Defined Benefit (Pension) · DOL Form 5500 · 2024

Southern Ohio Medical Center Pension Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
2,684
Participants Above avg headcount
88th
Percentile by assets National rank
$27,832
Avg per participant Low balance/head
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Official DOL plan name: Southern Ohio Medical Center Cash Balance Pension Plan · Sponsored by Southern Ohio Medical Center · Ohio · Healthcare & Social Assistance

$75M in assets, 2,684 participants

Southern Ohio Medical Center's Southern Ohio Medical Center Cash Balance Pension Plan reported $75M in total assets and 2,684 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,181 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Southern Ohio Medical Center Cash Balance Pension Plan covers 2,684 participants in Ohio, 3.5x the typical Ohio plan (state average ~765 per filing). Assets: $75M.

#15,181
in Healthcare & Social Assistance (16,916 peers)
+6.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Southern Ohio Medical Center Cash Balance Pension Plan's outsized position by total assets

Southern Ohio Medical Center Cash Balance Pension Plan vs every filed plan by assets

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

$74,702,390 Top 12% higher than 88% 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

Southern Ohio Medical Center Cash Balance Pension 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. Southern Ohio Medical Center Cash Balance Pension Plan lands in the large band (2,684 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Ohio Medical Center Cash Balance Pension Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Southern Ohio Medical Center Cash Balance Pension Plan end-of-year assets rose from $70M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Southern Ohio Medical Center Cash Balance Pension Plan reported participants rose from 2,603 in the plan year 2023 filing to 2,684 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 310678022 · Southern Ohio Medical Center PY 2024 · Defined Benefit (Pension)

Southern Ohio Medical Center Cash Balance Pension Plan · $75M · 2,684 · 88th

  • IND $75M
  • EOY 2,684
  • 5500 88th
  • ASSETS Defined Benefit (Pension)
  • PCT near Employees' Retirement Plan of Bank of Hawaii
  • EIN ind #15181

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 Cash Balance Pension Plan in the asset neighbourhood

Heat and Frost Insulators Pension PlanHeat and Frost Insulators Pe…$75MBoca Raton Regional Hospital Employees Pension PlanBoca Raton Regional Hospital…$75MSouthern Ohio Medical Center Cash Balance Pension PlanSouthern Ohio Medical Center…$75MEmployees' Retirement Plan of Bank of HawaiiEmployees' Retirement Plan o…$75MSouth Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas EmployeesSouth Jersey Industries, Inc…$75M
End-of-year total assets ($M) among Southern Ohio Medical Center Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$75M
Net Income$5M
Employer EIN310678022
Plan Effective Date1978-01-01
Filing StatusFILING 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
$180M$200M$220M$240M$260M 202220232024 $200M $248M ▲ +23.9%
Year Plans Participants Total Assets
2022 2 5,823 $200M
2023 2 5,657 $225M
2024 2 5,796 $248M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southern Ohio Medical Center Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -505101520 Total assets ($B) Participants Southern Ohio Medical Center Cash Balance Pension Plan, Total assets ($B): 0.07470239 · Participants: 2684Southern Ohio Medical Center Cash Balance Pension PlanGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Southern Ohio Medical Center Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Southern Ohio Medical Center Cash Balance Pension Plan side-by-side with 3 peers →

Southern Ohio Medical Center Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Bank of Hawaii in HI ($75M); by covered participants it is General Dynamics Retirement Plan (Commercial) in VA (2,674 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,684 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 Southern Ohio Medical Center Cash Balance Pension Plan assets move in 2024? ▼
Southern Ohio Medical Center Cash Balance Pension Plan grew at a solid clip - up 6.6% during 2024, from $70M to $75M. Reported net income was $5M.
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 Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Southern Ohio Medical Center Cash Balance Pension Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Southern Ohio Medical Center Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of Bank of Hawaii in HI ($75M, 212 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern Ohio Medical Center Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is General Dynamics Retirement Plan (Commercial) in VA (2,674 participants, $1.8B 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 310678022.

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.