern Ohio Medical Center Retirement Savings Program'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. Southern Ohio Medical Center Retirement Savings Program lands in the large band (3,054 participants).
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.
DOL schedule card
Filing strip 310678022 · Southern Ohio Medical Center PY 2023 · Profit Sharing
Southern Ohio Medical Center Retirement Savings Program · $155M · 3,054 · 94th
- SCH $155M
- EBSA 3,054
- PART 94th
- TYPE Profit Sharing
- NET near Alberici Companies Retirement Plan
- BOOK ind #16705
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 →
Southern Ohio Medical Center Retirement Savings Program in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Southern Ohio Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $248M 23.903937150316395% vs 2022
- 2024 filing year
| 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.
- 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
Southern Ohio Medical Center Retirement Savings Program's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Alberici Companies Retirement Plan in MO ($155M); by covered participants it is United Association of Journeymen & Apprentice Annuity Trust Fund in FL (3,054 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,054 participants); asset peers above are excluded.
- United Association of Journeymen & Apprentice Annuity Trust Fund (FL) 3,054 · 0 off
- IBEW Local 1049 Craft Annuity Fund (NY) 3,061 · 7 off
- Connecticut Laborers' Annuity Plan (CT) 3,065 · 11 off
- Medical Information Technology, Inc. Profit Sharing Plan (MA) 3,041 · 13 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.