Other · DOL Form 5500 · 2022

Lima Memorial Health System Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1,553
Participants Near avg headcount
41st
Percentile by assets National rank
$1,970
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Lima Memorial Health System 403(b) Plan · Sponsored by Lima Memorial Health System · Ohio · Healthcare & Social Assistance

$3M in assets, 1,553 participants

Lima Memorial Health System's Lima Memorial Health System 403(b) Plan reported $3M in total assets and 1,553 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #8,917 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Lima Memorial Health System 403(b) Plan covers 1,553 participants in Ohio, 2.0x the typical Ohio plan (state average ~765 per filing). Assets: $3M.

#8,917
in Healthcare & Social Assistance (20,060 peers)
-27.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lima Memorial Health System 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lima Memorial Health System 403(b) Plan vs every filed plan by assets

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

$3,058,910 41st percentile higher than 41% 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

Lima 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. Lima Memorial Health System 403(b) Plan lands in the large band (1,553 participants).

Form 5500 schedule snapshot

Filing strip 344434676 · Lima Memorial Health System PY 2022 · Other

Lima Memorial Health System 403(b) Plan · $3M · 1,553 · 41st

  • SCH $3M
  • EBSA 1,553
  • PART 41st
  • TYPE Other
  • NET near Homesafe 403(b) Retirement Plan
  • BOOK ind #8917

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 Ohio →

Lima Memorial Health System 403(b) Plan in the asset neighbourhood

Lima Memorial Health System 403(b) PlanLima Memorial Health System …$3MHomesafe 403(b) Retirement PlanHomesafe 403(b) Retirement P…$3MThe Consortium 403(b) Plan$3MAdjoin 403(b) Plan$3MArea Agency on Aging of Southeast Arkansas Retirement PlanArea Agency on Aging of Sout…$3M
End-of-year total assets ($M) among Lima Memorial Health System 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN344434676
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Lima Memorial Health System 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Lima Memorial Health System 403(b) Plan, Total assets ($B): 0.00305891 · Participants: 1553Lima Memorial Health System 403(b) PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Lima Memorial Health System 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants

Lima Memorial Health System 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Homesafe 403(b) Retirement Plan in FL ($3M); by covered participants it is Incentive Savings Plan for Employees of Meadville Medical Center in PA (1,551 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,553 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 Lima Memorial Health System 403(b) Plan assets move in 2022?
Lima Memorial Health System 403(b) Plan declined sharply - down 27.6% during 2022, from $4M to $3M. Reported net income was -$1M.
Which Other plans are similar in size to Lima Memorial Health System 403(b) Plan?
Among Other plans in other states, the closest by assets is Homesafe 403(b) Retirement Plan in FL ($3M, 126 participants).
Which Other plans cover a similar participant headcount to Lima Memorial Health System 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Incentive Savings Plan for Employees of Meadville Medical Center in PA (1,551 participants, $127M in assets).