401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$155M
Total assets Near avg plan size
886
Participants Near avg headcount
95th
Percentile by assets National rank
$174,823
Avg per participant Above avg balance/head
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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.

  • #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.

#19,133
in Healthcare & Social Assistance (20,060 peers)
-8.2%
assets change YoY
1.6×
vs typical plan assets (national mean)

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.

Martin Memorial Health Systems 401(k) Retirement Savings Plan's outsized position 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 $2,050,000,000 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

Martin Memorial Health Systems 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martin Memorial Health Systems 401(k) Retirement Savings Plan sits mid-pack in the medium band (886 participants).

Plan-year Form 5500 strip

Filing strip 592320501 · Medical and Financial Management, Inc. PY 2022 · 401(k)

Martin Memorial Health Systems 401(k) Retirement Savings Plan · $155M · 886 · 95th

  • SCH $155M
  • SCH 886
  • SCH 95th
  • SCH 401(k)
  • SCH near Primient Salaried Comprehensive Retirement Plan
  • SCH ind #19133

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 Florida →

Martin Memorial Health Systems 401(k) Retirement Savings Plan in the asset neighbourhood

Stites & Harbison, PLLC Restated Security Plan IStites & Harbison, PLLC Rest…$155MMartin Memorial Health Systems 401(k) Retirement Savings PlanMartin Memorial Health Syste…$155MPrimient Salaried Comprehensive Retirement PlanPrimient Salaried Comprehens…$155MContinental Micronesia, Inc. 401(k) Savings PlanContinental Micronesia, Inc.…$155MResideo Technologies, Inc. 401(k) PlanResideo Technologies, Inc. 4…$155M
End-of-year total assets ($M) among Martin Memorial Health Systems 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Medical and Financial Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$198M 27.86403119119648% vs 2022
2023 filing year
$140M$160M$180M$200M$220M 20222023 $155M $198M ▲ +27.9%
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 ($B) Participants Martin Memorial Health Systems 401(k) Retirement Savings Plan, Total assets ($B): 0.154892936 · Participants: 886Martin Memorial Health Systems 401(k) Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
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) Retirement Savings Plan side-by-side with 3 peers →

Martin Memorial Health Systems 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Primient Salaried Comprehensive Retirement Plan in IL ($155M); by covered participants it is Prada USA Corp. & Affiliates Retirement Savings Plan in NY (886 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (886 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 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).
Which 401(k) plans cover a similar participant headcount to Martin Memorial Health Systems 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prada USA Corp. & Affiliates Retirement Savings Plan in NY (886 participants, $65M in assets).

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.