Other · DOL Form 5500 · 2023
Genesis Healthcare System Retirement Plan
Data updated 2026-08-25
- $158M
- Total assets Near avg plan size
- 3,167
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $49,974
- Avg per participant Low balance/head
Official DOL plan name: Genesis Healthcare System Tda Thrift Plan · Sponsored by Genesis Healthcare System · Ohio · Healthcare & Social Assistance
$158M in assets, 3,167 participants
Genesis Healthcare System's Genesis Healthcare System Tda Thrift Plan reported $158M in total assets and 3,167 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.
- #16,719 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Genesis Healthcare System Tda Thrift Plan covers 3,167 participants in Ohio, 4.1x the typical Ohio plan (state average ~765 per filing). Assets: $158M.
- #16,719
- in Healthcare & Social Assistance (17,684 peers)
- +2.9%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Genesis Healthcare System Tda Thrift Plan's outsized position by total assets
Genesis Healthcare System Tda Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$158,266,277 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
Genesis Healthcare System Tda Thrift Plan'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. Genesis Healthcare System Tda Thrift Plan lands in the large band (3,167 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Genesis Healthcare System Tda Thrift Plan reported net income rose from -$19M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Genesis Healthcare System Tda Thrift Plan end-of-year assets rose from $154M in the plan year 2022 filing to $158M in the plan year 2023 filing.
- Genesis Healthcare System Tda Thrift Plan reported participants rose from 3,091 in the plan year 2022 filing to 3,167 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 311480941 · Genesis Healthcare System PY 2023 · Other
Genesis Healthcare System Tda Thrift Plan · $158M · 3,167 · 94th
- ASSETS $158M
- PCT 3,167
- EIN 94th
- RANK Other
- PHOTO near Berea College Retirement Plan
- IND ind #16719
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 Healthcare System Tda Thrift Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $154M |
|---|---|
| Net Assets (End of Year) | $158M |
| Net Income | $4M |
| Employer EIN | 311480941 |
| Plan Effective Date | 1983-12-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 4,710 | $254M |
| 2023 | 4 | 4,804 | $246M |
| 2024 | 3 | 7,010 | $273M |
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
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- 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
Genesis Healthcare System Tda Thrift Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Berea College Retirement Plan in KY ($158M); by covered participants it is Marquette University Retirement Plan in WI (3,157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($158M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,167 participants); asset peers above are excluded.
- Marquette University Retirement Plan (WI) 3,157 · 10 off
- Union Health 403(b)Retirement Plan (IN) 3,178 · 11 off
- Butler University Retirement Plan (IN) 3,137 · 30 off
- Metro Health 403(b) Retirement Savings Plan (MI) 3,132 · 35 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.