Other · DOL Form 5500 · 2023

Memorial Health Care Systems Retirement Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
269
Participants Below avg headcount
80th
Percentile by assets National rank
$118,273
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Memorial Health Care Systems Tax Deferred Annuity Plan · Sponsored by Memorial Health Care Systems · Nebraska · Healthcare & Social Assistance

$32M in assets, 269 participants

Memorial Health Care Systems's Memorial Health Care Systems Tax Deferred Annuity Plan reported $32M in total assets and 269 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,668 in Healthcare & Social Assistance (17,684 peers)

Coverage in Nebraska

Memorial Health Care Systems Tax Deferred Annuity Plan covers 269 participants in Nebraska, about 49% of the average Nebraska filer (state average ~552 per filing). Assets: $32M.

#14,668
in Healthcare & Social Assistance (17,684 peers)
+19.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Memorial Health Care Systems Tax Deferred Annuity Plan's outsized position by total assets

Memorial Health Care Systems Tax Deferred Annuity Plan vs every filed plan by assets

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

$31,815,510 Top 20% higher than 80% 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

Memorial Health Care Systems Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Memorial Health Care Systems Tax Deferred Annuity Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Memorial Health Care Systems Tax Deferred Annuity Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Memorial Health Care Systems Tax Deferred Annuity Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Memorial Health Care Systems Tax Deferred Annuity Plan reported participants rose from 259 in the plan year 2022 filing to 269 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 470375220 · Memorial Health Care Systems PY 2023 · Other

Memorial Health Care Systems Tax Deferred Annuity Plan · $32M · 269 · 80th

  • 5500 $32M
  • ASSETS 269
  • PCT 80th
  • EIN Other
  • RANK near Cottey College DC Retirement Plan
  • PHOTO ind #14668

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 Nebraska →

Memorial Health Care Systems Tax Deferred Annuity Plan in the asset neighbourhood

Social Science Research Council DC Retirement PlanSocial Science Research Coun…$32MCare Synergy 403(b) Plan$32MElms College Retirement Savings PlanElms College Retirement Savi…$32MMemorial Health Care Systems Tax Deferred Annuity PlanMemorial Health Care Systems…$32MCottey College DC Retirement PlanCottey College DC Retirement…$32M
End-of-year total assets ($M) among Memorial Health Care Systems Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN470375220
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Memorial Health Care Systems)

Sponsor-wide plan assets over time

All Memorial Health Care Systems plans reported in each filing year

Latest sponsor-wide plan assets
$36M 37.322245704572424% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.6M $36.5M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 259 $27M
2023 1 269 $32M
2024 1 282 $36M

Nearby Other Plans in Nebraska

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

Memorial Health Care Systems Tax Deferred Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -50000500010000 -20002004006008001000 Total assets ($M) Participants Memorial Health Care Systems Tax Deferred Annuity Plan, Total assets ($M): 31.81551 · Participants: 269Memorial Health Care Systems Tax Deferred Annuity PlanNebraska Medicine Retirement Plan - Base and Matching Contributions, Total assets ($M): 805.285207 · Participants: 9430Nebraska Medicine Retirement Plan - Base and Matching ContributionsNebraska Medicine Retirement Plan - Employee Contributions, Total assets ($M): 642.489948 · Participants: 9430Nebraska Medicine Retirement Plan - Employee ContributionsRetirement Plan of Creighton University, Total assets ($M): 633.266251 · Participants: 3596Retirement Plan of Creighton UniversityChildren's Hospital & Medical Center 403(b) Plan, Total assets ($M): 397.166109 · Participants: 3405Children's Hospital & Medical Center 403(b) PlanNebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan, Total assets ($M): 101.081215 · Participants: 282Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan
Memorial Health Care Systems Tax Deferred Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants
Compare Memorial Health Care Systems Tax Deferred Annuity Plan side-by-side with 3 peers →

Memorial Health Care Systems Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Nebraska, the nearest Other by assets is Cottey College DC Retirement Plan in MO ($32M); by covered participants it is Asrc Defined Contribution Retirement Plan in SC (269 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Memorial Health Care Systems Tax Deferred Annuity Plan assets move in 2023? ▼
Memorial Health Care Systems Tax Deferred Annuity Plan grew sharply - up 19.8% during 2023, from $27M to $32M. Reported net income was $5M.
How have Memorial Health Care Systems plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Memorial Health Care Systems's sponsor-wide assets grew 37.3%, from $27M to $36M.
Where does Memorial Health Care Systems Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Memorial Health Care Systems Tax Deferred Annuity Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Memorial Health Care Systems Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Cottey College DC Retirement Plan in MO ($32M, 249 participants).
Which Other plans cover a similar participant headcount to Memorial Health Care Systems Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Asrc Defined Contribution Retirement Plan in SC (269 participants, N/A 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 470375220.

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.