Other · DOL Form 5500 · 2022

Memorial Health Care Systems Retirement Plan

Data updated 2026-08-11

$27M
Total assets
259
Participants
81st
Percentile by assets
$102,541
Avg per participant
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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.

  • 81st percentile by assets (of 139,126 plans)
  • #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.

$27M
total plan assets (2022 EOY)
259
covered participants
81st
percentile by assets (of 139,126 plans)
$102,541
avg assets per participant

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.

Where Memorial Health Care Systems Tax Deferred Annuity Plan sits 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 $2,010,000,000 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

State
Nebraska
Industry
Healthcare & Social Assistance

Participants vs Nebraska filers

In Nebraska, the average filing covers about 552 participants across 778 plans. Memorial Health Care Systems Tax Deferred Annuity Plan reports 259 participants - about 47% of that state average ($27M EOY assets).

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)

$25M$30M$35M$40M 202220232024 $26.6M $36.5M ▲ +37.3%
Total plan assets by year, all Memorial Health Care Systems plans on file
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 ($M) Participants Memorial Health Care…, Total assets ($M): 26.558008 · Participants: 259Memorial Health Care…Nebraska Medicine Re…, Total assets ($M): 664.378389 · Participants: 9278Nebraska Medicine Re…Nebraska Methodist H…, Total assets ($M): 582.016022 · Participants: 7620Nebraska Methodist H…Retirement Plan of C…, Total assets ($M): 572.906456 · Participants: 3380Retirement Plan of C…Nebraska Medicine Re…, Total assets ($M): 516.888215 · Participants: 9278Nebraska Medicine Re…Children's Hospital …, Total assets ($M): 324.265293 · Participants: 3285Children's Hospital …
Memorial Health Care Systems Tax Deferred Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants
Compare Memorial Health Care Systems Tax Deferre… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Memorial Health Care Systems Tax Deferred Annuity Plan by total assets, not by location.

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).

Next read for Memorial Health Care Systems Tax Deferre…

Filing takeaways

Ways to act on Memorial Health Care Systems Tax Deferred Annuity Plan's numbers.

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.