401(k) · DOL Form 5500 · 2023

Shelby County Memorial Hospital Association Dba Wilson Health 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
759
Participants Near avg headcount
90th
Percentile by assets National rank
$110,908
Avg per participant Below avg balance/head
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Official DOL plan name: Wilson Health 401(k) Plan · Sponsored by Shelby County Memorial Hospital Association Dba Wilson Health · Ohio · Healthcare & Social Assistance

$84M in assets, 759 participants

Shelby County Memorial Hospital Association Dba Wilson Health's Wilson Health 401(k) Plan reported $84M in total assets and 759 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,167 in Healthcare & Social Assistance (17,684 peers)

Where Wilson Health 401(k) Plan sits by assets

Wilson Health 401(k) Plan sits in the top 10% of all filed plans by assets, $84M for 759 participants (~$110,908/participant), up 12.0% in 2023.

#16,167
in Healthcare & Social Assistance (17,684 peers)
+12.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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

Wilson Health 401(k) Plan vs every filed plan by assets

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

$84,178,922 Top 10% higher than 90% 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

Wilson Health 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. Wilson Health 401(k) Plan sits mid-pack in the medium band (759 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilson Health 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Wilson Health 401(k) Plan end-of-year assets rose from $75M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Wilson Health 401(k) Plan reported participants fell from 788 in the plan year 2022 filing to 759 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 344427944 · Shelby County Memorial Hospital Association Dba Wilson Health PY 2023 · 401(k)

Wilson Health 401(k) Plan · $84M · 759 · 90th

  • NET $84M
  • BOOK 759
  • VS-ST 90th
  • BOY 401(k)
  • SCH near Integration Innovation, Inc. 401(k) and Profit Sharing Plan
  • EBSA ind #16167

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 →

Wilson Health 401(k) Plan in the asset neighbourhood

Thompson Holdings, Inc. 401(k) and Employee Stock Ownership PlanThompson Holdings, Inc. 401(…$84MWilson Health 401(k) Plan$84MIntegration Innovation, Inc. 401(k) and Profit Sharing PlanIntegration Innovation, Inc.…$84MDerrick Corporation Profit Sharing PlanDerrick Corporation Profit S…$84MAviat Networks 401(k) Plan$84M
End-of-year total assets ($M) among Wilson Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$84M
Net Income$9M
Employer EIN344427944
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelby County Memorial Hospital Association Dba Wilson Health)

Sponsor-wide plan assets over time

All Shelby County Memorial Hospital Association Dba Wilson Health plans reported in each filing year

Latest sponsor-wide plan assets
$89M 18.17238940075727% vs 2022
2024 filing year
$70M$75M$80M$85M$90M$95M 202220232024 $75.2M $88.9M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 788 $75M
2023 1 759 $84M
2024 1 731 $89M

Nearby 401(k) Plans in Ohio

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

Wilson Health 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Wilson Health 401(k) Plan, Total assets ($B): 0.084178922 · Participants: 759Wilson Health 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
Wilson Health 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Wilson Health 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Integration Innovation, Inc. 401(k) and Profit Sharing Plan in AL ($84M); by covered participants it is Pds 401(k) Plan for Defense Employees in TX (759 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (759 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 Wilson Health 401(k) Plan assets move in 2023? ▼
Wilson Health 401(k) Plan grew at a solid clip - up 12.0% during 2023, from $75M to $84M. Reported net income was $9M.
How have Shelby County Memorial Hospital Association Dba Wilson Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelby County Memorial Hospital Association Dba Wilson Health's sponsor-wide assets grew 18.2%, from $75M to $89M.
Where does Wilson Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Wilson Health 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wilson Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integration Innovation, Inc. 401(k) and Profit Sharing Plan in AL ($84M, 653 participants).
Which 401(k) plans cover a similar participant headcount to Wilson Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Defense Employees in TX (759 participants, N/A 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 344427944.

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.