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
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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

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

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

403(b) Thrift Plan for Employees of Nonprofit Finance Fund403(b) Thrift Plan for Emplo…$16MTargetcw 401(k) Plan$16MPhelps Memorial Health Center Tax Sheltered Annuity PlanPhelps Memorial Health Cente…$16MUniversity Neurology, Inc. Retirement PlanUniversity Neurology, Inc. R…$16MAssociation of Graduates Retirement Savings PlanAssociation of Graduates Ret…$16M
End-of-year total assets ($M) among Phelps Memorial Health Center Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN470481628
Plan Effective Date1987-07-01
Filing StatusFILING 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
$15M$20M$25M 202220232024 $16.1M $22.8M ▲ +41.5%
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.

Phelps Memorial Health Center Tax Sheltered Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Phelps Memorial Health Center Tax Sheltered Annuity Plan, Total assets ($M): 16.129921 · Participants: 274Phelps Memorial Health Center Tax Sheltered Annuity PlanNebraska Medicine Retirement Plan - Base and Matching Contributions, Total assets ($M): 664.378389 · Participants: 9278Nebraska Medicine Retirement Plan - Base and Matching ContributionsNebraska Methodist Health System Defined Contribution Retirement Plan, Total assets ($M): 582.016022 · Participants: 7620Nebraska Methodist Health System Defined Contribution Retirement PlanRetirement Plan of Creighton University, Total assets ($M): 572.906456 · Participants: 3380Retirement Plan of Creighton UniversityNebraska Medicine Retirement Plan - Employee Contributions, Total assets ($M): 516.888215 · Participants: 9278Nebraska Medicine Retirement Plan - Employee ContributionsChildren's Hospital & Medical Center 403(b) Plan, Total assets ($M): 324.265293 · Participants: 3285Children's Hospital & Medical Center 403(b) Plan
Phelps Memorial Health Center Tax Sheltered Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Phelps Memorial Health Center Tax Sheltered Annuity Plan assets move in 2022?
Phelps Memorial Health Center Tax Sheltered Annuity Plan pulled back noticeably - down 10.9% during 2022, from $18M to $16M. Reported net income was -$2M.
How have Phelps Memorial Health Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Phelps Memorial Health Center's sponsor-wide assets grew 41.4%, from $16M to $23M.
Which Other plans are similar in size to Phelps Memorial Health Center Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by assets is University Neurology, Inc. Retirement Plan in NY ($16M, 114 participants).
Which Other plans cover a similar participant headcount to Phelps Memorial Health Center Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by covered participants is Montgomery Hospice Employee and Employer Contribution Plan in MD (274 participants, $16M in assets).