Other · DOL Form 5500 · 2022

Memorial Health Care Systems Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
259
Participants Below avg headcount
81st
Percentile by assets National rank
$102,541
Avg per participant Below avg balance/head
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Official DOL plan name: Memorial Health Care Systems Tax Deferred Annuity Plan · Sponsored by Memorial Health Care Systems · Nebraska · Healthcare & Social Assistance

$27M in assets, 259 participants

Memorial Health Care Systems's Memorial Health Care Systems Tax Deferred Annuity Plan reported $27M in total assets and 259 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,867 in Healthcare & Social Assistance (20,060 peers)

Coverage in Nebraska

Memorial Health Care Systems Tax Deferred Annuity Plan covers 259 participants in Nebraska, about 47% of the average Nebraska filer (state average ~552 per filing). Assets: $27M.

#16,867
in Healthcare & Social Assistance (20,060 peers)
-13.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Memorial Health Care Systems Tax Deferred Annuity Plan's outsized position by total assets

Memorial Health Care Systems Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$26,558,008 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Memorial Health Care Systems Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Memorial Health Care Systems Tax Deferred Annuity Plan sits mid-pack in the medium band (259 participants).

Form 5500 schedule snapshot

Filing strip 470375220 · Memorial Health Care Systems PY 2022 · Other

Memorial Health Care Systems Tax Deferred Annuity Plan · $27M · 259 · 81st

  • PCT $27M
  • PCT 259
  • PCT 81st
  • PCT Other
  • PCT near St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan
  • PCT ind #16867

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 Nebraska →

Memorial Health Care Systems Tax Deferred Annuity Plan in the asset neighbourhood

Memorial Health Care Systems Tax Deferred Annuity PlanMemorial Health Care Systems…$27MSt. Andrews Episcopal School Tax Sheltered Annuity Retirement PlanSt. Andrews Episcopal School…$27MThe American College Tax Deferred Annuity PlanThe American College Tax Def…$27MBelmont Abbey College Retirement PlanBelmont Abbey College Retire…$27MBerry Companies, Inc. Stock Bonus PlanBerry Companies, Inc. Stock …$27M
End-of-year total assets ($M) among Memorial Health Care Systems Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income-$4M
Employer EIN470375220
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Memorial Health Care Systems)

Sponsor-wide plan assets over time

All Memorial Health Care Systems plans reported in each filing year

Latest sponsor-wide plan assets
$36M 37.322245704572424% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.6M $36.5M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 259 $27M
2023 1 269 $32M
2024 1 282 $36M

Nearby Other Plans in Nebraska

Peer Other plans, same state, same plan type, ranked by total assets.

Memorial Health Care Systems Tax Deferred Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Memorial Health Care Systems Tax Deferred Annuity Plan, Total assets ($M): 26.558008 · Participants: 259Memorial Health Care Systems Tax Deferred Annuity PlanNebraska Medicine Retirement Plan - Base and Matching Contributions, Total assets ($M): 664.378389 · Participants: 9278Nebraska Medicine Retirement Plan - Base and Matching ContributionsNebraska Methodist Health System Defined Contribution Retirement Plan, Total assets ($M): 582.016022 · Participants: 7620Nebraska Methodist Health System Defined Contribution Retirement PlanRetirement Plan of Creighton University, Total assets ($M): 572.906456 · Participants: 3380Retirement Plan of Creighton UniversityNebraska Medicine Retirement Plan - Employee Contributions, Total assets ($M): 516.888215 · Participants: 9278Nebraska Medicine Retirement Plan - Employee ContributionsChildren's Hospital & Medical Center 403(b) Plan, Total assets ($M): 324.265293 · Participants: 3285Children's Hospital & Medical Center 403(b) Plan
Memorial Health Care Systems Tax Deferred Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants
Compare Memorial Health Care Systems Tax Deferred Annuity Plan side-by-side with 3 peers →

Memorial Health Care Systems Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Nebraska, the nearest Other by assets is St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan in TX ($27M); by covered participants it is Lionheart Children's Academy 403(b) Retirement Plan in TX (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Memorial Health Care Systems Tax Deferred Annuity Plan assets move in 2022? ▼
Memorial Health Care Systems Tax Deferred Annuity Plan pulled back noticeably - down 13.8% during 2022, from $31M to $27M. Reported net income was -$4M.
How have Memorial Health Care Systems plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Memorial Health Care Systems's sponsor-wide assets grew 37.3%, from $27M to $36M.
Where does Memorial Health Care Systems Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Memorial Health Care Systems Tax Deferred Annuity Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Memorial Health Care Systems Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan in TX ($27M, 172 participants).
Which Other plans cover a similar participant headcount to Memorial Health Care Systems Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Lionheart Children's Academy 403(b) Retirement Plan in TX (259 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470375220.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.