Defined Benefit (Pension) · DOL Form 5500 · 2022
Memorial Health System Pension Plan
Data updated 2026-08-25
- $404M
- Total assets Above avg plan size
- 1,540
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $262,502
- Avg per participant High balance/head
Official DOL plan name: Memorial Health System Employee Pension Plan · Sponsored by Memorial Health System · Illinois · Healthcare & Social Assistance
$404M in assets, 1,540 participants
Memorial Health System's Memorial Health System Employee Pension Plan reported $404M in total assets and 1,540 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,603 in Healthcare & Social Assistance (20,060 peers)
Where Memorial Health System Employee Pension Plan sits by assets
Memorial Health System Employee Pension Plan sits in the top 5% of all filed plans by assets, $404M for 1,540 participants (~$262,502/participant), down 24.5% in 2022.
- #19,603
- in Healthcare & Social Assistance (20,060 peers)
- -24.5%
- assets change YoY
- 4.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $133M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Memorial Health System Employee Pension Plan's outsized position by total assets
Memorial Health System Employee Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$404,253,593 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Memorial Health System Employee Pension 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. Memorial Health System Employee Pension Plan lands in the large band (1,540 participants).
Plan-year Form 5500 strip
Filing strip 371110690 · Memorial Health System PY 2022 · Defined Benefit (Pension)
Memorial Health System Employee Pension Plan · $404M · 1,540 · 97th
- NET $404M
- BOOK 1,540
- VS-ST 97th
- BOY Defined Benefit (Pension)
- SCH near Torrance Health Association Employees Retirement Plan
- EBSA ind #19603
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 Illinois →
Memorial Health System Employee Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $536M |
|---|---|
| Net Assets (End of Year) | $403M |
| Net Income | -$133M |
| Employer EIN | 371110690 |
| Plan Effective Date | 1967-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Memorial Health System)
Sponsor-wide plan assets over time
All Memorial Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $853M 14.700328738033921% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 12,245 | $1000M |
| 2023 | 3 | 11,227 | $745M |
| 2024 | 2 | 9,025 | $853M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Memorial Health System Employee Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Torrance Health Association Employees Retirement Plan in CA ($406M); by covered participants it is Supervalu Inc. Retirement Plan in MN (1,536 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($404M here).
- Torrance Health Association Employees Retirement Plan (CA) $406M · 1,369
- Premera Pension Equity Plan (WA) $406M · 2,663
- Pension Plan of the Segal Company (NY) $406M · 941
- Invista Pension Plan for Certain Grandfathered Employees (KS) $406M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (1,540 participants); asset peers above are excluded.
- Supervalu Inc. Retirement Plan (MN) 1,536 · 4 off
- Abb Inc. Cash Balance Pension Plan (NC) 1,535 · 5 off
- United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan (NJ) 1,535 · 5 off
- Diageo North America, Inc. Cash Balance Pension Plan (NY) 1,546 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.