Other · DOL Form 5500 · 2024
Holzer Health System Retirement Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 2,568
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $34,534
- Avg per participant Low balance/head
Official DOL plan name: Holzer Health System 403b Plan · Sponsored by Holzer Health System · Ohio · Healthcare & Social Assistance
$89M in assets, 2,568 participants
Holzer Health System's Holzer Health System 403b Plan reported $89M in total assets and 2,568 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,371 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Holzer Health System 403b Plan covers 2,568 participants in Ohio, 3.4x the typical Ohio plan (state average ~765 per filing). Assets: $89M.
- #15,371
- in Healthcare & Social Assistance (16,916 peers)
- +14.1%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Holzer Health System 403b Plan's outsized position by total assets
Holzer Health System 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$88,682,587 Top 10% higher than 90% of 123,620 filed plans
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 403b 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 403b Plan lands in the large band (2,568 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Holzer Health System 403b Plan end-of-year assets rose from $78M in the plan year 2023 filing to $89M in the plan year 2024 filing.
- Holzer Health System 403b Plan reported net income fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Holzer Health System 403b Plan reported participants rose from 2,514 in the plan year 2023 filing to 2,568 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 311156690 · Holzer Health System PY 2024 · Other
Holzer Health System 403b Plan · $89M · 2,568 · 90th
- ASSETS $89M
- PCT 2,568
- EIN 90th
- RANK Other
- PHOTO near Trinity Episcopal School Corporation Defined Contribution Retirement Plan
- IND ind #15371
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 403b Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | $11M |
| Employer EIN | 311156690 |
| Plan Effective Date | 2000-08-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,374 | $232M |
| 2023 | 2 | 4,293 | $253M |
| 2024 | 2 | 4,678 | $272M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Holzer Health System 403b Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Trinity Episcopal School Corporation Defined Contribution Retirement Plan in NY ($89M); by covered participants it is Sibley Memorial Hospital 403(b) Plan in DC (2,570 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
- Trinity Episcopal School Corporation Defined Contribution Retirement Plan (NY) $89M · 267
- Florida Southern College Defined Contribution Retirement Plan (FL) $89M · 525
- Lynn University Defined Contribution Retirement Plan (FL) $88M · 548
- Springside Chestnut Hill Academy 403(b) Retirement Plan (PA) $88M · 238
Similar participant headcount
Nearest other-state filings by covered participants (2,568 participants); asset peers above are excluded.
- Sibley Memorial Hospital 403(b) Plan (DC) 2,570 · 2 off
- Hebrew Seniorlife Employee Savings Plan (MA) 2,573 · 5 off
- Tift Regional Health System 403(b) Plan (GA) 2,561 · 7 off
- Olathe Health System, Inc. Tsa Retirement Plan (KS) 2,558 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.