401(k) · DOL Form 5500 · 2023

Aultman Health Foundation 401(k) Plan

Data updated 2026-08-25

$741M
Total assets Above avg plan size
6,558
Participants Above avg headcount
98th
Percentile by assets National rank
$113,035
Avg per participant Below avg balance/head
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Official DOL plan name: Aultman 401(k) Plan · Sponsored by Aultman Health Foundation · Ohio · Healthcare & Social Assistance

$741M in assets, 6,558 participants

Aultman Health Foundation's Aultman 401(k) Plan reported $741M in total assets and 6,558 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,395 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Aultman 401(k) Plan covers 6,558 participants in Ohio, 8.6x the typical Ohio plan (state average ~765 per filing). Assets: $741M.

#17,395
in Healthcare & Social Assistance (17,684 peers)
+15.7%
assets growth YoY
7.4×
vs typical plan assets (national mean)

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

Aultman 401(k) Plan vs every filed plan by assets

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

$741,285,835 Top 2% higher than 98% 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

Aultman 401(k) 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. Aultman 401(k) Plan lands in the large band (6,558 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aultman 401(k) Plan reported net income rose from -$132M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • Aultman 401(k) Plan end-of-year assets rose from $641M in the plan year 2022 filing to $741M in the plan year 2023 filing.
  • Aultman 401(k) Plan reported participants rose from 6,515 in the plan year 2022 filing to 6,558 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341445390 · Aultman Health Foundation PY 2023 · 401(k)

Aultman 401(k) Plan · $741M · 6,558 · 98th

  • BOOK $741M
  • VS-ST 6,558
  • BOY 98th
  • SCH 401(k)
  • EBSA near Knife River Corporation 401(k) Retirement Plan
  • PART ind #17395

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 →

Aultman 401(k) Plan in the asset neighbourhood

Fox Rothschild LLP Retirement Savings PlanFox Rothschild LLP Retiremen…$742MAcosta, Inc. 401(k) Retirement PlanAcosta, Inc. 401(k) Retireme…$742MAmeritas 401(k) Retirement PlanAmeritas 401(k) Retirement P…$742MAultman 401(k) Plan$741MKnife River Corporation 401(k) Retirement PlanKnife River Corporation 401(…$741M
End-of-year total assets ($M) among Aultman 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$641M
Net Assets (End of Year)$741M
Net Income$101M
Employer EIN341445390
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aultman Health Foundation)

Sponsor-wide plan assets over time

All Aultman Health Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$826M 28.962734908785805% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $641M $826M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 6,515 $641M
2023 1 6,558 $741M
2024 1 6,658 $826M

Nearby 401(k) Plans in Ohio

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

Aultman 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -50510152025 Total assets ($B) Participants Aultman 401(k) Plan, Total assets ($B): 0.741285835 · Participants: 6558Aultman 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
Aultman 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Aultman 401(k) Plan side-by-side with 3 peers →

Scale composition for Aultman 401(k) Plan

Aultman 401(k) Plan reports $741M in end-of-year assets across 6,558 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $113,035 per participant (82% of the national average assets-per-participant) . Net income for plan year 2023 was $101M.

This plan identity (EIN 341445390, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $641M to $826M (+29.0%) while covered participants moved from 6,515 to 6,658 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,515 $641M Open filing
2023 6,558 $741M This page
2024 · index core 6,658 $826M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Ohio, the nearest 401(k) by assets is Knife River Corporation 401(k) Retirement Plan in ND ($741M); by covered participants it is Phoenix Children's Hospital Section 401(k) Investment Plan in AZ (6,560 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($741M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,558 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 Aultman 401(k) Plan assets move in 2023? ▼
Aultman 401(k) Plan grew sharply - up 15.7% during 2023, from $641M to $741M. Reported net income was $101M.
How have Aultman Health Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aultman Health Foundation's sponsor-wide assets grew 29.0%, from $641M to $826M.
Where does Aultman 401(k) Plan rank by assets among Form 5500 filers? ▼
Aultman 401(k) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Aultman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Knife River Corporation 401(k) Retirement Plan in ND ($741M, 5,269 participants).
Which 401(k) plans cover a similar participant headcount to Aultman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phoenix Children's Hospital Section 401(k) Investment Plan in AZ (6,560 participants, $574M 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 341445390.

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.