401(k) · DOL Form 5500 · 2024

Shelby County Memorial Hospital Association Dba Wilson Health 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
731
Participants Near avg headcount
90th
Percentile by assets National rank
$121,542
Avg per participant Near avg balance/head
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Official DOL plan name: Wilson Health 401(k) Plan · Sponsored by Shelby County Memorial Hospital Association Dba Wilson Health · Ohio · Healthcare & Social Assistance

$89M in assets, 731 participants

Shelby County Memorial Hospital Association Dba Wilson Health's Wilson Health 401(k) Plan reported $89M in total assets and 731 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,372 in Healthcare & Social Assistance (16,916 peers)

Where Wilson Health 401(k) Plan sits by assets

Wilson Health 401(k) Plan sits in the top 10% of all filed plans by assets, $89M for 731 participants (~$121,542/participant), up 5.5% in 2024.

#15,372
in Healthcare & Social Assistance (16,916 peers)
+5.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Wilson Health 401(k) Plan's outsized position by total assets

Wilson Health 401(k) Plan vs every filed plan by assets

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

$88,847,547 Top 10% higher than 90% 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

Wilson Health 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilson Health 401(k) Plan sits mid-pack in the medium band (731 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilson Health 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Wilson Health 401(k) Plan end-of-year assets rose from $84M in the plan year 2023 filing to $89M in the plan year 2024 filing.
  • Wilson Health 401(k) Plan reported participants fell from 759 in the plan year 2023 filing to 731 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 344427944 · Shelby County Memorial Hospital Association Dba Wilson Health PY 2024 · 401(k)

Wilson Health 401(k) Plan · $89M · 731 · 90th

  • PHOTO $89M
  • IND 731
  • EOY 90th
  • 5500 401(k)
  • ASSETS near Star One Credit Union Savings Plan
  • PCT ind #15372

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 →

Wilson Health 401(k) Plan in the asset neighbourhood

Brock Enterprises, LLC 401(k) PlanBrock Enterprises, LLC 401(k…$89MStar One Credit Union Savings PlanStar One Credit Union Saving…$89MDorel U.S.a. Salaried 401(k) Retirement PlanDorel U.S.a. Salaried 401(k)…$89MWilson Health 401(k) Plan$89MNew Mexico Pipe Trades Pension Trust Fund Plan BNew Mexico Pipe Trades Pensi…$89M
End-of-year total assets ($M) among Wilson Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$89M
Net Income$5M
Employer EIN344427944
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelby County Memorial Hospital Association Dba Wilson Health)

Sponsor-wide plan assets over time

All Shelby County Memorial Hospital Association Dba Wilson Health plans reported in each filing year

Latest sponsor-wide plan assets
$89M 18.17238940075727% vs 2022
2024 filing year
$70M$75M$80M$85M$90M$95M 202220232024 $75.2M $88.9M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 788 $75M
2023 1 759 $84M
2024 1 731 $89M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wilson Health 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Wilson Health 401(k) Plan, Total assets ($B): 0.088847547 · Participants: 731Wilson Health 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Wilson Health 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Wilson Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Star One Credit Union Savings Plan in CA ($89M); by covered participants it is Wynright 401(k) Plan and Trust in IN (731 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($89M here).

Similar participant headcount

Nearest other-state filings by covered participants (731 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 Wilson Health 401(k) Plan assets move in 2024?
Wilson Health 401(k) Plan grew at a solid clip - up 5.5% during 2024, from $84M to $89M. Reported net income was $5M.
How have Shelby County Memorial Hospital Association Dba Wilson Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Shelby County Memorial Hospital Association Dba Wilson Health's sponsor-wide assets grew 18.2%, from $75M to $89M.
Where does Wilson Health 401(k) Plan rank by assets among Form 5500 filers?
Wilson Health 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wilson Health 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Star One Credit Union Savings Plan in CA ($89M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Wilson Health 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Wynright 401(k) Plan and Trust in IN (731 participants, N/A in assets).