Profit Sharing · DOL Form 5500 · 2024

Holzer Health System Profit Sharing Plan

Data updated 2026-08-25

$183M
Total assets Near avg plan size
2,110
Participants Near avg headcount
94th
Percentile by assets National rank
$86,863
Avg per participant Below avg balance/head
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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.

  • #16,003 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Holzer Health System 401a Profit Sharing Plan covers 2,110 participants in Ohio, 2.8x the typical Ohio plan (state average ~765 per filing). Assets: $183M.

#16,003
in Healthcare & Social Assistance (16,916 peers)
+4.5%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Holzer Health System 401a Profit Sharing Plan's outsized position by total assets

Holzer Health System 401a Profit Sharing Plan vs every filed plan by assets

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

$183,281,001 Top 6% higher than 94% 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

Holzer Health System 401a Profit Sharing 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. Holzer Health System 401a Profit Sharing Plan lands in the large band (2,110 participants).

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 →

EBSA filing schedule strip

Filing strip 311156690 · Holzer Health System PY 2024 · Profit Sharing

Holzer Health System 401a Profit Sharing Plan · $183M · 2,110 · 94th

  • PHOTO $183M
  • IND 2,110
  • EOY 94th
  • 5500 Profit Sharing
  • ASSETS near Plumbers & Steamfitters Local 21 Annuity Plan
  • PCT ind #16003

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 →

Holzer Health System 401a Profit Sharing Plan in the asset neighbourhood

Edc Retirement Plan$185MHolzer Health System 401a Profit Sharing PlanHolzer Health System 401a Pr…$183MPlumbers & Steamfitters Local 21 Annuity PlanPlumbers & Steamfitters Loca…$183MAlberici Companies Retirement PlanAlberici Companies Retiremen…$182MNorth Central College Defined Contribution Retirement PlanNorth Central College Define…$179M
End-of-year total assets ($M) among Holzer Health System 401a Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Holzer Health System plans reported in each filing year

Latest sponsor-wide plan assets
$272M 17.27365597942286% vs 2022
2024 filing year
$220M$240M$260M$280M 202220232024 $232M $272M ▲ +17.3%
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 Scatter plot of 6 data points. -200000200004000060000 00.511.52 Total assets ($B) Participants Holzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.183281001 · Participants: 2110Holzer Health System 401a Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Holzer Health System 401a Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Holzer Health System 401a Profit Sharing Plan side-by-side with 3 peers →

Holzer Health System 401a Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Plumbers & Steamfitters Local 21 Annuity Plan in NY ($183M); by covered participants it is Firebirds International, LLC 401(k) Plan in NC (2,107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($183M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,110 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 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 123,622 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).
Which Profit Sharing plans cover a similar participant headcount to Holzer Health System 401a Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Firebirds International, LLC 401(k) Plan in NC (2,107 participants, $2M 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 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.