Plan5500

Holzer Health System — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Holzer Health System (EIN 31-1156690) is a plan sponsor located in Gallipolis, OH with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
31-1156690
Location
Gallipolis, OH
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Holzer Health System

  • 3 loaded plans hold $253.1M in reported assets.
  • The largest, Holzer Health System 401a Profit Sharing Plan, holds 69% of this company's reported plan assets.
  • Plans cover 7,121 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$253.1MSummed across loaded plans$253,106,837
Total reported assets$253.1M$253,106,837
Total reported participants7.1K7,121
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$253.1M total assets
Net assets$253.1MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$6.1M
Total income / additions$43M
Expenses & distributions
Benefits paid / distributions$21.2M
Total expenses$21.8M
Net increase / (decrease)$21.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets69%Holzer Health System 401a Profit Sharing Plan
Participants per plan2,374Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Holzer Health System 401a Profit Sharing Plan$175.4M
    Plan #001 · 2,239 participants · 2023
  2. 2
    Holzer Health System 403b Plan$77.7M
    Plan #002 · 2,755 participants · 2023
  3. 3
    Holzer Health System Group Health Benefit Plannot reported in the loaded dataset
    Plan #501 · 2,127 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Holzer Health System. Open one for its full reported snapshot.

  1. 2023
    Holzer Health System Group Health Benefit Plan2,127 participants · 2No schedules
    View filing →
  2. 2023
    Holzer Health System 403b Plan2,755 participants · 2Sch HSch C
    View filing →
  3. 2023
    Holzer Health System 401a Profit Sharing Plan2,239 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Holzer Health System report on Form 5500?
Holzer Health System (EIN 31-1156690) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Holzer Health System?
The Employer Identification Number (EIN) reported for Holzer Health System is 31-1156690.
What is the latest Form 5500 filing year for Holzer Health System?
The latest loaded Form 5500 filing year for Holzer Health System is 2023.

Related Form 5500 pages