Defined Benefit (Pension) · DOL Form 5500 · 2023

Uc Health, LLC Pension Plan

Data updated 2026-08-25

$240M
Total assets Near avg plan size
1,861
Participants Near avg headcount
95th
Percentile by assets National rank
$128,876
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Uc Health Retirement Plan · Sponsored by Uc Health, LLC · Ohio · Healthcare & Social Assistance

$240M in assets, 1,861 participants

Uc Health, LLC's Uc Health Retirement Plan reported $240M in total assets and 1,861 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,956 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Uc Health Retirement Plan covers 1,861 participants in Ohio, 2.4x the typical Ohio plan (state average ~765 per filing). Assets: $240M.

#16,956
in Healthcare & Social Assistance (17,684 peers)
+5.2%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Uc Health Retirement Plan's outsized position by total assets

Uc Health Retirement Plan vs every filed plan by assets

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

$239,837,391 Top 5% higher than 95% 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

Uc Health Retirement 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. Uc Health Retirement Plan lands in the large band (1,861 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uc Health Retirement Plan reported net income rose from -$50M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Uc Health Retirement Plan reported participants fell from 2,040 in the plan year 2022 filing to 1,861 in the plan year 2023 filing.
  • Uc Health Retirement Plan end-of-year assets rose from $228M in the plan year 2022 filing to $240M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311435820 · Uc Health, LLC PY 2023 · Defined Benefit (Pension)

Uc Health Retirement Plan · $240M · 1,861 · 95th

  • EOY $240M
  • 5500 1,861
  • ASSETS 95th
  • PCT Defined Benefit (Pension)
  • EIN near Constellium Rolled Products Master Retirement Trust
  • RANK ind #16956

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 →

Uc Health Retirement Plan in the asset neighbourhood

Steamfitters Local Union No. 464 Pension PlanSteamfitters Local Union No.…$240MUc Health Retirement Plan$240MConstellium Rolled Products Master Retirement TrustConstellium Rolled Products …$240MAsbestos Workers Philadelphia Pension FundAsbestos Workers Philadelphi…$239MSpectrum Health Pension Plan$239M
End-of-year total assets ($M) among Uc Health Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$228M
Net Assets (End of Year)$240M
Net Income$12M
Employer EIN311435820
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uc Health, LLC)

Sponsor-wide plan assets over time

All Uc Health, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$998M 21.369569737407552% vs 2022
2024 filing year
$800M$900M$1,000M$1,100M 202220232024 $822M $998M ▲ +21.4%
Year Plans Participants Total Assets
2022 3 12,222 $822M
2023 3 11,961 $905M
2024 2 11,922 $998M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Uc Health Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Uc Health Retirement Plan, Total assets ($B): 0.239837391 · Participants: 1861Uc Health Retirement PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Uc Health Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Uc Health Retirement Plan side-by-side with 3 peers →

Uc Health Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Constellium Rolled Products Master Retirement Trust in WV ($240M); by covered participants it is Sheet Metal Workers' Local 73 Pension Fund in IL (1,865 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($240M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,861 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 Uc Health Retirement Plan assets move in 2023? ▼
Uc Health Retirement Plan grew at a solid clip - up 5.2% during 2023, from $228M to $240M. Reported net income was $12M.
How have Uc Health, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uc Health, LLC's sponsor-wide assets grew 21.4%, from $822M to $998M.
Where does Uc Health Retirement Plan rank by assets among Form 5500 filers? ▼
Uc Health Retirement Plan ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to Uc Health Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Constellium Rolled Products Master Retirement Trust in WV ($240M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Uc Health Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers' Local 73 Pension Fund in IL (1,865 participants, $718M 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 311435820.

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.