Defined Benefit (Pension) · DOL Form 5500 · 2024
University Hospitals Health System Pension Plan
Data updated 2026-08-25
- $920M
- Total assets Above avg plan size
- 23,595
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $38,974
- Avg per participant Low balance/head
Official DOL plan name: University Hospitals Health System, Inc. Retirement Plan · Sponsored by University Hospitals Health System · Ohio · Healthcare & Social Assistance
$920M in assets, 23,595 participants
University Hospitals Health System's University Hospitals Health System, Inc. Retirement Plan reported $920M in total assets and 23,595 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,649 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
University Hospitals Health System, Inc. Retirement Plan covers 23,595 participants in Ohio, 31x the typical Ohio plan (state average ~765 per filing). Assets: $920M.
- #16,649
- in Healthcare & Social Assistance (16,916 peers)
- +3.2%
- assets growth YoY
- 9.2×
- vs typical plan assets (national mean)
University Hospitals Health System, Inc. Retirement Plan's outsized position by total assets
University Hospitals Health System, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$919,583,835 Top 2% higher than 98% 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
University Hospitals Health System, Inc. Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Hospitals Health System, Inc. Retirement Plan is a mega filing (23,595 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University Hospitals Health System, Inc. Retirement Plan reported net income fell from $34M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- University Hospitals Health System, Inc. Retirement Plan end-of-year assets rose from $891M in the plan year 2023 filing to $920M in the plan year 2024 filing.
- University Hospitals Health System, Inc. Retirement Plan reported participants rose from 23,194 in the plan year 2023 filing to 23,595 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 340714775 · University Hospitals Health System PY 2024 · Defined Benefit (Pension)
University Hospitals Health System, Inc. Retirement Plan · $920M · 23,595 · 98th
- ASSETS $920M
- ASSETS 23,595
- ASSETS 98th
- ASSETS Defined Benefit (Pension)
- ASSETS near Auto-Owners Insurance Company Retirement Income Plan
- ASSETS ind #16649
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 →
University Hospitals Health System, Inc. Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $891M |
|---|---|
| Net Assets (End of Year) | $919M |
| Net Income | $29M |
| Employer EIN | 340714775 |
| Plan Effective Date | 1970-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Hospitals Health System)
Sponsor-wide plan assets over time
All University Hospitals Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.2B 28.88188211630914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 51,318 | $3.2B |
| 2023 | 3 | 54,334 | $3.7B |
| 2024 | 3 | 55,259 | $4.2B |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Scale composition for University Hospitals Health System, Inc. Retirement Plan
University Hospitals Health System, Inc. Retirement Plan reports $920M in end-of-year assets across 23,595 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.025% of 93,925,755 covered participants) - about $38,974 per participant (28% of the national average assets-per-participant) . Net income for plan year 2024 was $29M.
This plan identity (EIN 340714775, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $857M to $920M (+7.3%) while covered participants moved from 23,502 to 23,595 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 23,502 | $857M | Open filing |
| 2023 | 23,194 | $891M | Open filing |
| 2024 · index core | 23,595 | $920M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- University Hospitals Health System 403(b) Matched Retirement Savings Plan (Other, $2.5B, 27,009 participants)
- Uhhs 401(k) Retirement Savings Plan (401(k), $767M, 4,655 participants)
University Hospitals Health System, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Auto-Owners Insurance Company Retirement Income Plan in MI ($919M); by covered participants it is Construction Laborers Pension Trust Fund for Southern California in CA (23,933 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($920M here).
- Auto-Owners Insurance Company Retirement Income Plan (MI) $919M · 5,331
- Honeywell Retirement Earnings Plan for Aerospace Employees of Honeywell Federal Manufacturing & Technologies, LLC (NC) $920M · 846
- Christian School Pension Plan and Trust Fund (MI) $919M · 2,498
- Keysight Technologies, Inc. Retirement Plan (CA) $921M · 1,776
Similar participant headcount
Nearest other-state filings by covered participants (23,595 participants); asset peers above are excluded.
- Construction Laborers Pension Trust Fund for Southern California (CA) 23,933 · 338 off
- Desert States Employers & Ufcw Unions Pension Plan (AZ) 24,099 · 504 off
- The Hcsc Employee Pension Plan (TX) 24,258 · 663 off
- The Hcsc Employee Pension Plan (TX) 24,258 · 663 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.