Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN

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

MT GRAHAM REGIONAL MEDICAL CENTER INC.

This Profit Sharing plan holds $18M in total assets and serves 497 participants as of 2022. It is sponsored by MT GRAHAM REGIONAL MEDICAL CENTER INC. in Arizona. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$18M
Participants
497
State
Industry
Healthcare & Social Assistance

What the Filing Says About MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN

MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN is a Profit Sharing retirement plan sponsored by MT GRAHAM REGIONAL MEDICAL CENTER INC., headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 497 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 237094247, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $21M at the beginning of 2022 to $18M at year-end — a decline of 13.6%. Net assets (after liabilities) closed the year at $18M, with reported net income of $-2,905,521 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 — 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)$21M
Total Assets (End of Year)$18M
Net Assets (End of Year)$18M
Net Income$-2,905,521
Plan TypeProfit Sharing
Employer EIN237094247
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MT GRAHAM REGIONAL MEDICAL CENTER INC.)

Year Plans Participants Total Assets
2022 1 497 $18M
2023 1 514 $23M
2024 1 553 $28M

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Frequently Asked Questions

How much money is in the MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN?
As of the 2022 Form 5500 filing, MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN holds $18M in total assets with 497 participants. It is sponsored by MT GRAHAM REGIONAL MEDICAL CENTER INC..
What type of plan is MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN?
MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN is a Profit Sharing plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 237094247.
Who sponsors the MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN?
MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN is sponsored by MT GRAHAM REGIONAL MEDICAL CENTER INC., located in Arizona. The sponsor's EIN is 237094247 and the plan operates in the Healthcare & Social Assistance industry.
How did MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN perform in 2022?
MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN declined by 13.6% during 2022, moving from $21M to $18M in total assets. Net income was $-2,905,521.
Where can I find official filings for MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN?
Official Form 5500 filings for MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237094247 or plan name at efast.dol.gov.
How does MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN compare to other plans?
You can compare MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN against other Profit Sharing plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 237094247.

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

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.