Defined Benefit (Pension) · DOL Form 5500 · 2024

Ohiohealth Corporation Pension Plan

Data updated 2026-07-24

$743M
Total assets
6,616
Participants
98th
Percentile by assets
$112,241
Avg per participant
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Official DOL plan name: The Ohiohealth Cash Balance Retirement Plan · Sponsored by Ohiohealth Corporation · Ohio · Healthcare & Social Assistance

$743M in assets, 6,616 participants

Ohiohealth Corporation's The Ohiohealth Cash Balance Retirement Plan reported $743M in total assets and 6,616 participants in its 2024 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 116,472 plans)

Coverage in Ohio

The Ohiohealth Cash Balance Retirement Plan covers 6,616 participants in Ohio, 8.4x the typical Ohio plan (state average ~787 per filing). Assets: $743M.

$743M
total plan assets (2024 EOY)
6,616
covered participants
98th
percentile by assets (of 116,472 plans)
$112,241
avg assets per participant

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Ohiohealth Cash Balance Retirement Plan reported net income fell from $9M in the plan year 2023 filing to -$12M in the plan year 2024 filing.
  • The Ohiohealth Cash Balance Retirement Plan reported participants fell from 7,236 in the plan year 2023 filing to 6,616 in the plan year 2024 filing.
  • The Ohiohealth Cash Balance Retirement Plan end-of-year assets fell from $754M in the plan year 2023 filing to $743M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Ohio
Industry
Healthcare & Social Assistance

Participants vs Ohio filers

In Ohio, the average filing covers about 787 participants across 4,840 plans. The Ohiohealth Cash Balance Retirement Plan reports 6,616 participants - 8.4x that state average ($743M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$754M
Net Assets (End of Year)$743M
Net Income-$12M
Employer EIN314394942
Plan Effective Date1961-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohiohealth Corporation)

$2.5B$3B$3.5B$4B 202220232024 $2.67B $3.47B ▲ +30.0%
Total plan assets by year, all Ohiohealth Corporation plans on file
Year Plans Participants Total Assets
2022 2 36,385 $2.7B
2023 2 35,840 $3.1B
2024 2 36,326 $3.5B

Nearby Defined Benefit (Pension) Plans in Ohio

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

The Ohiohealth Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

The Ohiohealth Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -505101520 Total assets ($B) Participants The Ohiohealth Cash …GE Aerospace Pension…Firstenergy Corp. Ma…American Electric Po…Parker Defined Benef…Nationwide Retiremen…
The Ohiohealth Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
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Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Ohiohealth Cash Balance Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Ohiohealth Cash Balance Retirement Plan assets move in 2024? ▼
The Ohiohealth Cash Balance Retirement Plan edged down modestly - down 1.6% during 2024, from $754M to $743M. Reported net income was -$12M.
How have Ohiohealth Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohiohealth Corporation's sponsor-wide assets grew 30.1%, from $2.7B to $3.5B.
Where does The Ohiohealth Cash Balance Retirement Plan rank by assets among Form 5500 filers? ▼
The Ohiohealth Cash Balance Retirement Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Ohiohealth Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teco Energy Group Retirement Plan in FL ($744M, 3,519 participants).

Next read for The Ohiohealth Cash Balance Retirement P…

Filing takeaways

Ways to act on The Ohiohealth Cash Balance Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 314394942.

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.