401(k) · DOL Form 5500 · 2023

Genesis Healthcare System 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
150
Participants Small participant base
81st
Percentile by assets National rank
$235,747
Avg per participant Above avg balance/head
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Official DOL plan name: Genesis Physicians 401(k) Plan · Sponsored by Genesis Healthcare System · Ohio · Healthcare & Social Assistance

$35M in assets, 150 participants

Genesis Healthcare System's Genesis Physicians 401(k) Plan reported $35M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,900 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Genesis Physicians 401(k) Plan covers 150 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $35M.

#14,900
in Healthcare & Social Assistance (17,684 peers)
+25.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Genesis Physicians 401(k) Plan's outsized position by total assets

Genesis Physicians 401(k) Plan vs every filed plan by assets

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

$35,362,072 Top 19% higher than 81% 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

Genesis Physicians 401(k) Plan 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. Genesis Physicians 401(k) Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Genesis Physicians 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Genesis Physicians 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Genesis Physicians 401(k) Plan reported participants rose from 144 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311480941 · Genesis Healthcare System PY 2023 · 401(k)

Genesis Physicians 401(k) Plan · $35M · 150 · 81st

  • IND $35M
  • IND 150
  • IND 81st
  • IND 401(k)
  • IND near Pioneer Title Company 401(k) Plan
  • IND ind #14900

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 →

Genesis Physicians 401(k) Plan in the asset neighbourhood

Genesis Physicians 401(k) PlanGenesis Physicians 401(k) Pl…$35MPioneer Title Company 401(k) PlanPioneer Title Company 401(k)…$35MFde 401(k)$35MCfd Research Corporation 401(k) Profit Sharing PlanCfd Research Corporation 401…$35MUnite Here Health Staff 401(k) PlanUnite Here Health Staff 401(…$35M
End-of-year total assets ($M) among Genesis Physicians 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$35M
Net Income$7M
Employer EIN311480941
Plan Effective Date2009-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Genesis Healthcare System)

Sponsor-wide plan assets over time

All Genesis Healthcare System plans reported in each filing year

Latest sponsor-wide plan assets
$273M 7.47411443779735% vs 2022
2024 filing year
$240M$250M$260M$270M$280M 202220232024 $254M $273M ▲ +7.5%
Year Plans Participants Total Assets
2022 4 4,710 $254M
2023 4 4,804 $246M
2024 3 7,010 $273M

Nearby 401(k) Plans in Ohio

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

Genesis Physicians 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Genesis Physicians 401(k) Plan, Total assets ($B): 0.035362072 · Participants: 150Genesis Physicians 401(k) PlanGE 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
Genesis Physicians 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Genesis Physicians 401(k) Plan side-by-side with 3 peers →

Genesis Physicians 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Pioneer Title Company 401(k) Plan in ID ($35M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Genesis Physicians 401(k) Plan assets move in 2023? ▼
Genesis Physicians 401(k) Plan grew sharply - up 25.6% during 2023, from $28M to $35M. Reported net income was $7M.
How have Genesis Healthcare System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Genesis Healthcare System's sponsor-wide assets grew 7.5%, from $254M to $273M.
Where does Genesis Physicians 401(k) Plan rank by assets among Form 5500 filers? ▼
Genesis Physicians 401(k) Plan ranks in the 81st 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 Genesis Physicians 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pioneer Title Company 401(k) Plan in ID ($35M, 298 participants).
Which 401(k) plans cover a similar participant headcount to Genesis Physicians 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 311480941.

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.