401(k) · DOL Form 5500 · 2023

Memorial Health Services 401(k) Plan

Data updated 2026-08-25

$239M
Total assets Near avg plan size
5,999
Participants Above avg headcount
95th
Percentile by assets National rank
$39,884
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#16,955
in Healthcare & Social Assistance (17,684 peers)
+47.0%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Memorialcare 401(k) Plan's outsized position by total assets

Memorialcare 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$239,264,000 Top 5% higher than 95% of 127,068 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 2023

Memorialcare 401(k) 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. Memorialcare 401(k) Plan lands in the large band (5,999 participants).

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 →

EBSA filing schedule strip

Filing strip 951643381 · Memorial Health Services PY 2023 · 401(k)

Memorialcare 401(k) Plan · $239M · 5,999 · 95th

  • PART $239M
  • PART 5,999
  • PART 95th
  • PART 401(k)
  • PART near The Geo Save 401(k) Plan
  • PART ind #16955

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 California →

Memorialcare 401(k) Plan in the asset neighbourhood

Smithbucklin Employee Retirement PlanSmithbucklin Employee Retire…$239MHaemonetics Corporation Savings Plus PlanHaemonetics Corporation Savi…$239MHatch Associates Consultants, Inc. 401(k) Plan for U.S. EmployeesHatch Associates Consultants…$239MMemorialcare 401(k) Plan$239MThe Geo Save 401(k) Plan$239M
End-of-year total assets ($M) among Memorialcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Memorial Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 32.51724556432251% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.33B $1.76B ▲ +32.3%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Memorialcare 401(k) Plan, Total assets ($B): 0.239264 · Participants: 5999Memorialcare 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 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:

Memorialcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Geo Save 401(k) Plan in FL ($239M); by covered participants it is Blue Cross Blue Shield of Michigan Employees' Savings Plan in MI (6,006 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($239M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,999 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Memorialcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Cross Blue Shield of Michigan Employees' Savings Plan in MI (6,006 participants, $1.3B in assets).

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.