401(k) · DOL Form 5500 · 2023

Memorial Healthcare 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
1,514
Participants Near avg headcount
91st
Percentile by assets National rank
$65,713
Avg per participant Below avg balance/head
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Official DOL plan name: Memorial Retirement Plan · Sponsored by Memorial Healthcare · Michigan · Healthcare & Social Assistance

$99M in assets, 1,514 participants

Memorial Healthcare's Memorial Retirement Plan reported $99M in total assets and 1,514 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,322 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

Memorial Retirement Plan covers 1,514 participants in Michigan, 2.4x the typical Michigan plan (state average ~638 per filing). Assets: $99M.

#16,322
in Healthcare & Social Assistance (17,684 peers)
+20.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Memorial Retirement Plan's outsized position by total assets

Memorial Retirement Plan vs every filed plan by assets

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

$99,488,875 Top 9% higher than 91% 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 Retirement 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. Memorial Retirement Plan lands in the large band (1,514 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Memorial Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Memorial Retirement Plan end-of-year assets rose from $82M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • Memorial Retirement Plan reported participants rose from 1,479 in the plan year 2022 filing to 1,514 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 381358208 · Memorial Healthcare PY 2023 · 401(k)

Memorial Retirement Plan · $99M · 1,514 · 91st

  • NET $99M
  • BOOK 1,514
  • VS-ST 91st
  • BOY 401(k)
  • SCH near William Grant & Sons, Inc. Savings and Investment Plan
  • EBSA ind #16322

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 Michigan →

Memorial Retirement Plan in the asset neighbourhood

Firstbank 401(k) Savings Plan & TrustFirstbank 401(k) Savings Pla…$100MMemorial Retirement Plan$99MWilliam Grant & Sons, Inc. Savings and Investment PlanWilliam Grant & Sons, Inc. S…$99MVirginia Family Dentistry 401(k)/Profit Sharing Plan and TrustVirginia Family Dentistry 40…$99MPhysicians' Clinic of Iowa, P.C. 401(k) Profit Sharing PlanPhysicians' Clinic of Iowa, …$99M
End-of-year total assets ($M) among Memorial Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$99M
Net Income$17M
Employer EIN381358208
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Memorial Healthcare)

Sponsor-wide plan assets over time

All Memorial Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$115M 39.705353561245296% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $82.4M $115M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 1,479 $82M
2023 1 1,514 $99M
2024 1 1,464 $115M

Nearby 401(k) Plans in Michigan

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

Memorial Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Memorial Retirement Plan, Total assets ($B): 0.099488875 · Participants: 1514Memorial Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Memorial Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Memorial Retirement Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is William Grant & Sons, Inc. Savings and Investment Plan in NJ ($99M); by covered participants it is The Architect Retirement Pep in IA (1,514 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,514 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 Retirement Plan assets move in 2023? ▼
Memorial Retirement Plan grew sharply - up 20.8% during 2023, from $82M to $99M. Reported net income was $17M.
How have Memorial Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Memorial Healthcare's sponsor-wide assets grew 39.7%, from $82M to $115M.
Where does Memorial Retirement Plan rank by assets among Form 5500 filers? ▼
Memorial Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Memorial Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is William Grant & Sons, Inc. Savings and Investment Plan in NJ ($99M, 302 participants).
Which 401(k) plans cover a similar participant headcount to Memorial Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect Retirement Pep in IA (1,514 participants, $38M 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 381358208.

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.