Other · DOL Form 5500 · 2022
Memorial Health System Retirement Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 2,406
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $50,043
- Avg per participant Low balance/head
Official DOL plan name: Memorial Health System 403(b) Plan · Sponsored by Memorial Health System · Illinois · Healthcare & Social Assistance
$120M in assets, 2,406 participants
Memorial Health System's Memorial Health System 403(b) Plan reported $120M in total assets and 2,406 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #18,971 in Healthcare & Social Assistance (20,060 peers)
Coverage in Illinois
Memorial Health System 403(b) Plan covers 2,406 participants in Illinois, 3.1x the typical Illinois plan (state average ~779 per filing). Assets: $120M.
- #18,971
- in Healthcare & Social Assistance (20,060 peers)
- -25.5%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Memorial Health System 403(b) Plan's outsized position by total assets
Memorial Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$120,403,571 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Memorial Health System 403(b) 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. Memorial Health System 403(b) Plan lands in the large band (2,406 participants).
DOL schedule card
Filing strip 371110690 · Memorial Health System PY 2022 · Other
Memorial Health System 403(b) Plan · $120M · 2,406 · 94th
- VS-ST $120M
- VS-ST 2,406
- VS-ST 94th
- VS-ST Other
- VS-ST near Robert Wood Johnson Foundation Qualified Retirement Plan
- VS-ST ind #18971
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 Illinois →
Memorial Health System 403(b) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | -$41M |
| Employer EIN | 371110690 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Memorial Health System)
Sponsor-wide plan assets over time
All Memorial Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $853M 14.700328738033921% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 12,245 | $1000M |
| 2023 | 3 | 11,227 | $745M |
| 2024 | 2 | 9,025 | $853M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Memorial Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Robert Wood Johnson Foundation Qualified Retirement Plan in NJ ($120M); by covered participants it is Jewish Board of Family and Children's Services 403b Plan in NY (2,402 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,406 participants); asset peers above are excluded.
- Jewish Board of Family and Children's Services 403b Plan (NY) 2,402 · 4 off
- University of Maryland Capital Region Health Retirement Savings Plan (MD) 2,412 · 6 off
- Saint Louis University 403(b) Annuity Plan (MO) 2,398 · 8 off
- Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan (VA) 2,392 · 14 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.