Other · DOL Form 5500 · 2022
Phelps Memorial Health Center Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 274
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $58,868
- Avg per participant Low balance/head
Official DOL plan name: Phelps Memorial Health Center Tax Sheltered Annuity Plan · Sponsored by Phelps Memorial Health Center · Nebraska · Healthcare & Social Assistance
$16M in assets, 274 participants
Phelps Memorial Health Center's Phelps Memorial Health Center Tax Sheltered Annuity Plan reported $16M in total assets and 274 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,674 in Healthcare & Social Assistance (20,060 peers)
Coverage in Nebraska
Phelps Memorial Health Center Tax Sheltered Annuity Plan covers 274 participants in Nebraska, about 50% of the average Nebraska filer (state average ~552 per filing). Assets: $16M.
- #15,674
- in Healthcare & Social Assistance (20,060 peers)
- -10.9%
- 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.
Phelps Memorial Health Center Tax Sheltered Annuity Plan's outsized position by total assets
Phelps Memorial Health Center Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,129,921 Top 26% higher than 74% 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
Phelps Memorial Health Center Tax Sheltered 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. Phelps Memorial Health Center Tax Sheltered Annuity Plan sits mid-pack in the medium band (274 participants).
EBSA filing schedule strip
Filing strip 470481628 · Phelps Memorial Health Center PY 2022 · Other
Phelps Memorial Health Center Tax Sheltered Annuity Plan · $16M · 274 · 74th
- EBSA $16M
- EBSA 274
- EBSA 74th
- EBSA Other
- EBSA near University Neurology, Inc. Retirement Plan
- EBSA ind #15674
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 →
Phelps Memorial Health Center Tax Sheltered Annuity Plan in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 470481628 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phelps Memorial Health Center)
Sponsor-wide plan assets over time
All Phelps Memorial Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 41.449328859081206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $16M |
| 2023 | 1 | 299 | $19M |
| 2024 | 1 | 341 | $23M |
Nearby Other Plans in Nebraska
Peer Other plans, same state, same plan type, ranked by total assets.
- Nebraska Medicine Retirement Plan - Base and Matching Contributions $664M · 9,278
- Nebraska Methodist Health System Defined Contribution Retirement Plan $582M · 7,620
- Retirement Plan of Creighton University $573M · 3,380
- Nebraska Medicine Retirement Plan - Employee Contributions $517M · 9,278
- Children's Hospital & Medical Center 403(b) Plan $324M · 3,285
Phelps Memorial Health Center Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Nebraska, the nearest Other by assets is University Neurology, Inc. Retirement Plan in NY ($16M); by covered participants it is Montgomery Hospice Employee and Employer Contribution Plan in MD (274 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- University Neurology, Inc. Retirement Plan (NY) $16M · 114
- Targetcw 401(k) Plan (CA) $16M · 7,108
- 403(b) Thrift Plan for Employees of Nonprofit Finance Fund (NY) $16M · 101
- Association of Graduates Retirement Savings Plan (NY) $16M · 109
Similar participant headcount
Nearest other-state filings by covered participants (274 participants); asset peers above are excluded.
- Montgomery Hospice Employee and Employer Contribution Plan (MD) 274 · 0 off
- Kkv Retirement Plan (HI) 274 · 0 off
- Oklahoma Christian University Defined Contribution Retirement Plan (OK) 274 · 0 off
- St. Francis College Retirement Plan (NY) 274 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.