Profit Sharing · DOL Form 5500 · 2022
Memorial Health Services Profit Sharing Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 5,104
- Participants
- 99th
- Percentile by assets
- $228,022
- Avg per participant
Official DOL plan name: Memorialcare Retirement Plan · Sponsored by Memorial Health Services · California · Healthcare & Social Assistance
$1.2B in assets, 5,104 participants
Memorial Health Services's Memorialcare Retirement Plan reported $1.2B in total assets and 5,104 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #19,913 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Memorialcare Retirement Plan covers 5,104 participants in California, 8.1x the typical California plan (state average ~630 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2022 EOY)
- 5,104
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $228,022
- avg assets per participant
The plan reported a net loss of $248M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Memorialcare Retirement Plan reports 5,104 participants - 8.1x that state average ($1.2B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$248M |
| Employer EIN | 951643381 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Memorial Health Services)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,853 | $1.3B |
| 2023 | 2 | 10,727 | $1.6B |
| 2024 | 2 | 11,679 | $1.8B |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Memorialcare Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
- Disney Retirement Savings Plan $792M · 30,171
Scale composition for Memorialcare Retirement Plan
Memorialcare Retirement Plan reports $1.2B in end-of-year assets across 5,104 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $228,022 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2022 was -$248M.
This plan identity (EIN 951643381, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.4B (+22.8%) while covered participants moved from 5,104 to 4,491 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,104 | $1.2B | This page |
| 2023 | 4,728 | $1.3B | Open filing |
| 2024 · index core | 4,491 | $1.4B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Memorialcare Retirement Plan (Profit Sharing, $1.4B, 4,491 participants)
- Memorialcare 401(k) Plan (401(k), $329M, 7,188 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Memorialcare Retirement Plan by total assets, not by location.
- Boilermakers National Annuity Trust (MO) $1.2B · 18,584
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund (WI) $1.2B · 5,909
- Cleveland Clinic Investment Pension Plan (OH) $1.2B · 46,417
- Wakemed Retirement Savings Plan (NC) $1.1B · 11,689
Frequently Asked Questions
How did Memorialcare Retirement Plan assets move in 2022? ▼
How have Memorial Health Services plan assets changed over time? ▼
Where does Memorialcare Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Memorialcare Retirement Plan? ▼
Next read for Memorialcare Retirement Plan
Filing takeaways
Ways to act on Memorialcare Retirement Plan's numbers.
- By total assets, Memorialcare Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Memorial Health Services's sponsor-wide assets have grown 32.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans