Profit Sharing · DOL Form 5500 · 2024

Southern Ohio Medical Center Profit Sharing Plan

Data updated 2026-08-11

$173M
Total assets
3,112
Participants
94th
Percentile by assets
$55,572
Avg per participant
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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.

  • 94th percentile by assets (of 123,622 plans)
  • #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.

$173M
total plan assets (2024 EOY)
3,112
covered participants
94th
percentile by assets (of 123,622 plans)
$55,572
avg assets per participant

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.

See the national 2023→2024 release diff →

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Southern Ohio Medical Center Retirement Savings Program reports 3,112 participants - 4.1x that state average ($173M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$173M
Net Income$18M
Employer EIN310678022
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Ohio Medical Center)

$180M$200M$220M$240M$260M 202220232024 $200M $248M ▲ +23.9%
Total plan assets by year, all Southern Ohio Medical Center plans on file
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.

Southern Ohio Medical Center Retirement Savings Program vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Southern Ohio Medical Center Retirement Savings Program vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 00.511.52 Total assets ($B) Participants Southern Ohio Medica…Cleveland Clinic Inv…Masterbrand, Inc. Re…Worthington Steel, I…The Employer Retirem…Three Rivers Annuity…
Southern Ohio Medical Center Retirement Savings Program vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Southern Ohio Medical Center Retirement Savings Program by total assets, not by location.

Frequently Asked Questions

How did Southern Ohio Medical Center Retirement Savings Program assets move in 2024?
Southern Ohio Medical Center Retirement Savings Program grew at a solid clip - up 11.6% during 2024, from $155M to $173M. Reported net income was $18M.
How have Southern Ohio Medical Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern Ohio Medical Center's sponsor-wide assets grew 23.9%, from $200M to $248M.
Where does Southern Ohio Medical Center Retirement Savings Program rank by assets among Form 5500 filers?
Southern Ohio Medical Center Retirement Savings Program 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 Southern Ohio Medical Center Retirement Savings Program?
Among Profit Sharing plans in other states, the closest by assets is Local 550 Annuity Plan in MA ($173M, 783 participants).

Next read for Southern Ohio Medical Center Retirement …

Filing takeaways

Ways to act on Southern Ohio Medical Center Retirement Savings Program's numbers.