Other · DOL Form 5500 · 2023
Marion General Hospital, Inc. Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 1,110
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $59,922
- Avg per participant Low balance/head
Official DOL plan name: Mgh 403(b) Retirement Plan · Sponsored by Marion General Hospital, Inc. · Indiana · Healthcare & Social Assistance
$67M in assets, 1,110 participants
Marion General Hospital, Inc.'s Mgh 403(b) Retirement Plan reported $67M in total assets and 1,110 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #15,892 in Healthcare & Social Assistance (17,684 peers)
Coverage in Indiana
Mgh 403(b) Retirement Plan covers 1,110 participants in Indiana, 2.1x the typical Indiana plan (state average ~541 per filing). Assets: $67M.
- #15,892
- in Healthcare & Social Assistance (17,684 peers)
- +12.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Mgh 403(b) Retirement Plan's outsized position by total assets
Mgh 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$66,513,427 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mgh 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mgh 403(b) Retirement Plan lands in the large band (1,110 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mgh 403(b) Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Mgh 403(b) Retirement Plan end-of-year assets rose from $59M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Mgh 403(b) Retirement Plan reported participants fell from 1,147 in the plan year 2022 filing to 1,110 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 350868130 · Marion General Hospital, Inc. PY 2023 · Other
Mgh 403(b) Retirement Plan · $67M · 1,110 · 88th
- TYPE $67M
- NET 1,110
- BOOK 88th
- VS-ST Other
- BOY near Retirement Savings Plan III
- SCH ind #15892
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 Indiana →
Mgh 403(b) Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $8M |
| Employer EIN | 350868130 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marion General Hospital, Inc.)
Sponsor-wide plan assets over time
All Marion General Hospital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $131M 9.623243663226939% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,341 | $119M |
| 2023 | 2 | 1,286 | $124M |
| 2024 | 2 | 1,331 | $131M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
Mgh 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Retirement Savings Plan III in FL ($67M); by covered participants it is Oaklawn Tax Sheltered Annuity Plan in MI (1,110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Retirement Savings Plan III (FL) $67M · 4,394
- The Kendal Corporation 403(b) Plan (DE) $66M · 2,340
- Education Northwest Defined Contribution Plan (OR) $66M · 89
- Friends Central School Defined Contribution Retirement Plan (PA) $67M · 190
Similar participant headcount
Nearest other-state filings by covered participants (1,110 participants); asset peers above are excluded.
- Oaklawn Tax Sheltered Annuity Plan (MI) 1,110 · 0 off
- La Clinica De La Raza, Inc. 403(b) Plan (CA) 1,112 · 2 off
- St. Ann's Community 403(b) Retirement Plan (NY) 1,112 · 2 off
- Goodwill Columbus 403(b) Retirement Plan (OH) 1,113 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.