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
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
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.
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
Ohio filing particulars
| Total Assets (Beginning of Year) | $641M |
|---|---|
| Net Assets (End of Year) | $741M |
| Net Income | $101M |
| Employer EIN | 341445390 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING 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
| 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.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
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 (401(k), $826M, 6,658 participants)
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).
- Knife River Corporation 401(k) Retirement Plan (ND) $741M · 5,269
- Ameritas 401(k) Retirement Plan (NE) $742M · 2,376
- Acosta, Inc. 401(k) Retirement Plan (FL) $742M · 21,135
- Fox Rothschild LLP Retirement Savings Plan (PA) $742M · 1,660
Similar participant headcount
Nearest other-state filings by covered participants (6,558 participants); asset peers above are excluded.
- Phoenix Children's Hospital Section 401(k) Investment Plan (AZ) 6,560 · 2 off
- Amcor 401(k) Plan (WI) 6,560 · 2 off
- Simmons Foods, Inc. 401(k) Retirement and Trust Plan (AR) 6,562 · 4 off
- Employees Savings and Retirement Plan of Credit Suisse (NY) 6,563 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.