Profit Sharing · DOL Form 5500 · 2024

Beloit Health System, Inc. Profit Sharing Plan

Data updated 2026-07-24

$56M
Total assets: 1,573
Participants: 85th
Percentile by assets: $35,579
Avg per participant

Official DOL plan name: Beloit Health System Matching & Employer Contribution Plan · Sponsored by Beloit Health System, Inc. · Wisconsin · Healthcare & Social Assistance

$56M in assets, 1,573 participants

Beloit Health System, Inc.'s Beloit Health System Matching & Employer Contribution Plan reported $56M in total assets and 1,573 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

85th percentile by assets (of 116,472 plans)

Coverage in Wisconsin

Beloit Health System Matching & Employer Contribution Plan covers 1,573 participants in Wisconsin, 2.8x the typical Wisconsin plan (state average ~565 per filing). Assets: $56M.

$56M
total plan assets (2024 EOY): 1,573
covered participants: 85th
percentile by assets (of 116,472 plans): $35,579
avg assets per participant

Beloit Health System Matching & Employer Contribution Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Beloit Health System Matching & Employer Contribution Plan end-of-year assets rose from $51M in the plan year 2023 filing to $56M in the plan year 2024 filing.
Beloit Health System Matching & Employer Contribution Plan reported participants rose from 1,502 in the plan year 2023 filing to 1,573 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Healthcare & Social Assistance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Beloit Health System Matching & Employer Contribution Plan reports 1,573 participants - 2.8x that state average ($56M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$51M
Net Assets (End of Year)	$56M
Net Income	$5M
Employer EIN	391028081
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Beloit Health System, Inc.)

Total plan assets by year, all Beloit Health System, Inc. plans on file

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 Matching & Employer Contribution 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

Compare Beloit Health System Matching & Employer… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Beloit Health System Matching & Employer Contribution Plan by total assets, not by location.

Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan (LA) $56M · 78
Hydraflow Profit Sharing Plan (CA) $56M · 226
The Population Services International Retirement Plan (DC) $56M · 258
West Monroe Partners, Inc. Frozen Capital Accumulation Plan (IL) $56M · 1,180

Frequently Asked Questions

How did Beloit Health System Matching & Employer Contribution Plan assets move in 2024? ▼

Beloit Health System Matching & Employer Contribution Plan grew at a solid clip - up 9.1% during 2024, from $51M to $56M. Reported net income was $5M.

How have Beloit Health System, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Beloit Health System, Inc.'s sponsor-wide assets declined 16.8%, from $210M to $174M.

Where does Beloit Health System Matching & Employer Contribution Plan rank by assets among Form 5500 filers? ▼

Beloit Health System Matching & Employer Contribution Plan ranks in the 85th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Beloit Health System Matching & Employer Contribution Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan in LA ($56M, 78 participants).

Next read for Beloit Health System Matching & Employer…

Filing takeaways

Ways to act on Beloit Health System Matching & Employer Contribution Plan's numbers.

By total assets, Beloit Health System Matching & Employer Contribution Plan ranks in the top quartile 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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.