Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Citizens Memorial Health Care System Profit Sharing Plan

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

Sponsored by Citizens Memorial Hospital District Β· Missouri Β· Healthcare & Social Assistance

What the 2023 filing shows

Citizens Memorial Health Care System Profit Sharing Plan holds $36M for 2,061 participants - about $17,682 per participant, down 11.2% over the 2022 plan year.

$36M
total plan assets (2022 EOY)
2,061
covered participants
$17,682
avg assets per participant
-11.2%
assets change YoY

The plan reported a net loss of $5M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$36M
Participants
2,061
State
Industry
Healthcare & Social Assistance

What the Filing Says About Citizens Memorial Health Care System Profit Sharing Plan

Citizens Memorial Health Care System Profit Sharing Plan is a Profit Sharing retirement plan sponsored by Citizens Memorial Hospital District, headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $36M in total end-of-year assets and covers 2,061 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 431142176, and the plan has been effective since 1987-09-25. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $41M at the beginning of 2022 to $36M at year-end β€” a decline of 11.2%. Net assets (after liabilities) closed the year at $36M, with reported net income of $-5,174,375 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 β€” 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)$41M
Total Assets (End of Year)$36M
Net Assets (End of Year)$36M
Net Income$-5,174,375
Plan TypeProfit Sharing
Employer EIN431142176
Plan Effective Date1987-09-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Memorial Hospital District)

Year Plans Participants Total Assets
2022 2 4,122 $98M
2023 2 4,272 $117M
2024 2 4,504 $132M

Nearby Profit Sharing Plans in Missouri

Peer Profit Sharing plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Citizens Memorial Health Care System Profit Sharing Plan?
As of the 2022 Form 5500 filing, Citizens Memorial Health Care System Profit Sharing Plan holds $36M in total assets with 2,061 participants. It is sponsored by Citizens Memorial Hospital District.
What type of plan is Citizens Memorial Health Care System Profit Sharing Plan?
Citizens Memorial Health Care System Profit Sharing Plan is a Profit Sharing plan. It has been effective since 1987-09-25. The plan is filed with the U.S. Department of Labor under EIN 431142176.
Who sponsors the Citizens Memorial Health Care System Profit Sharing Plan?
Citizens Memorial Health Care System Profit Sharing Plan is sponsored by Citizens Memorial Hospital District, located in Missouri. The sponsor's EIN is 431142176 and the plan operates in the Healthcare & Social Assistance industry.
How did Citizens Memorial Health Care System Profit Sharing Plan perform in 2022?
Citizens Memorial Health Care System Profit Sharing Plan declined by 11.2% during 2022, moving from $41M to $36M in total assets. Net income was $-5,174,375.
Where can I find official filings for Citizens Memorial Health Care System Profit Sharing Plan?
Official Form 5500 filings for Citizens Memorial Health Care System Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 431142176 or plan name at efast.dol.gov.
How does Citizens Memorial Health Care System Profit Sharing Plan compare to other plans?
You can compare Citizens Memorial Health Care System Profit Sharing Plan against other Profit Sharing plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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) β€” original filing retrieval by EIN 431142176.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” 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.