Other Β· DOL Form 5500 Β· 2022

Marion General Hospital Employees' Retirement Plan

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

$60M
Total assets
194
Participants
83th
Percentile by assets

Sponsored by Marion General Hospital, Inc. Β· Indiana Β· Healthcare & Social Assistance

What the 2022 filing shows

Marion General Hospital Employees' Retirement Plan holds $60M for 194 participants - about $309,968 per participant, in the top quartile of all filed plans by assets, down 5.4% over the 2022 plan year.

$60M
total plan assets (2022 EOY)
194
covered participants
83th
percentile by assets (of 84,055 plans)
$309,968
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$60M
Participants
194
State
Industry
Healthcare & Social Assistance

What the Filing Says About Marion General Hospital Employees' Retirement Plan

Marion General Hospital Employees' Retirement Plan is a Other retirement plan sponsored by Marion General Hospital, Inc., headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $60M in total end-of-year assets and covers 194 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 350868130, and the plan has been effective since 1966-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $64M at the beginning of 2022 to $60M at year-end - a decline of 5.4%. Net assets (after liabilities) closed the year at $60M, with reported net income of $-3,365,142 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)$64M
Total Assets (End of Year)$60M
Net Assets (End of Year)$60M
Net Income$-3,365,142
Plan TypeOther
Employer EIN350868130
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marion General Hospital, Inc.)

Year Plans Participants Total Assets
2022 2 1,341 $119M
2023 2 1,286 $124M
2024 1 1,166 $74M

Nearby Other Plans in Indiana

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

Frequently Asked Questions

How much money is in the Marion General Hospital Employees' Retirement Plan?
As of the 2022 Form 5500 filing, Marion General Hospital Employees' Retirement Plan holds $60M in total assets with 194 participants. It is sponsored by Marion General Hospital, Inc..
What type of plan is Marion General Hospital Employees' Retirement Plan?
Marion General Hospital Employees' Retirement Plan is a Other plan. It has been effective since 1966-07-01. The plan is filed with the U.S. Department of Labor under EIN 350868130.
Who sponsors the Marion General Hospital Employees' Retirement Plan?
Marion General Hospital Employees' Retirement Plan is sponsored by Marion General Hospital, Inc., located in Indiana. The sponsor's EIN is 350868130 and the plan operates in the Healthcare & Social Assistance industry.
How did Marion General Hospital Employees' Retirement Plan perform in 2022?
Marion General Hospital Employees' Retirement Plan declined by 5.4% during 2022, moving from $64M to $60M in total assets. Net income was $-3,365,142.
Where can I find official filings for Marion General Hospital Employees' Retirement Plan?
Official Form 5500 filings for Marion General Hospital Employees' Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 350868130 or plan name at efast.dol.gov.
How does Marion General Hospital Employees' Retirement Plan compare to other plans?
You can compare Marion General Hospital Employees' Retirement Plan against other Other plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 350868130.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.