Defined Benefit (Pension) · DOL Form 5500 · 2023

Trihealth, Inc. Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
336
Participants Below avg headcount
73rd
Percentile by assets National rank
$59,543
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trihealth, Inc. Retirement Plan · Sponsored by Trihealth, Inc. · Ohio · Healthcare & Social Assistance

$20M in assets, 336 participants

Trihealth, Inc.'s Trihealth, Inc. Retirement Plan reported $20M in total assets and 336 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,620 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Trihealth, Inc. Retirement Plan covers 336 participants in Ohio, about 44% of the average Ohio filer (state average ~765 per filing). Assets: $20M.

#13,620
in Healthcare & Social Assistance (17,684 peers)
-81.9%
assets change YoY

The plan reported a net loss of $89M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trihealth, Inc. Retirement Plan's outsized position by total assets

Trihealth, Inc. Retirement Plan vs every filed plan by assets

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

$20,006,481 Top 27% higher than 73% 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, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trihealth, Inc. Retirement Plan sits mid-pack in the medium band (336 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trihealth, Inc. Retirement Plan reported participants fell from 2,379 in the plan year 2022 filing to 336 in the plan year 2023 filing.
  • Trihealth, Inc. Retirement Plan end-of-year assets fell from $111M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Trihealth, Inc. Retirement Plan reported net income rose from -$179M in the plan year 2022 filing to -$89M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311438846 · Trihealth, Inc. PY 2023 · Defined Benefit (Pension)

Trihealth, Inc. Retirement Plan · $20M · 336 · 73rd

  • 5500 $20M
  • ASSETS 336
  • PCT 73rd
  • EIN Defined Benefit (Pension)
  • RANK near Midwest Family Mutual Insurance Company Defined Benefit Pension Plan
  • PHOTO ind #13620

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, Inc. Retirement Plan in the asset neighbourhood

Essentra Holdings Corp Pension Plan for Hourly EmployeesEssentra Holdings Corp Pensi…$20MTrihealth, Inc. Retirement PlanTrihealth, Inc. Retirement P…$20MMidwest Family Mutual Insurance Company Defined Benefit Pension PlanMidwest Family Mutual Insura…$20MAlaska Native Industries Employee Defined Benefit Pension PlanAlaska Native Industries Emp…$20MThe Duke Endowment Employees' Retirement PlanThe Duke Endowment Employees…$20M
End-of-year total assets ($M) among Trihealth, 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)$111M
Net Assets (End of Year)$20M
Net Income-$89M
Employer EIN311438846
Plan Effective Date2005-07-01
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 Defined Benefit (Pension) Plans in Ohio

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

Trihealth, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Trihealth, Inc. Retirement Plan, Total assets ($B): 0.020006481 · Participants: 336Trihealth, 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
Trihealth, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Trihealth, Inc. Retirement Plan side-by-side with 3 peers →

Trihealth, 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 Midwest Family Mutual Insurance Company Defined Benefit Pension Plan in IA ($20M); by covered participants it is Ora Orthopedics, P.C. Cash Balance Plan in IA (336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (336 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, Inc. Retirement Plan assets move in 2023? ▼
Trihealth, Inc. Retirement Plan contracted severely - down 81.9% during 2023, from $111M to $20M. Reported net income was -$89M.
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.
Which Defined Benefit (Pension) plans are similar in size to Trihealth, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Midwest Family Mutual Insurance Company Defined Benefit Pension Plan in IA ($20M, 98 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Trihealth, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ora Orthopedics, P.C. Cash Balance Plan in IA (336 participants, $7M 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.