Profit Sharing · DOL Form 5500 · 2024
Beloit Health System, Inc. Profit Sharing Plan
Data updated 2026-07-24
- $118M
- Total assets
- 1,639
- Participants
- 92nd
- Percentile by assets
- $72,167
- Avg per participant
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.
- 92nd percentile by assets (of 116,472 plans)
Coverage in Wisconsin
Beloit Health System 403(b) Plan covers 1,639 participants in Wisconsin, 2.9x the typical Wisconsin plan (state average ~565 per filing). Assets: $118M.
- $118M
- total plan assets (2024 EOY)
- 1,639
- covered participants
- 92nd
- percentile by assets (of 116,472 plans)
- $72,167
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Beloit Health System 403(b) Plan reports 1,639 participants - 2.9x that state average ($118M EOY assets).
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.)
| 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.
Beloit Health System 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Beloit Health System 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Beloit Health System 403(b) Plan assets move in 2024? ▼
How have Beloit Health System, Inc. plan assets changed over time? ▼
Where does Beloit Health System 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Beloit Health System 403(b) Plan? ▼
Next read for Beloit Health System 403(b) Plan
Filing takeaways
Ways to act on Beloit Health System 403(b) Plan's numbers.
- By total assets, Beloit Health System 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- Beloit Health System, Inc.'s sponsor-wide assets have declined 16.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 391028081.
Read our methodology - how this data is sourced, computed, and verified.