Other · DOL Form 5500 · 2022

Marion General Hospital, Inc. Retirement Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
1,147
Participants Near avg headcount
89th
Percentile by assets National rank
$51,439
Avg per participant Low balance/head
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Official DOL plan name: Mgh 403(b) Retirement Plan · Sponsored by Marion General Hospital, Inc. · Indiana · Healthcare & Social Assistance

$59M in assets, 1,147 participants

Marion General Hospital, Inc.'s Mgh 403(b) Retirement Plan reported $59M in total assets and 1,147 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,233 in Healthcare & Social Assistance (20,060 peers)

Coverage in Indiana

Mgh 403(b) Retirement Plan covers 1,147 participants in Indiana, 2.1x the typical Indiana plan (state average ~541 per filing). Assets: $59M.

#18,233
in Healthcare & Social Assistance (20,060 peers)
-10.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mgh 403(b) Retirement Plan's outsized position by total assets

Mgh 403(b) Retirement Plan vs every filed plan by assets

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

$59,000,803 Top 11% higher than 89% 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

Mgh 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mgh 403(b) Retirement Plan lands in the large band (1,147 participants).

Plan-year Form 5500 strip

Filing strip 350868130 · Marion General Hospital, Inc. PY 2022 · Other

Mgh 403(b) Retirement Plan · $59M · 1,147 · 89th

  • BOY $59M
  • SCH 1,147
  • EBSA 89th
  • PART Other
  • TYPE near Upstate Cerebral Palsy Defined Contribution Retirement Plan
  • NET ind #18233

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 Indiana →

Mgh 403(b) Retirement Plan in the asset neighbourhood

Iavi 403(b) Retirement Plan$59MSt Thomas Aquinas College Section 403b PlanSt Thomas Aquinas College Se…$59MUpstate Cerebral Palsy Defined Contribution Retirement PlanUpstate Cerebral Palsy Defin…$59MMgh 403(b) Retirement Plan$59MChambersburg Hospital Bargaining 403(b) PlanChambersburg Hospital Bargai…$59M
End-of-year total assets ($M) among Mgh 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$59M
Net Income-$7M
Employer EIN350868130
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marion General Hospital, Inc.)

Sponsor-wide plan assets over time

All Marion General Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$131M 9.623243663226939% vs 2022
2024 filing year
$115M$120M$125M$130M$135M 202220232024 $119M $131M ▲ +9.6%
Year Plans Participants Total Assets
2022 2 1,341 $119M
2023 2 1,286 $124M
2024 2 1,331 $131M

Nearby Other Plans in Indiana

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

Mgh 403(b) Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600800 Total assets ($M) Participants Mgh 403(b) Retirement Plan, Total assets ($M): 59.000803 · Participants: 1147Mgh 403(b) Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Mgh 403(b) Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Mgh 403(b) Retirement Plan side-by-side with 3 peers →

Mgh 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Upstate Cerebral Palsy Defined Contribution Retirement Plan in NY ($59M); by covered participants it is California Teaching Fellows Foundation 403(b) Retirement Plan in CA (1,147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,147 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 Mgh 403(b) Retirement Plan assets move in 2022? ▼
Mgh 403(b) Retirement Plan pulled back noticeably - down 10.1% during 2022, from $66M to $59M. Reported net income was -$7M.
How have Marion General Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marion General Hospital, Inc.'s sponsor-wide assets grew 9.6%, from $119M to $131M.
Where does Mgh 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Mgh 403(b) Retirement Plan ranks in the 89th 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 Mgh 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Upstate Cerebral Palsy Defined Contribution Retirement Plan in NY ($59M, 1,611 participants).
Which Other plans cover a similar participant headcount to Mgh 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is California Teaching Fellows Foundation 403(b) Retirement Plan in CA (1,147 participants, $241K 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 350868130.

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.