Other · DOL Form 5500 · 2022
Martha and Mary 403(b) Plan
ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.
- $858K
- Total assets
- 332
- Participants
- 5th
- Percentile by assets
Sponsored by Martha and Mary Health Services · Washington · Other Services
What the 2022 filing shows
Martha and Mary 403(b) Plan holds $858K for 332 participants - about $2,584 per participant, among the smaller plans by assets on file, down 7.0% over the 2022 plan year.
- $858K
- total plan assets (2022 EOY)
- 332
- covered participants
- 5th
- percentile by assets (of 84,055 plans)
- $2,584
- avg assets per participant
The plan reported a net loss of $65K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Martha and Mary 403(b) Plan
Martha and Mary 403(b) Plan is a Other retirement plan sponsored by Martha and Mary Health Services, headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $858K in total end-of-year assets and covers 332 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 943229627, and the plan has been effective since 2019-08-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $923K at the beginning of 2022 to $858K at year-end - a decline of 7.0%. Net assets (after liabilities) closed the year at $858K, with reported net income of $-64,808 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $923K |
| Total Assets (End of Year) | $858K |
| Net Assets (End of Year) | $858K |
| Net Income | $-64,808 |
| Plan Type | Other |
| Employer EIN | 943229627 |
| Plan Effective Date | 2019-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
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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 943229627.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.