Other · DOL Form 5500 · 2022

Licking Memorial Health Systems Retirement Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
2,229
Participants Above avg headcount
93rd
Percentile by assets National rank
$47,990
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Licking Memorial Health Systems Tax Deferred 403(b) Plan · Sponsored by Licking Memorial Health Systems · Ohio · Healthcare & Social Assistance

$107M in assets, 2,229 participants

Licking Memorial Health Systems's Licking Memorial Health Systems Tax Deferred 403(b) Plan reported $107M in total assets and 2,229 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,866 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Licking Memorial Health Systems Tax Deferred 403(b) Plan covers 2,229 participants in Ohio, 2.9x the typical Ohio plan (state average ~765 per filing). Assets: $107M.

#18,866
in Healthcare & Social Assistance (20,060 peers)
-11.1%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Licking Memorial Health Systems Tax Deferred 403(b) Plan's outsized position by total assets

Licking Memorial Health Systems Tax Deferred 403(b) Plan vs every filed plan by assets

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

$106,969,965 Top 7% higher than 93% 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

Licking Memorial Health Systems Tax Deferred 403(b) 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. Licking Memorial Health Systems Tax Deferred 403(b) Plan lands in the large band (2,229 participants).

EBSA filing schedule strip

Filing strip 311096218 · Licking Memorial Health Systems PY 2022 · Other

Licking Memorial Health Systems Tax Deferred 403(b) Plan · $107M · 2,229 · 93rd

  • EIN $107M
  • EIN 2,229
  • EIN 93rd
  • EIN Other
  • EIN near The Principia Corporation Retirement Plan for Faculty & Staff
  • EIN ind #18866

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 Ohio →

Licking Memorial Health Systems Tax Deferred 403(b) Plan in the asset neighbourhood

Staffco of Brooklyn, LLC 403(b) PlanStaffco of Brooklyn, LLC 403…$107MChildrens Hospital Los Angeles Employees 403 (B) PlanChildrens Hospital Los Angel…$107MEducation Development Center Supplemental Retirement PlanEducation Development Center…$107MLicking Memorial Health Systems Tax Deferred 403(b) PlanLicking Memorial Health Syst…$107MThe Principia Corporation Retirement Plan for Faculty & StaffThe Principia Corporation Re…$107M
End-of-year total assets ($M) among Licking Memorial Health Systems Tax Deferred 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$107M
Net Income-$13M
Employer EIN311096218
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Licking Memorial Health Systems)

Sponsor-wide plan assets over time

All Licking Memorial Health Systems plans reported in each filing year

Latest sponsor-wide plan assets
$160M 49.344047181842114% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $107M $160M ▲ +49.3%
Year Plans Participants Total Assets
2022 1 2,229 $107M
2023 1 2,335 $142M
2024 1 2,370 $160M

Nearby Other Plans in Ohio

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

Licking Memorial Health Systems Tax Deferred 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Licking Memorial Health Systems Tax Deferred 403(b) Plan, Total assets ($B): 0.106969965 · Participants: 2229Licking Memorial Health Systems Tax Deferred 403(b) PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Licking Memorial Health Systems Tax Deferred 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Licking Memorial Health Systems Tax Deferred 403(b) Plan side-by-side with 3 peers →

Licking Memorial Health Systems Tax Deferred 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The Principia Corporation Retirement Plan for Faculty & Staff in MO ($107M); by covered participants it is Centrastate Healthcare System 403(b) Retirement Savings in NJ (2,229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,229 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 Licking Memorial Health Systems Tax Deferred 403(b) Plan assets move in 2022? ▼
Licking Memorial Health Systems Tax Deferred 403(b) Plan pulled back noticeably - down 11.1% during 2022, from $120M to $107M. Reported net income was -$13M.
How have Licking Memorial Health Systems plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Licking Memorial Health Systems's sponsor-wide assets grew 49.3%, from $107M to $160M.
Where does Licking Memorial Health Systems Tax Deferred 403(b) Plan rank by assets among Form 5500 filers? ▼
Licking Memorial Health Systems Tax Deferred 403(b) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Licking Memorial Health Systems Tax Deferred 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Principia Corporation Retirement Plan for Faculty & Staff in MO ($107M, 517 participants).
Which Other plans cover a similar participant headcount to Licking Memorial Health Systems Tax Deferred 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Centrastate Healthcare System 403(b) Retirement Savings in NJ (2,229 participants, $174M 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 311096218.

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.