401(k) · DOL Form 5500 · 2023

Memorial Health Services 401(k) Plan

Data updated 2026-08-11

$239M
Total assets
5,999
Participants
95th
Percentile by assets
$39,884
Avg per participant
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Official DOL plan name: Memorialcare 401(k) Plan · Sponsored by Memorial Health Services · California · Healthcare & Social Assistance

$239M in assets, 5,999 participants

Memorial Health Services's Memorialcare 401(k) Plan reported $239M in total assets and 5,999 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #16,955 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Memorialcare 401(k) Plan covers 5,999 participants in California, 9.5x the typical California plan (state average ~630 per filing). Assets: $239M.

$239M
total plan assets (2023 EOY)
5,999
covered participants
95th
percentile by assets (of 127,072 plans)
$39,884
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Memorialcare 401(k) Plan reported net income rose from $7M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Memorialcare 401(k) Plan reported participants rose from 2,749 in the plan year 2022 filing to 5,999 in the plan year 2023 filing.
  • Memorialcare 401(k) Plan end-of-year assets rose from $163M in the plan year 2022 filing to $239M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Memorialcare 401(k) Plan reports 5,999 participants - 9.5x that state average ($239M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$163M
Net Assets (End of Year)$239M
Net Income$77M
Employer EIN951643381
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Memorial Health Services)

$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.33B $1.76B ▲ +32.3%
Total plan assets by year, all Memorial Health Services plans on file
Year Plans Participants Total Assets
2022 2 7,853 $1.3B
2023 2 10,727 $1.6B
2024 2 11,679 $1.8B

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Memorialcare 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Memorialcare 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Memorialcare 401(k) …Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Memorialcare 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Memorialcare 401(k) Plan side-by-side with 3 peers →

Scale composition for Memorialcare 401(k) Plan

Memorialcare 401(k) Plan reports $239M in end-of-year assets across 5,999 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $39,884 per participant (29% of the national average assets-per-participant) . Net income for plan year 2023 was $77M.

This plan identity (EIN 951643381, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $163M to $329M (+101.9%) while covered participants moved from 2,749 to 7,188 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 2,749 $163M Open filing
2023 5,999 $239M This page
2024 · index core 7,188 $329M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Memorialcare 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Memorialcare 401(k) Plan assets move in 2023? ▼
Memorialcare 401(k) Plan surged - up 47.0% during 2023, from $163M to $239M. Reported net income was $77M.
How have Memorial Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Memorial Health Services's sponsor-wide assets grew 32.5%, from $1.3B to $1.8B.
Where does Memorialcare 401(k) Plan rank by assets among Form 5500 filers? ▼
Memorialcare 401(k) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Memorialcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Geo Save 401(k) Plan in FL ($239M, 13,623 participants).

Next read for Memorialcare 401(k) Plan

Filing takeaways

Ways to act on Memorialcare 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951643381.

Read our methodology - how this data is sourced, computed, and verified.

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