Holzer Health System retirement plans

Holzer Health System, Gallipolis, OH. EIN 31-1156690. Annual reports 2009–2024. Also filed as Holzer Hospital Foundation; Holzer Clinic, Inc.

Holzer Health System has 2 active retirement plans on file. The largest is the Holzer Health System 403B Plan, with 3,049 participants and $88.7 million in assets in 2024. Milliman has been its recordkeeper since 2018. No traditional pension plan appears in Holzer Health System's filings since 2009.

Active plans: 2
Participants: 5,682
Plan assets: $272 million
401(k) recordkeeper: Milliman
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Holzer Health System 403B Plan

403(b)Active

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

Plan number: 002Employer EIN 31-1156690
Participants (2024): 3,049
Net assets (2024): $88.7 million
Recordkeeper: MillimanEarlier: MassMutual (2014–2017), Mccready & Keene (2013), OneAmerica (2010–2012)
Plan administrator: Holzer Health System
100 Jackson Pike
Gallipolis, OH 45631
(740) 446-5000As filed for 2024
In effect since: August 1, 2000

Plans merged into this one: Holzer Medical Center 403B Plan (2012); Holzer Hospital Foundation DBA Holzer Medical Center Employees Pension Plan (2012).

Earlier sponsor: Holzer Hospital Foundation (2009–2012).

Earlier plan names: Holzer Hospital Foundation DBA Holzer Medical Center Tax Deferred Annuity Plan; Holzer Hospital Foundation DBA Holzer Medical Center Tax Deffered Annuity Plan; Holzer Health System 403(b) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,049	$88.7 million	Milliman
2023	2,825	$77.7 million	Milliman
2022	2,755	$66.3 million	Milliman
2021	2,727	$76.4 million	Milliman
2020	2,850	$66.5 million	Milliman
2019	2,896	$57.0 million	Milliman
2018	2,380	$46.9 million	Milliman
2017	2,730	$47.5 million	MassMutual
2016	2,488	$40.0 million	MassMutual
2015	1,541	$37.5 million	MassMutual
2014	2,651	$35.3 million	MassMutual
2013	2,970	$29.3 million	Mccready & Keene
2012	1,527	$15.7 million	OneAmerica
2011	1,476	$13.1 million	OneAmerica
2010	1,409	$11.9 million	OneAmerica
2009	0	n/a	not listed

Holzer Health System 401A Profit Sharing Plan

Profit-sharing planActive

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

Plan number: 001Employer EIN 31-1156690
Participants (2024): 2,633
Net assets (2024): $183 million
Recordkeeper: MillimanEarlier: Mccready & Keene (2013–2016), Empower (2009–2012)
Plan administrator: Holzer Health System
100 Jackson Pike
Gallipolis, OH 45631
(740) 446-5000As filed for 2024
In effect since: January 1, 1978

Earlier sponsor: Holzer Clinic, Inc. (2009–2012).

Earlier plan names: Holzer Clinic, Inc. 401(k) Profit Sharing Plan and Trust.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,633	$183 million	Milliman
2023	2,597	$175 million	Milliman
2022	2,239	$166 million	Milliman
2021	2,314	$204 million	Milliman
2020	2,294	$191 million	Milliman
2019	2,504	$180 million	Milliman
2018	2,380	$167 million	Milliman
2017	2,203	$188 million	Milliman
2016	3,038	$177 million	Mccready & Keene
2015	2,540	$191 million	Mccready & Keene
2014	3,178	$208 million	Mccready & Keene
2013	3,421	$210 million	Mccready & Keene
2012	1,245	$141 million	Empower
2011	1,223	$133 million	Empower
2010	1,192	$128 million	Empower
2009	1,127	$111 million	Empower

If you had money in one of these plans

Call Milliman, which runs the Holzer Health System 403B 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 ((740) 446-5000). 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.

All 2 plans

Holzer Health System 403B Plan

Holzer Health System 401A Profit Sharing Plan

If you had money in one of these plans

What these numbers are

Other health care employers in OH