Profit Sharing · DOL Form 5500 · 2024
Beloit Health System, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 1,573
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $35,579
- Avg per participant Low balance/head
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.
- #14,799 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Beloit Health System Matching & Employer Contribution Plan covers 1,573 participants in Wisconsin, 2.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $56M.
- #14,799
- in Healthcare & Social Assistance (16,916 peers)
- +9.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Beloit Health System Matching & Employer Contribution Plan's outsized position by total assets
Beloit Health System Matching & Employer Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,965,971 Top 15% higher than 85% 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 Matching & Employer Contribution 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 Matching & Employer Contribution Plan lands in the large band (1,573 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 391028081 · Beloit Health System, Inc. PY 2024 · Profit Sharing
Beloit Health System Matching & Employer Contribution Plan · $56M · 1,573 · 85th
- EOY $56M
- 5500 1,573
- ASSETS 85th
- PCT Profit Sharing
- EIN near Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan
- RANK ind #14799
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 Matching & Employer Contribution Plan in the asset neighbourhood
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.)
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 Matching & Employer Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan in LA ($56M); by covered participants it is Orohealth Corporation Retirement Plan in CA (1,579 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,573 participants); asset peers above are excluded.
- Orohealth Corporation Retirement Plan (CA) 1,579 · 6 off
- Operative Plasterers and Cement Masons Profit Sharing Annuity Plan (OH) 1,581 · 8 off
- Botsford Hospital Defined Contribution Plan (MI) 1,584 · 11 off
- Plumbers & Steamfitters Local 21 Annuity Plan (NY) 1,557 · 16 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.