401(k) · DOL Form 5500 · 2023

Trihealth, Inc. 401(k) Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
11,706
Participants Very large workforce
99th
Percentile by assets National rank
$100,980
Avg per participant Below avg balance/head
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Official DOL plan name: Trihealth 401(k) Retirement Savings Plan · Sponsored by Trihealth, Inc. · Ohio · Healthcare & Social Assistance

$1.2B in assets, 11,706 participants

Trihealth, Inc.'s Trihealth 401(k) Retirement Savings Plan reported $1.2B in total assets and 11,706 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #17,510 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Trihealth 401(k) Retirement Savings Plan covers 11,706 participants in Ohio, 15x the typical Ohio plan (state average ~765 per filing). Assets: $1.2B.

#17,510
in Healthcare & Social Assistance (17,684 peers)
+30.6%
assets growth YoY
12×
vs typical plan assets (national mean)

Trihealth 401(k) Retirement Savings Plan's outsized position by total assets

Trihealth 401(k) Retirement Savings Plan vs every filed plan by assets

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

$1,182,077,042 Top 1% higher than 99% 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

Trihealth 401(k) Retirement Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trihealth 401(k) Retirement Savings Plan is a mega filing (11,706 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trihealth 401(k) Retirement Savings Plan reported net income rose from -$148M in the plan year 2022 filing to $277M in the plan year 2023 filing.
  • Trihealth 401(k) Retirement Savings Plan end-of-year assets rose from $905M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
  • Trihealth 401(k) Retirement Savings Plan reported participants rose from 11,276 in the plan year 2022 filing to 11,706 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311438846 · Trihealth, Inc. PY 2023 · 401(k)

Trihealth 401(k) Retirement Savings Plan · $1.2B · 11,706 · 99th

  • EOY $1.2B
  • 5500 11,706
  • ASSETS 99th
  • PCT 401(k)
  • EIN near D.R. Horton, Inc. Profit Sharing Plus Plan
  • RANK ind #17510

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 →

Trihealth 401(k) Retirement Savings Plan in the asset neighbourhood

Trihealth 401(k) Retirement Savings PlanTrihealth 401(k) Retirement …$1.2BD.R. Horton, Inc. Profit Sharing Plus PlanD.R. Horton, Inc. Profit Sha…$1.2BThe Hanover Insurance Group Retirement Savings PlanThe Hanover Insurance Group …$1.2BAkamai Technologies, Inc. 401(k) PlanAkamai Technologies, Inc. 40…$1.2BBaker Tilly Advisory Group Parent, LPBaker Tilly Advisory Group P…$1.2B
End-of-year total assets ($B) among Trihealth 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$905M
Net Assets (End of Year)$1.2B
Net Income$277M
Employer EIN311438846
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trihealth, Inc.)

Sponsor-wide plan assets over time

All Trihealth, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 36.71505661438065% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $1.02B $1.39B ▲ +36.3%
Year Plans Participants Total Assets
2022 2 13,655 $1.0B
2023 2 12,042 $1.2B
2024 1 12,308 $1.4B

Nearby 401(k) Plans in Ohio

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

Trihealth 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 050000100000150000 0510152025 Total assets ($B) Participants Trihealth 401(k) Retirement Savings Plan, Total assets ($B): 1.182077042 · Participants: 11706Trihealth 401(k) Retirement Savings 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
Trihealth 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Trihealth 401(k) Retirement Savings Plan side-by-side with 3 peers →

Scale composition for Trihealth 401(k) Retirement Savings Plan

Trihealth 401(k) Retirement Savings Plan reports $1.2B in end-of-year assets across 11,706 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $100,980 per participant (73% of the national average assets-per-participant) . Net income for plan year 2023 was $277M.

This plan identity (EIN 311438846, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $905M to $1.4B (+53.4%) while covered participants moved from 11,276 to 12,308 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,276 $905M Open filing
2023 11,706 $1.2B This page
2024 · index core 12,308 $1.4B Open filing

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

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

Outside Ohio, the nearest 401(k) by assets is D.R. Horton, Inc. Profit Sharing Plus Plan in TX ($1.2B); by covered participants it is Space Exploration Technologies 401(k) Plan in CA (11,701 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (11,706 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 Trihealth 401(k) Retirement Savings Plan assets move in 2023? ▼
Trihealth 401(k) Retirement Savings Plan surged - up 30.6% during 2023, from $905M to $1.2B. Reported net income was $277M.
How have Trihealth, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trihealth, Inc.'s sponsor-wide assets grew 36.7%, from $1.0B to $1.4B.
Where does Trihealth 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Trihealth 401(k) Retirement Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Trihealth 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is D.R. Horton, Inc. Profit Sharing Plus Plan in TX ($1.2B, 12,128 participants).
Which 401(k) plans cover a similar participant headcount to Trihealth 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Space Exploration Technologies 401(k) Plan in CA (11,701 participants, $451M 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 311438846.

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.