Other · DOL Form 5500 · 2023

Brodstone Memorial Hospital Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
234
Participants Below avg headcount
70th
Percentile by assets National rank
$72,184
Avg per participant Below avg balance/head
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Official DOL plan name: Brodstone Memorial Hospital Tax Deferred Annuity Plan · Sponsored by Brodstone Memorial Hospital · Nebraska · Healthcare & Social Assistance

$17M in assets, 234 participants

Brodstone Memorial Hospital's Brodstone Memorial Hospital Tax Deferred Annuity Plan reported $17M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,125 in Healthcare & Social Assistance (17,684 peers)

Coverage in Nebraska

Brodstone Memorial Hospital Tax Deferred Annuity Plan covers 234 participants in Nebraska, about 42% of the average Nebraska filer (state average ~552 per filing). Assets: $17M.

#13,125
in Healthcare & Social Assistance (17,684 peers)
+16.2%
assets growth YoY

Brodstone Memorial Hospital Tax Deferred Annuity Plan's outsized position by total assets

Brodstone Memorial Hospital Tax Deferred Annuity Plan vs every filed plan by assets

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

$16,891,037 Top 30% higher than 70% 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

Brodstone Memorial Hospital 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. Brodstone Memorial Hospital Tax Deferred Annuity Plan sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brodstone Memorial Hospital Tax Deferred Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Brodstone Memorial Hospital Tax Deferred Annuity Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Brodstone Memorial Hospital Tax Deferred Annuity Plan reported participants rose from 209 in the plan year 2022 filing to 234 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470388012 · Brodstone Memorial Hospital PY 2023 · Other

Brodstone Memorial Hospital Tax Deferred Annuity Plan · $17M · 234 · 70th

  • 5500 $17M
  • ASSETS 234
  • PCT 70th
  • EIN Other
  • RANK near Goodwill Industries of Greater New York and Northern New Jersey, Inc. 403(b) Plan
  • PHOTO ind #13125

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 →

Brodstone Memorial Hospital Tax Deferred Annuity Plan in the asset neighbourhood

Goodwill Industries of Greater New York and Northern New Jersey, Inc. 403(b) PlanGoodwill Industries of Great…$17MMpfc 403b Retirement Plan$17MBrodstone Memorial Hospital Tax Deferred Annuity PlanBrodstone Memorial Hospital …$17MRainforest Alliance 403(b) Retirement Savings PlanRainforest Alliance 403(b) R…$17MSeattle Art Museum Savings and Retirement PlanSeattle Art Museum Savings a…$17M
End-of-year total assets ($M) among Brodstone Memorial Hospital Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN470388012
Plan Effective Date1987-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brodstone Memorial Hospital)

Sponsor-wide plan assets over time

All Brodstone Memorial Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$18M 21.561267072821213% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.5M $17.7M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 209 $15M
2023 1 234 $17M
2024 1 265 $18M

Nearby Other Plans in Nebraska

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

Brodstone Memorial Hospital Tax Deferred Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -50000500010000 -20002004006008001000 Total assets ($M) Participants Brodstone Memorial Hospital Tax Deferred Annuity Plan, Total assets ($M): 16.891037 · Participants: 234Brodstone Memorial Hospital 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
Brodstone Memorial Hospital Tax Deferred Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants
Compare Brodstone Memorial Hospital Tax Deferred Annuity Plan side-by-side with 3 peers →

Brodstone Memorial Hospital Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Nebraska, the nearest Other by assets is Goodwill Industries of Greater New York and Northern New Jersey, Inc. 403(b) Plan in NY ($17M); by covered participants it is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Brodstone Memorial Hospital Tax Deferred Annuity Plan assets move in 2023? ▼
Brodstone Memorial Hospital Tax Deferred Annuity Plan grew sharply - up 16.2% during 2023, from $15M to $17M. Reported net income was $2M.
How have Brodstone Memorial Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brodstone Memorial Hospital's sponsor-wide assets grew 21.6%, from $15M to $18M.
Which Other plans are similar in size to Brodstone Memorial Hospital Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Goodwill Industries of Greater New York and Northern New Jersey, Inc. 403(b) Plan in NY ($17M, 874 participants).
Which Other plans cover a similar participant headcount to Brodstone Memorial Hospital Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (234 participants, $99M 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 470388012.

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.