Other · DOL Form 5500 · 2022

Brodstone Memorial Hospital Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
209
Participants Below avg headcount
72nd
Percentile by assets National rank
$69,532
Avg per participant Below avg balance/head
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Official DOL plan name: Brodstone Memorial Hospital Tax Deferred Annuity Plan · Sponsored by Brodstone Memorial Hospital · Nebraska · Healthcare & Social Assistance

$15M in assets, 209 participants

Brodstone Memorial Hospital's Brodstone Memorial Hospital Tax Deferred Annuity Plan reported $15M in total assets and 209 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,342 in Healthcare & Social Assistance (20,060 peers)

Coverage in Nebraska

Brodstone Memorial Hospital Tax Deferred Annuity Plan covers 209 participants in Nebraska, about 38% of the average Nebraska filer (state average ~552 per filing). Assets: $15M.

#15,342
in Healthcare & Social Assistance (20,060 peers)
-11.0%
assets change YoY

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.

Brodstone Memorial Hospital Tax Deferred Annuity Plan's outsized position by total assets

Brodstone Memorial Hospital Tax Deferred Annuity Plan vs every filed plan by assets

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

$14,532,235 Top 28% higher than 72% 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

Brodstone Memorial Hospital Tax Deferred Annuity 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. Brodstone Memorial Hospital Tax Deferred Annuity Plan sits mid-pack in the medium band (209 participants).

Plan-year Form 5500 strip

Filing strip 470388012 · Brodstone Memorial Hospital PY 2022 · Other

Brodstone Memorial Hospital Tax Deferred Annuity Plan · $15M · 209 · 72nd

  • TYPE $15M
  • NET 209
  • BOOK 72nd
  • VS-ST Other
  • BOY near Hillbrook School Defined Contribution Retirement Plan
  • SCH ind #15342

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 Nebraska →

Brodstone Memorial Hospital Tax Deferred Annuity Plan in the asset neighbourhood

Penquis Cap 403b Plan$15MBrodstone Memorial Hospital Tax Deferred Annuity PlanBrodstone Memorial Hospital …$15MHillbrook School Defined Contribution Retirement PlanHillbrook School Defined Con…$15MOpportunity International Employees' 403(b) ProgramOpportunity International Em…$15MCornerstone Montgomery, Inc. 403(b) Retirement PlanCornerstone Montgomery, Inc.…$15M
End-of-year total assets ($M) among Brodstone Memorial Hospital Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN470388012
Plan Effective Date1987-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brodstone Memorial Hospital)

Sponsor-wide plan assets over time

All Brodstone Memorial Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$18M 21.561267072821213% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.5M $17.7M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 209 $15M
2023 1 234 $17M
2024 1 265 $18M

Nearby Other Plans in Nebraska

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

Brodstone Memorial Hospital Tax Deferred Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Brodstone Memorial Hospital Tax Deferred Annuity Plan, Total assets ($M): 14.532235 · Participants: 209Brodstone Memorial Hospital Tax Deferred Annuity PlanNebraska Medicine Retirement Plan - Base and Matching Contributions, Total assets ($M): 664.378389 · Participants: 9278Nebraska Medicine Retirement Plan - Base and Matching ContributionsNebraska Methodist Health System Defined Contribution Retirement Plan, Total assets ($M): 582.016022 · Participants: 7620Nebraska Methodist Health System Defined Contribution Retirement PlanRetirement Plan of Creighton University, Total assets ($M): 572.906456 · Participants: 3380Retirement Plan of Creighton UniversityNebraska Medicine Retirement Plan - Employee Contributions, Total assets ($M): 516.888215 · Participants: 9278Nebraska Medicine Retirement Plan - Employee ContributionsChildren's Hospital & Medical Center 403(b) Plan, Total assets ($M): 324.265293 · Participants: 3285Children's Hospital & Medical Center 403(b) Plan
Brodstone Memorial Hospital Tax Deferred Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants
Compare Brodstone Memorial Hospital Tax Deferred Annuity Plan side-by-side with 3 peers →

Brodstone Memorial Hospital Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Nebraska, the nearest Other by assets is Hillbrook School Defined Contribution Retirement Plan in CA ($15M); by covered participants it is Ray Graham Association for People with Disabilities 403b Plan in IL (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Brodstone Memorial Hospital Tax Deferred Annuity Plan assets move in 2022? ▼
Brodstone Memorial Hospital Tax Deferred Annuity Plan pulled back noticeably - down 11.0% during 2022, from $16M to $15M. Reported net income was -$2M.
How have Brodstone Memorial Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brodstone Memorial Hospital's sponsor-wide assets grew 21.6%, from $15M to $18M.
Which Other plans are similar in size to Brodstone Memorial Hospital Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Hillbrook School Defined Contribution Retirement Plan in CA ($15M, 74 participants).
Which Other plans cover a similar participant headcount to Brodstone Memorial Hospital Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Ray Graham Association for People with Disabilities 403b Plan in IL (209 participants, $6M 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 470388012.

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.