Profit Sharing · DOL Form 5500 · 2023
Memorial Health Services Profit Sharing Plan
Data updated 2026-08-11
- $1.3B
- Total assets
- 4,728
- Participants
- 99th
- Percentile by assets
- $280,723
- Avg per participant
Official DOL plan name: Memorialcare Retirement Plan · Sponsored by Memorial Health Services · California · Healthcare & Social Assistance
$1.3B in assets, 4,728 participants
Memorial Health Services's Memorialcare Retirement Plan reported $1.3B in total assets and 4,728 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #17,530 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Memorialcare Retirement Plan covers 4,728 participants in California, 7.5x the typical California plan (state average ~630 per filing). Assets: $1.3B.
- $1.3B
- total plan assets (2023 EOY)
- 4,728
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $280,723
- avg assets per participant
Where Memorialcare Retirement Plan sits by total assets
Memorialcare Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,327,260,000 Top 1% higher than 99% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Memorialcare Retirement Plan reported net income rose from -$248M in the plan year 2022 filing to $163M in the plan year 2023 filing.
- Memorialcare Retirement Plan end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
- Memorialcare Retirement Plan reported participants fell from 5,104 in the plan year 2022 filing to 4,728 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Memorialcare Retirement Plan reports 4,728 participants - 7.5x that state average ($1.3B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $163M |
| Employer EIN | 951643381 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Memorial Health Services)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,853 | $1.3B |
| 2023 | 2 | 10,727 | $1.6B |
| 2024 | 2 | 11,679 | $1.8B |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Memorialcare Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Disney Retirement Savings Plan $1.1B · 37,110
- Cedars-Sinai Health System Defined Contribution $930M · 11,354
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Memorialcare Retirement Plan by total assets, not by location.
- H-E-B Partner Stock Plan (TX) $1.3B · 96,911
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund (WI) $1.3B · 5,914
- North Atlantic States Carpenters Annuity Plan (CT) $1.3B · 11,025
- Charter Communications, Inc. Retirement Accumulation Plan (NC) $1.3B · 96,058
Frequently Asked Questions
How did Memorialcare Retirement Plan assets move in 2023? ▼
How have Memorial Health Services plan assets changed over time? ▼
Where does Memorialcare Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Memorialcare Retirement Plan? ▼
Next read for Memorialcare Retirement Plan
Filing takeaways
Ways to act on Memorialcare Retirement Plan's numbers.
- By total assets, Memorialcare Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Memorial Health Services's sponsor-wide assets have grown 32.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans