401(k) · DOL Form 5500 · 2022

Medical and Financial Management, Inc. 401(k) Plan

Data updated 2026-08-11

$155M
Total assets
886
Participants
95th
Percentile by assets
$174,823
Avg per participant
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Official DOL plan name: Martin Memorial Health Systems 401(k) Retirement Savings Plan · Sponsored by Medical and Financial Management, Inc. · Florida · Healthcare & Social Assistance

$155M in assets, 886 participants

Medical and Financial Management, Inc.'s Martin Memorial Health Systems 401(k) Retirement Savings Plan reported $155M in total assets and 886 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #19,133 in Healthcare & Social Assistance (20,060 peers)

Where Martin Memorial Health Systems 401(k) Retirement Savings Plan sits by assets

Martin Memorial Health Systems 401(k) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $155M for 886 participants (~$174,823/participant), down 8.2% in 2022.

$155M
total plan assets (2022 EOY)
886
covered participants
95th
percentile by assets (of 139,126 plans)
$174,823
avg assets per participant

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Martin Memorial Health Systems 401(k) Retirement Savings Plan sits by total assets

Martin Memorial Health Systems 401(k) Retirement Savings Plan vs every filed plan by assets

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

$154,892,936 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Florida
Industry
Healthcare & Social Assistance

Martin Memorial Health Systems 401(k) Retirement Savings Plan vs the 2022 asset distribution

By assets, Martin Memorial Health Systems 401(k) Retirement Savings Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$169M
Net Assets (End of Year)$155M
Net Income-$14M
Employer EIN592320501
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medical and Financial Management, Inc.)

$140M$160M$180M$200M$220M 20222023 $155M $198M ▲ +27.9%
Total plan assets by year, all Medical and Financial Management, Inc. plans on file
Year Plans Participants Total Assets
2022 1 886 $155M
2023 2 3,660 $198M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Martin Memorial Health Systems 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Martin Memorial Heal…, Total assets ($B): 0.154892936 · Participants: 886Martin Memorial Heal…L3harris Retirement …, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Reti…Publix Super Markets…, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets…Nextera Energy, Inc.…, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc.…
Martin Memorial Health Systems 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Martin Memorial Health Systems 401(k) Re… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Martin Memorial Health Systems 401(k) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Martin Memorial Health Systems 401(k) Retirement Savings Plan assets move in 2022? ▼
Martin Memorial Health Systems 401(k) Retirement Savings Plan pulled back noticeably - down 8.2% during 2022, from $169M to $155M. Reported net income was -$14M.
How have Medical and Financial Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Medical and Financial Management, Inc.'s sponsor-wide assets grew 27.9%, from $155M to $198M.
Where does Martin Memorial Health Systems 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Martin Memorial Health Systems 401(k) Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Martin Memorial Health Systems 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Primient Salaried Comprehensive Retirement Plan in IL ($155M, 971 participants).

Next read for Martin Memorial Health Systems 401(k) Re…

Scale reading

Ways to act on Martin Memorial Health Systems 401(k) Retirement Savings Plan's numbers.

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 592320501.

Read our methodology - how this data is sourced, computed, and verified.

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