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Employer · plans filed under one EIN

Ohiohealth

Columbus, OH · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$3.47Bnet assets across plans
51,739participant records38,447 active
$83.3Memployer contributions, latest plan years$2,167 per active record
$3.2MSchedule C compensation to organisations$62.25 per participant record

Ohiohealth, based in Columbus, Ohio, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 51,739 participant records and $3.47B in net assets.

The largest is Ohiohealth Retirement Savings Plan 403(b), a 403(b) plan with 37,660 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $83.3M and participant contributions $160M in the latest plan years; benefits paid were $259M. Schedule C compensation reported to service provider organisations totalled $3.2M.

Combined net assets moved from $269M in 2009 to $3.47B in 2024 (up 1191%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Ohiohealth Retirement Savings Plan 403(b)403(b) plan202437,660$2.73B$72,482$2,583$833K
The Ohiohealth Cash Balance Retirement Plancash balance pension plan202414,079$743M$52,744—$2.4M
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $269M2010: $737M2011: $792M2012: $953M2013: $1.14B2014: $1.28B2015: $1.38B2016: $1.54B2017: $1.85B2018: $1.91B2019: $2.36B2020: $2.87B2021: $3.14B2022: $2.67B2023: $3.09B2024: $3.47B$269M$3.47B20092012201620202024
Combined net assets
2009: 16,3302010: 33,2412011: 34,9232012: 36,3692013: 37,0702014: 37,2302015: 39,4992016: 44,6992017: 44,1372018: 47,3462019: 48,6792020: 48,4142021: 48,5972022: 48,8292023: 49,7512024: 51,73916,33051,73920092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024251,739$3.47B$83.3M$160M
2023249,751$3.09B$73.5M$144M
2022248,829$2.67B$192M$138M
2021248,597$3.14B$64.7M$129M
2020248,414$2.87B$79.9M$119M
2019248,679$2.36B$63.2M$105M
2018247,346$1.91B$74.5M$94.2M
2017244,137$1.85B$54.9M$83.5M
2016244,699$1.54B$61.3M$78.8M
2015239,499$1.38B$86.0M$66.0M
2014237,230$1.28B$61.4M$57.6M
2013237,070$1.14B$60.9M$53.6M
2012236,369$953M$60.4M$47.7M
2011234,923$792M$48.4M$43.9M
2010233,241$737M$50.0M$42.7M
2009116,330$269M$33.5M$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Strategic AdvisorsInvestment advisory (plan)1$827,826
Alight Solutions LLCRecordkeeping and information management1$657,895
Income Research & Mgmt. Inc.Investment management1$483,543
Clarion Partners, LLCInvestment management1$317,512
Silchester International InvestorInvestment advisory (plan); Investment management1$265,219
William Blair Investment ManagementInvestment management1$223,147
Northern Trust CompanyTrustee (bank, trust company, or similar financial institution)1$175,422
Legal & General InvestmentInvestment management1$155,493
Aon ConsultingConsulting (general)1$84,770
Plante & Moran, PLLCAccounting (including auditing)1$15,000
Baker & Hostetler LLPLegal; Investment management2$14,890
Fid Inv Instl Ops Co.Participant loan processing; Contract Administrator1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Strategic Advisors$828K
Alight Solutions LLC$658K
Income Research & Mgmt. Inc.$484K
Clarion Partners, LLC$318K
Silchester International Investor$265K
William Blair Investment Management$223K
Northern Trust Company$175K
Legal & General Investment$155K

Questions and answers

How many retirement plans does Ohiohealth have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Ohiohealth Retirement Savings Plan 403(b) and The Ohiohealth Cash Balance Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Ohiohealth contribute to its plans?

$83,322,713 in employer contributions across these plans in their latest plan years, about $2,167 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Strategic Advisors, Alight Solutions LLC, Income Research & Mgmt. Inc. and Clarion Partners, LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.