401(k) · DOL Form 5500 · 2023
Lima Memorial Health System 401(k) Plan
Data updated 2026-08-25
- $110M
- Total assets Near avg plan size
- 1,523
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $72,103
- Avg per participant Below avg balance/head
Official DOL plan name: Lima Memorial Health System 401(k) Plan · Sponsored by Lima Memorial Health System · Ohio · Healthcare & Social Assistance
$110M in assets, 1,523 participants
Lima Memorial Health System's Lima Memorial Health System 401(k) Plan reported $110M in total assets and 1,523 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,432 in Healthcare & Social Assistance (17,684 peers)
Where Lima Memorial Health System 401(k) Plan sits by assets
Lima Memorial Health System 401(k) Plan sits in the top 10% of all filed plans by assets, $110M for 1,523 participants (~$72,103/participant), up 23.7% in 2023.
- #16,432
- in Healthcare & Social Assistance (17,684 peers)
- +23.7%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Lima Memorial Health System 401(k) Plan's outsized position by total assets
Lima Memorial Health System 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$109,813,556 Top 8% higher than 92% 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
Lima Memorial Health System 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. Lima Memorial Health System 401(k) Plan lands in the large band (1,523 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lima Memorial Health System 401(k) Plan reported net income rose from -$21M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Lima Memorial Health System 401(k) Plan end-of-year assets rose from $89M in the plan year 2022 filing to $110M in the plan year 2023 filing.
- Lima Memorial Health System 401(k) Plan reported participants rose from 1,456 in the plan year 2022 filing to 1,523 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 341883284 · Lima Memorial Health System PY 2023 · 401(k)
Lima Memorial Health System 401(k) Plan · $110M · 1,523 · 92nd
- SCH $110M
- SCH 1,523
- SCH 92nd
- SCH 401(k)
- SCH near Downs Rachlin Martin Retirement Plan
- SCH ind #16432
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 Ohio →
Lima Memorial Health System 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $110M |
| Net Income | $21M |
| Employer EIN | 341883284 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lima Memorial Health System)
Sponsor-wide plan assets over time
All Lima Memorial Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $126M 42.4043479576227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,456 | $89M |
| 2023 | 1 | 1,523 | $110M |
| 2024 | 1 | 1,507 | $126M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Lima Memorial Health System 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Downs Rachlin Martin Retirement Plan in VT ($110M); by covered participants it is The First Financial Bankshares Inc 401(k) Profit Sharing and Employee Stock Ownership Plan & Trust in TX (1,523 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110M here).
- Downs Rachlin Martin Retirement Plan (VT) $110M · 119
- Flex Technology Group 401(k) Profit Sharing Plan and Trust (AZ) $110M · 1,247
- Manson Construction Co. Non-Craft Retirement Plan (WA) $110M · 300
- Heffernan Insurance Brokers 401(k) Plan (CA) $110M · 610
Similar participant headcount
Nearest other-state filings by covered participants (1,523 participants); asset peers above are excluded.
- The First Financial Bankshares Inc 401(k) Profit Sharing and Employee Stock Ownership Plan & Trust (TX) 1,523 · 0 off
- Regional Management Corp. Savings & Investment Plan (SC) 1,523 · 0 off
- De Lage Landen Financial Services, Inc. Retirement Savings Plan (PA) 1,523 · 0 off
- Cgb Enterprises, Inc. 401(k) Retirement Savings Plan (LA) 1,522 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.