Profit Sharing · DOL Form 5500 · 2024

Holzer Health System Profit Sharing Plan

Data updated 2026-07-24

$183M
Total assets
2,110
Participants
94th
Percentile by assets
$86,863
Avg per participant
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Official DOL plan name: Holzer Health System 401a Profit Sharing Plan · Sponsored by Holzer Health System · Ohio · Healthcare & Social Assistance

$183M in assets, 2,110 participants

Holzer Health System's Holzer Health System 401a Profit Sharing Plan reported $183M in total assets and 2,110 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 116,472 plans)

Coverage in Ohio

Holzer Health System 401a Profit Sharing Plan covers 2,110 participants in Ohio, 2.7x the typical Ohio plan (state average ~787 per filing). Assets: $183M.

$183M
total plan assets (2024 EOY)
2,110
covered participants
94th
percentile by assets (of 116,472 plans)
$86,863
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holzer Health System 401a Profit Sharing Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Holzer Health System 401a Profit Sharing Plan reported participants rose from 1,779 in the plan year 2023 filing to 2,110 in the plan year 2024 filing.
  • Holzer Health System 401a Profit Sharing Plan end-of-year assets rose from $175M in the plan year 2023 filing to $183M 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. Holzer Health System 401a Profit Sharing Plan reports 2,110 participants - 2.7x that state average ($183M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$175M
Net Assets (End of Year)$183M
Net Income$8M
Employer EIN311156690
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holzer Health System)

$220M$240M$260M$280M 202220232024 $232M $272M ▲ +17.3%
Total plan assets by year, all Holzer Health System plans on file
Year Plans Participants Total Assets
2022 2 4,374 $232M
2023 2 4,293 $253M
2024 2 4,678 $272M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Holzer Health System 401a Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Holzer Health System 401a Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 00.511.52 Total assets ($B) Participants Holzer Health System…Cleveland Clinic Inv…Masterbrand, Inc. Re…Worthington Steel, I…The Employer Retirem…Three Rivers Annuity…
Holzer Health System 401a Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Holzer Health System 401a Profit Sharing… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Holzer Health System 401a Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Holzer Health System 401a Profit Sharing Plan assets move in 2024? ▼
Holzer Health System 401a Profit Sharing Plan edged up modestly - up 4.5% during 2024, from $175M to $183M. Reported net income was $8M.
How have Holzer Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holzer Health System's sponsor-wide assets grew 17.3%, from $232M to $272M.
Where does Holzer Health System 401a Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Holzer Health System 401a Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Holzer Health System 401a Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Plumbers & Steamfitters Local 21 Annuity Plan in NY ($183M, 1,557 participants).

Next read for Holzer Health System 401a Profit Sharing…

Filing takeaways

Ways to act on Holzer Health System 401a Profit Sharing 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 311156690.

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.