Defined Benefit (Pension) · DOL Form 5500 · 2023
University Hospitals Health System Pension Plan
Data updated 2026-08-06
- $891M
- Total assets
- 23,194
- Participants
- 98th
- Percentile by assets
- $38,406
- Avg per participant
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.
- 98th percentile by assets (of 126,618 plans)
- #17,388 in Healthcare & Social Assistance (17,626 peers)
Coverage in Ohio
University Hospitals Health System, Inc. Retirement Plan covers 23,194 participants in Ohio, 29x the typical Ohio plan (state average ~787 per filing). Assets: $891M.
- $891M
- total plan assets (2023 EOY)
- 23,194
- covered participants
- 98th
- percentile by assets (of 126,618 plans)
- $38,406
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 787 participants across 4,840 plans. University Hospitals Health System, Inc. Retirement Plan reports 23,194 participants - 29x that state average ($891M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $857M |
|---|---|
| Net Assets (End of Year) | $891M |
| Net Income | $34M |
| Employer EIN | 340714775 |
| Plan Effective Date | 1970-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Hospitals Health System)
| 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
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
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 (0.008% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.026% of 89,805,449 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 403(b) Matched Retirement Savings Plan (Other, $2.5B, 27,009 participants)
- University Hospitals Health System, Inc. Retirement Plan (Defined Benefit (Pension), $920M, 23,595 participants)
- Uhhs 401(k) Retirement Savings Plan (401(k), $767M, 4,655 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to University Hospitals Health System, Inc. Retirement Plan by total assets, not by location.
- Employees' Retirement Plan of Bose Corporation (MA) $891M · 1,567
- Christian School Pension Plan and Trust Fund (MI) $891M · 2,884
- State Street Retirement Plan (MA) $889M · 3,253
- Unicare Retirement Plan (NJ) $893M · 1,006
Frequently Asked Questions
How did University Hospitals Health System, Inc. Retirement Plan assets move in 2023? ▼
How have University Hospitals Health System plan assets changed over time? ▼
Where does University Hospitals Health System, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to University Hospitals Health System, Inc. Retirement Plan? ▼
Next read for University Hospitals Health System, Inc.…
Filing takeaways
Ways to act on University Hospitals Health System, Inc. Retirement Plan's numbers.
- By total assets, University Hospitals Health System, Inc. Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
- University Hospitals Health System's sponsor-wide assets have grown 28.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans