Beloit Health System pension plans

Beloit Health System, Inc., Beloit, WI. EIN 39-1028081. Annual reports 2009–2024. Also filed as Beloit Memorial Hospital; Beloit Health System.

Beloit Health System, Inc. has 3 active retirement plans on file. The largest is the Beloit Health System 403(b) Plan, with 1,830 participants and $118 million in assets in 2024. Fidelity has been its recordkeeper since 2018.

Active plans: 3
Participants: 3,635
Plan assets: $174 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Beloit Health System 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 39-1028081
Participants (2024): 1,830
Net assets (2024): $118 million
Recordkeeper: FidelityEarlier: Penserv Plan Services (2014–2017), Axa Equitable Life Insurance (2009–2013)
Plan administrator: Beloit Health System, Inc.
1969 West Hart Road
Beloit, WI 53511
(608) 364-5171As filed for 2024
In effect since: January 1, 2009

Earlier sponsor: Beloit Memorial Hospital (2009–2010).

Earlier plan names: Beloit Memorial Hospital, Inc. 403(b) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,830	$118 million	Fidelity
2023	1,851	$106 million	Fidelity
2022	1,834	$87.7 million	Fidelity
2021	1,909	$111 million	Fidelity
2020	1,730	$94.9 million	Fidelity
2019	1,825	$84.0 million	Fidelity
2018	1,900	$69.2 million	Fidelity
2017	1,817	$75.2 million	Penserv Plan Services
2016	1,798	$66.0 million	Penserv Plan Services
2015	1,646	$60.2 million	Penserv Plan Services
2014	1,600	$62.6 million	Penserv Plan Services
2013	1,549	$59.8 million	Axa Equitable Life Insurance
2012	1,683	$48.0 million	Axa Equitable Life Insurance
2011	1,511	$45.7 million	Axa Equitable Life Insurance
2010	968	$46.4 million	Axa Equitable Life Insurance
2009	447	$4.1 million	Axa Equitable Life Insurance

Beloit Health System Matching & Employer Contribution Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 39-1028081
Participants (2024): 1,805
Net assets (2024): $56.0 million
Recordkeeper: FidelityEarlier: Marshall & Ilsley Trust (2010–2011)
Plan administrator: Beloit Health System, Inc.
1969 West Hart Road
Beloit, WI 53511
(608) 364-5158As filed for 2024
In effect since: January 1, 2000

Earlier sponsor: Beloit Memorial Hospital (2009).

Earlier plan names: Beloit Memorial Hospital Matching Tsa Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,805	$56.0 million	Fidelity
2023	1,814	$51.3 million	Fidelity
2022	1,782	$45.8 million	Fidelity
2021	1,875	$55.1 million	Fidelity
2020	1,619	$47.7 million	Fidelity
2019	1,608	$40.6 million	Fidelity
2018	1,475	$32.9 million	Fidelity
2017	1,732	$33.9 million	not listed
2016	1,753	$27.1 million	not listed
2015	1,744	$23.0 million	not listed
2014	1,742	$20.3 million	not listed
2013	1,581	$17.3 million	not listed
2012	1,603	$12.7 million	not listed
2011	1,535	$9.2 million	Marshall & Ilsley Trust
2010	1,473	$6.5 million	Marshall & Ilsley Trust
2009	1,108	$4.2 million	not listed

Beloit Health System, Inc. Retirement Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 001Employer EIN 39-1028081
Participants (2023): 0
Net assets (2023): $128,733
Plan administrator: Beloit Health System, Inc.
1969 West Hart Road
Beloit, WI 53511
(608) 364-5281As filed for 2023
In effect since: January 1, 1964

Earlier plan names: Beloit Memorial Hospital, Inc. Retirement Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$128,733	not listed
2022	1,403	$76.0 million	not listed
2021	1,402	$95.9 million	not listed
2020	1,417	$93.8 million	not listed
2019	1,440	$83.7 million	not listed
2018	1,503	$70.9 million	not listed
2017	1,519	$72.5 million	not listed
2016	1,529	$65.5 million	not listed
2015	1,542	$63.2 million	not listed
2014	1,555	$67.0 million	not listed
2013	1,576	$61.7 million	not listed
2012	1,607	$54.9 million	not listed
2011	1,644	$47.8 million	not listed
2010	1,678	$48.8 million	not listed
2009	1,670	$42.1 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Beloit Health System 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((608) 364-5171). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.