Other · DOL Form 5500 · 2022

Margaret Mary Community Hospital, Inc. Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
806
Participants Near avg headcount
84th
Percentile by assets National rank
$41,704
Avg per participant Low balance/head
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Official DOL plan name: Margaret Mary Health Savings Plan · Sponsored by Margaret Mary Community Hospital, Inc. · Indiana · Healthcare & Social Assistance

$34M in assets, 806 participants

Margaret Mary Community Hospital, Inc.'s Margaret Mary Health Savings Plan reported $34M in total assets and 806 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,375 in Healthcare & Social Assistance (20,060 peers)

Where Margaret Mary Health Savings Plan sits by assets

Margaret Mary Health Savings Plan sits in the top quartile of all filed plans by assets, $34M for 806 participants (~$41,704/participant), down 9.4% in 2022.

#17,375
in Healthcare & Social Assistance (20,060 peers)
-9.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Margaret Mary Health Savings Plan's outsized position by total assets

Margaret Mary Health Savings Plan vs every filed plan by assets

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

$33,613,732 Top 16% higher than 84% 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

Margaret Mary Health 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. Margaret Mary Health Savings Plan sits mid-pack in the medium band (806 participants).

DOL schedule card

Filing strip 356067049 · Margaret Mary Community Hospital, Inc. PY 2022 · Other

Margaret Mary Health Savings Plan · $34M · 806 · 84th

  • PART $34M
  • PART 806
  • PART 84th
  • PART Other
  • PART near Museum of Science Savings Plan
  • PART ind #17375

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 Indiana →

Margaret Mary Health Savings Plan in the asset neighbourhood

Retirement Plan for Employees of Kintegra HealthRetirement Plan for Employee…$34MMargaret Mary Health Savings PlanMargaret Mary Health Savings…$34MMuseum of Science Savings PlanMuseum of Science Savings Pl…$34MTiaa-Cref Retirement Plan for Staff and Faculty of Webb SchoolTiaa-Cref Retirement Plan fo…$34MTrinity Valley School Tax Sheltered Group AnnuityTrinity Valley School Tax Sh…$34M
End-of-year total assets ($M) among Margaret Mary Health Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$34M
Net Income-$4M
Employer EIN356067049
Plan Effective Date1970-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Margaret Mary Community Hospital, Inc.)

Sponsor-wide plan assets over time

All Margaret Mary Community Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 23.121694699332245% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.1M $59.3M ▲ +23.1%
Year Plans Participants Total Assets
2022 2 1,459 $48M
2023 2 1,425 $55M
2024 2 1,482 $59M

Nearby Other Plans in Indiana

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

Margaret Mary Health Savings Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600800 Total assets ($M) Participants Margaret Mary Health Savings Plan, Total assets ($M): 33.613732 · Participants: 806Margaret Mary Health Savings PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Margaret Mary Health Savings Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Margaret Mary Health Savings Plan side-by-side with 3 peers →

Margaret Mary Health Savings Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Museum of Science Savings Plan in MA ($34M); by covered participants it is Youth Consultation Service Tax Sheltered Annuity Plan in NJ (807 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (806 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 Margaret Mary Health Savings Plan assets move in 2022? ▼
Margaret Mary Health Savings Plan pulled back noticeably - down 9.4% during 2022, from $37M to $34M. Reported net income was -$4M.
How have Margaret Mary Community Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Margaret Mary Community Hospital, Inc.'s sponsor-wide assets grew 23.1%, from $48M to $59M.
Where does Margaret Mary Health Savings Plan rank by assets among Form 5500 filers? ▼
Margaret Mary Health Savings Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Margaret Mary Health Savings Plan? ▼
Among Other plans in other states, the closest by assets is Museum of Science Savings Plan in MA ($34M, 340 participants).
Which Other plans cover a similar participant headcount to Margaret Mary Health Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Youth Consultation Service Tax Sheltered Annuity Plan in NJ (807 participants, $29M 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 356067049.

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.