Other · DOL Form 5500 · 2024
Holzer Health System Retirement Plan
Data updated 2026-08-11
- $89M
- Total assets
- 2,568
- Participants
- 90th
- Percentile by assets
- $34,534
- Avg per participant
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.
- 90th percentile by assets (of 123,622 plans)
- #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.
- $89M
- total plan assets (2024 EOY)
- 2,568
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $34,534
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Holzer Health System 403b Plan reports 2,568 participants - 3.4x that state average ($89M EOY assets).
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)
| 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.
Holzer Health System 403b Plan vs. nearby Other plans in Ohio, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Holzer Health System 403b Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Holzer Health System 403b Plan assets move in 2024? ▼
How have Holzer Health System plan assets changed over time? ▼
Where does Holzer Health System 403b Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Holzer Health System 403b Plan? ▼
Next read for Holzer Health System 403b Plan
Filing takeaways
Ways to act on Holzer Health System 403b Plan's numbers.
- By total assets, Holzer Health System 403b Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
- Holzer Health System's sponsor-wide assets have grown 17.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans