401(k) · DOL Form 5500 · 2023

Trihealth, Inc. 401(k) Plan

Data updated 2026-08-11

$1.2B
Total assets
11,706
Participants
99th
Percentile by assets
$100,980
Avg per participant
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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.

  • 99th percentile by assets (of 127,072 plans)
  • #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.

$1.2B
total plan assets (2023 EOY)
11,706
covered participants
99th
percentile by assets (of 127,072 plans)
$100,980
avg assets per participant

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 →

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Trihealth 401(k) Retirement Savings Plan reports 11,706 participants - 15x that state average ($1.2B EOY assets).

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.)

$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $1.02B $1.39B ▲ +36.3%
Total plan assets by year, all Trihealth, Inc. plans on file
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

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) Ret…GE Retirement Saving…The Sherwin-Williams…The Progressive 401(…The Kroger Co. 401(k…Nationwide Savings P…
Trihealth 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Trihealth 401(k) Retirement Savings Plan by total assets, not by location.

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).

Next read for Trihealth 401(k) Retirement Savings Plan

Filing takeaways

Ways to act on Trihealth 401(k) Retirement Savings Plan's numbers.