Profit Sharing · DOL Form 5500 · 2024
Southern Ohio Medical Center Profit Sharing Plan
Data updated 2026-08-25
- $173M
- Total assets Near avg plan size
- 3,112
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $55,572
- Avg per participant Low balance/head
Official DOL plan name: Southern Ohio Medical Center Retirement Savings Program · Sponsored by Southern Ohio Medical Center · Ohio · Healthcare & Social Assistance
$173M in assets, 3,112 participants
Southern Ohio Medical Center's Southern Ohio Medical Center Retirement Savings Program reported $173M in total assets and 3,112 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.
- #15,965 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Southern Ohio Medical Center Retirement Savings Program covers 3,112 participants in Ohio, 4.1x the typical Ohio plan (state average ~765 per filing). Assets: $173M.
- #15,965
- in Healthcare & Social Assistance (16,916 peers)
- +11.6%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Southern Ohio Medical Center Retirement Savings Program's outsized position by total assets
Southern Ohio Medical Center Retirement Savings Program vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$172,938,608 Top 6% higher than 94% 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
Southern Ohio Medical Center Retirement Savings Program'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. Southern Ohio Medical Center Retirement Savings Program lands in the large band (3,112 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Ohio Medical Center Retirement Savings Program end-of-year assets rose from $155M in the plan year 2023 filing to $173M in the plan year 2024 filing.
- Southern Ohio Medical Center Retirement Savings Program reported net income fell from $19M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Southern Ohio Medical Center Retirement Savings Program reported participants rose from 3,054 in the plan year 2023 filing to 3,112 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 310678022 · Southern Ohio Medical Center PY 2024 · Profit Sharing
Southern Ohio Medical Center Retirement Savings Program · $173M · 3,112 · 94th
- ASSETS $173M
- ASSETS 3,112
- ASSETS 94th
- ASSETS Profit Sharing
- ASSETS near Local 550 Annuity Plan
- ASSETS ind #15965
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 →
Southern Ohio Medical Center Retirement Savings Program in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $155M |
|---|---|
| Net Assets (End of Year) | $173M |
| Net Income | $18M |
| Employer EIN | 310678022 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Ohio Medical Center)
Sponsor-wide plan assets over time
All Southern Ohio Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $248M 23.903937150316395% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,823 | $200M |
| 2023 | 2 | 5,657 | $225M |
| 2024 | 2 | 5,796 | $248M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.8B · 51,751
- Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
- Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
- The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
- Three Rivers Annuity Fund $214M · 960
Southern Ohio Medical Center Retirement Savings Program's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Local 550 Annuity Plan in MA ($173M); by covered participants it is United Association of Journeymen & Apprentice Annuity Trust Fund in FL (3,109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($173M here).
- Local 550 Annuity Plan (MA) $173M · 783
- Greenwich Hospital Retirement and Savings Plan (CT) $173M · 2,233
- St. Lawrence Health System 403(b) Retirement Plan (NY) $173M · 2,152
- Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund (IL) $172M · 792
Similar participant headcount
Nearest other-state filings by covered participants (3,112 participants); asset peers above are excluded.
- United Association of Journeymen & Apprentice Annuity Trust Fund (FL) 3,109 · 3 off
- Chicago Painters and Decorators Retirement Savings (IL) 3,103 · 9 off
- Construction Industry Laborers Supplemental Medica and Retiree Targeted Fund (MO) 3,100 · 12 off
- Local 580 Annuity Fund (NY) 3,126 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.