Profit Sharing · DOL Form 5500 · 2024
Beloit Health System, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 1,639
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $72,167
- Avg per participant Below avg balance/head
Official DOL plan name: Beloit Health System 403(b) Plan · Sponsored by Beloit Health System, Inc. · Wisconsin · Healthcare & Social Assistance
$118M in assets, 1,639 participants
Beloit Health System, Inc.'s Beloit Health System 403(b) Plan reported $118M in total assets and 1,639 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,669 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Beloit Health System 403(b) Plan covers 1,639 participants in Wisconsin, 2.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $118M.
- #15,669
- in Healthcare & Social Assistance (16,916 peers)
- +11.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Beloit Health System 403(b) Plan's outsized position by total assets
Beloit Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$118,282,332 Top 8% higher than 92% 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
Beloit Health System 403(b) 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. Beloit Health System 403(b) Plan lands in the large band (1,639 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beloit Health System 403(b) Plan reported net income fell from $18M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Beloit Health System 403(b) Plan end-of-year assets rose from $106M in the plan year 2023 filing to $118M in the plan year 2024 filing.
- Beloit Health System 403(b) Plan reported participants rose from 1,571 in the plan year 2023 filing to 1,639 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391028081 · Beloit Health System, Inc. PY 2024 · Profit Sharing
Beloit Health System 403(b) Plan · $118M · 1,639 · 92nd
- BOY $118M
- SCH 1,639
- EBSA 92nd
- PART Profit Sharing
- TYPE near Anson Industries Inc. Profit Sharing Plan
- NET ind #15669
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 Wisconsin →
Beloit Health System 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | $12M |
| Employer EIN | 391028081 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beloit Health System, Inc.)
Sponsor-wide plan assets over time
All Beloit Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $174M 16.83520068007084% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 3,659 | $210M |
| 2023 | 3 | 3,378 | $158M |
| 2024 | 2 | 3,212 | $174M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
Beloit Health System 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Anson Industries Inc. Profit Sharing Plan in IL ($118M); by covered participants it is Plumbers and Pipefitters Local Union 520 Annuity Plan in MI (1,639 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
- Anson Industries Inc. Profit Sharing Plan (IL) $118M · 238
- John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan (NY) $118M · 19
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees (UT) $119M · N/A
- Freeman Retirement Plan (MO) $120M · 4,526
Similar participant headcount
Nearest other-state filings by covered participants (1,639 participants); asset peers above are excluded.
- Plumbers and Pipefitters Local Union 520 Annuity Plan (MI) 1,639 · 0 off
- Teamsters Local 456 Annuity Fund (NY) 1,635 · 4 off
- Western Washington Painters Defined Contribution Pension Plan (WA) 1,633 · 6 off
- Anderson Regional Medical Center Retirement Savings Plan (MS) 1,645 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.