Defined Benefit (Pension) · DOL Form 5500 · 2023

University Hospitals Health System Pension Plan

Data updated 2026-08-25

$891M
Total assets Above avg plan size
23,194
Participants Very large workforce
98th
Percentile by assets National rank
$38,406
Avg per participant Low balance/head
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Official DOL plan name: University Hospitals Health System, Inc. Retirement Plan · Sponsored by University Hospitals Health System · Ohio · Healthcare & Social Assistance

$891M in assets, 23,194 participants

University Hospitals Health System's University Hospitals Health System, Inc. Retirement Plan reported $891M in total assets and 23,194 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.

  • #17,446 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

University Hospitals Health System, Inc. Retirement Plan covers 23,194 participants in Ohio, 30x the typical Ohio plan (state average ~765 per filing). Assets: $891M.

#17,446
in Healthcare & Social Assistance (17,684 peers)
+4.0%
assets growth YoY
8.9×
vs typical plan assets (national mean)

University Hospitals Health System, Inc. Retirement Plan's outsized position by total assets

University Hospitals Health System, Inc. Retirement Plan vs every filed plan by assets

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

$890,792,630 Top 2% higher than 98% 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

University Hospitals Health System, Inc. Retirement 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. University Hospitals Health System, Inc. Retirement Plan is a mega filing (23,194 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Hospitals Health System, Inc. Retirement Plan reported net income rose from -$516M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • University Hospitals Health System, Inc. Retirement Plan end-of-year assets rose from $857M in the plan year 2022 filing to $891M in the plan year 2023 filing.
  • University Hospitals Health System, Inc. Retirement Plan reported participants fell from 23,502 in the plan year 2022 filing to 23,194 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 340714775 · University Hospitals Health System PY 2023 · Defined Benefit (Pension)

University Hospitals Health System, Inc. Retirement Plan · $891M · 23,194 · 98th

  • EOY $891M
  • 5500 23,194
  • ASSETS 98th
  • PCT Defined Benefit (Pension)
  • EIN near Employees' Retirement Plan of Bose Corporation
  • RANK ind #17446

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 →

University Hospitals Health System, Inc. Retirement Plan in the asset neighbourhood

Unicare Retirement Plan$893MUniversity Hospitals Health System, Inc. Retirement PlanUniversity Hospitals Health …$891MEmployees' Retirement Plan of Bose CorporationEmployees' Retirement Plan o…$891MChristian School Pension Plan and Trust FundChristian School Pension Pla…$891MState Street Retirement Plan$889M
End-of-year total assets ($M) among University Hospitals Health System, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$857M
Net Assets (End of Year)$891M
Net Income$34M
Employer EIN340714775
Plan Effective Date1970-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Hospitals Health System)

Sponsor-wide plan assets over time

All University Hospitals Health System plans reported in each filing year

Latest sponsor-wide plan assets
$4.2B 28.88188211630914% vs 2022
2024 filing year
$3B$3.5B$4B$4.5B 202220232024 $3.22B $4.15B ▲ +28.9%
Year Plans Participants Total Assets
2022 3 51,318 $3.2B
2023 3 54,334 $3.7B
2024 3 55,259 $4.2B

Nearby Defined Benefit (Pension) Plans in Ohio

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

University Hospitals Health System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 02468 Total assets ($B) Participants University Hospitals Health System, Inc. Retirement Plan, Total assets ($B): 0.89079263 · Participants: 23194University Hospitals Health System, Inc. 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
University Hospitals Health System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare University Hospitals Health System, Inc. Retirement Plan side-by-side with 3 peers →

Scale composition for University Hospitals Health System, Inc. Retirement Plan

University Hospitals Health System, Inc. Retirement Plan reports $891M in end-of-year assets across 23,194 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.025% of 93,925,755 covered participants) - about $38,406 per participant (28% of the national average assets-per-participant) . Net income for plan year 2023 was $34M.

This plan identity (EIN 340714775, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $857M to $920M (+7.3%) while covered participants moved from 23,502 to 23,595 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 23,502 $857M Open filing
2023 23,194 $891M This page
2024 · index core 23,595 $920M Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

University Hospitals Health System, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Bose Corporation in MA ($891M); by covered participants it is Adjustable Plan of the National Retirement Fund in NY (23,035 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($891M here).

Similar participant headcount

Nearest other-state filings by covered participants (23,194 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 University Hospitals Health System, Inc. Retirement Plan assets move in 2023? ▼
University Hospitals Health System, Inc. Retirement Plan edged up modestly - up 4.0% during 2023, from $857M to $891M. Reported net income was $34M.
How have University Hospitals Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Hospitals Health System's sponsor-wide assets grew 28.9%, from $3.2B to $4.2B.
Where does University Hospitals Health System, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
University Hospitals Health System, Inc. Retirement Plan ranks in the 98th 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 University Hospitals Health System, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of Bose Corporation in MA ($891M, 1,567 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to University Hospitals Health System, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Adjustable Plan of the National Retirement Fund in NY (23,035 participants, $139M 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 340714775.

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.