Profit Sharing ยท DOL Form 5500 ยท 2022

Marshall Browning Hospital Association Tax Deferred Annuity Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$12M
Total assets
284
Participants
51th
Percentile by assets

Sponsored by Marshall Browning Hospital Association ยท Illinois ยท Healthcare & Social Assistance

What the 2022 filing shows

Marshall Browning Hospital Association Tax Deferred Annuity Plan holds $12M for 284 participants - about $42,506 per participant, above the median plan by assets, down 14.4% over the 2022 plan year.

$12M
total plan assets (2022 EOY)
284
covered participants
51th
percentile by assets (of 84,055 plans)
$42,506
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$12M
Participants
284
State
Industry
Healthcare & Social Assistance

What the Filing Says About Marshall Browning Hospital Association Tax Deferred Annuity Plan

Marshall Browning Hospital Association Tax Deferred Annuity Plan is a Profit Sharing retirement plan sponsored by Marshall Browning Hospital Association, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 284 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 370661218, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2022 to $12M at year-end - a decline of 14.4%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-2,024,053 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 and can be compared against 2 prior plan-year filings from the same sponsor shown below.

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)$14M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$-2,024,053
Plan TypeProfit Sharing
Employer EIN370661218
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall Browning Hospital Association)

Year Plans Participants Total Assets
2022 1 284 $12M
2023 1 281 $15M
2024 1 301 $17M

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Frequently Asked Questions

How much money is in the Marshall Browning Hospital Association Tax Deferred Annuity Plan?
As of the 2022 Form 5500 filing, Marshall Browning Hospital Association Tax Deferred Annuity Plan holds $12M in total assets with 284 participants. It is sponsored by Marshall Browning Hospital Association.
What type of plan is Marshall Browning Hospital Association Tax Deferred Annuity Plan?
Marshall Browning Hospital Association Tax Deferred Annuity Plan is a Profit Sharing plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 370661218.
Who sponsors the Marshall Browning Hospital Association Tax Deferred Annuity Plan?
Marshall Browning Hospital Association Tax Deferred Annuity Plan is sponsored by Marshall Browning Hospital Association, located in Illinois. The sponsor's EIN is 370661218 and the plan operates in the Healthcare & Social Assistance industry.
How did Marshall Browning Hospital Association Tax Deferred Annuity Plan perform in 2022?
Marshall Browning Hospital Association Tax Deferred Annuity Plan declined by 14.4% during 2022, moving from $14M to $12M in total assets. Net income was $-2,024,053.
Where can I find official filings for Marshall Browning Hospital Association Tax Deferred Annuity Plan?
Official Form 5500 filings for Marshall Browning Hospital Association Tax Deferred Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 370661218 or plan name at efast.dol.gov.
How does Marshall Browning Hospital Association Tax Deferred Annuity Plan compare to other plans?
You can compare Marshall Browning Hospital Association Tax Deferred Annuity Plan against other Profit Sharing plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 370661218.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.