Defined Benefit (Pension) · DOL Form 5500 · 2024

Ohiohealth Corporation Pension Plan

Data updated 2026-08-25

$743M
Total assets Above avg plan size
6,616
Participants Above avg headcount
98th
Percentile by assets National rank
$112,241
Avg per participant Below avg balance/head
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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.

  • #16,577 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

The Ohiohealth Cash Balance Retirement Plan covers 6,616 participants in Ohio, 8.6x the typical Ohio plan (state average ~765 per filing). Assets: $743M.

#16,577
in Healthcare & Social Assistance (16,916 peers)
-1.6%
assets change YoY
7.5×
vs typical plan assets (national mean)

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.

The Ohiohealth Cash Balance Retirement Plan's outsized position by total assets

The Ohiohealth Cash Balance Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$742,588,037 Top 2% higher than 98% of 123,620 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 2024

The Ohiohealth Cash Balance Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Ohiohealth Cash Balance Retirement Plan lands in the large band (6,616 participants).

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 →

EBSA filing schedule strip

Filing strip 314394942 · Ohiohealth Corporation PY 2024 · Defined Benefit (Pension)

The Ohiohealth Cash Balance Retirement Plan · $743M · 6,616 · 98th

  • IND $743M
  • IND 6,616
  • IND 98th
  • IND Defined Benefit (Pension)
  • IND near Teco Energy Group Retirement Plan
  • IND ind #16577

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 →

The Ohiohealth Cash Balance Retirement Plan in the asset neighbourhood

Pacificorp Retirement Plan$747MCement and Concrete Workers DC Pension FundCement and Concrete Workers …$745MTranscanada USA Services Inc. Retirement PlanTranscanada USA Services Inc…$745MTeco Energy Group Retirement PlanTeco Energy Group Retirement…$744MThe Ohiohealth Cash Balance Retirement PlanThe Ohiohealth Cash Balance …$743M
End-of-year total assets ($M) among The Ohiohealth Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Ohiohealth Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3.5B 30.07441429414331% vs 2022
2024 filing year
$2.5B$3B$3.5B$4B 202220232024 $2.67B $3.47B ▲ +30.0%
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 Scatter plot of 6 data points. 5000100001500020000 -505101520 Total assets ($B) Participants The Ohiohealth Cash Balance Retirement Plan, Total assets ($B): 0.742588037 · Participants: 6616The Ohiohealth Cash Balance Retirement PlanGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
The Ohiohealth Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare The Ohiohealth Cash Balance Retirement Plan side-by-side with 3 peers →

Scale composition for The Ohiohealth Cash Balance Retirement Plan

The Ohiohealth Cash Balance Retirement Plan reports $743M in end-of-year assets across 6,616 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $112,241 per participant (81% of the national average assets-per-participant) . Net income for plan year 2024 was -$12M.

This plan identity (EIN 314394942, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $746M to $743M (-0.4%) while covered participants moved from 7,923 to 6,616 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,923 $746M Open filing
2023 7,236 $754M Open filing
2024 · index core 6,616 $743M This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

The Ohiohealth Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Teco Energy Group Retirement Plan in FL ($744M); by covered participants it is Southern California Pipe Trades Retirement Fund in CA (6,611 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($743M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,616 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 123,622 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Ohiohealth Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southern California Pipe Trades Retirement Fund in CA (6,611 participants, $1.6B in assets).

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.