Other · DOL Form 5500 · 2023

Memorial Community Health Inc. Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
272
Participants Below avg headcount
74th
Percentile by assets National rank
$81,026
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Memorial Community Health Inc. Tax Deferred Annuity Plan · Sponsored by Memorial Community Health Inc. · Nebraska · Healthcare & Social Assistance

$22M in assets, 272 participants

Memorial Community Health Inc.'s Memorial Community Health Inc. Tax Deferred Annuity Plan reported $22M in total assets and 272 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,873 in Healthcare & Social Assistance (17,684 peers)

Coverage in Nebraska

Memorial Community Health Inc. Tax Deferred Annuity Plan covers 272 participants in Nebraska, about 49% of the average Nebraska filer (state average ~552 per filing). Assets: $22M.

#13,873
in Healthcare & Social Assistance (17,684 peers)
+7.9%
assets growth YoY

Memorial Community Health Inc. Tax Deferred Annuity Plan's outsized position by total assets

Memorial Community Health Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$22,038,938 Top 26% higher than 74% 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 Community Health Inc. 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 Community Health Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Memorial Community Health Inc. Tax Deferred Annuity Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Memorial Community Health Inc. Tax Deferred Annuity Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Memorial Community Health Inc. Tax Deferred Annuity Plan reported participants fell from 280 in the plan year 2022 filing to 272 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 470461859 · Memorial Community Health Inc. PY 2023 · Other

Memorial Community Health Inc. Tax Deferred Annuity Plan · $22M · 272 · 74th

  • IND $22M
  • IND 272
  • IND 74th
  • IND Other
  • IND near Heritage University Retirement Plan
  • IND ind #13873

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 Community Health Inc. Tax Deferred Annuity Plan in the asset neighbourhood

H. B. Magruder Memorial Hospital 403(b) PlanH. B. Magruder Memorial Hosp…$22MGoldey-Beacom College 403(b) PlanGoldey-Beacom College 403(b)…$22MHeritage University Retirement PlanHeritage University Retireme…$22MMemorial Community Health Inc. Tax Deferred Annuity PlanMemorial Community Health In…$22MOtis R. Bowen Center 403(b) PlanOtis R. Bowen Center 403(b) …$22M
End-of-year total assets ($M) among Memorial Community Health Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN470461859
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Memorial Community Health Inc.)

Sponsor-wide plan assets over time

All Memorial Community Health Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 22.088075904385615% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.4M $24.9M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 280 $20M
2023 1 272 $22M
2024 1 295 $25M

Nearby Other Plans in Nebraska

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

Memorial Community Health Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -50000500010000 -20002004006008001000 Total assets ($M) Participants Memorial Community Health Inc. Tax Deferred Annuity Plan, Total assets ($M): 22.038938 · Participants: 272Memorial Community Health Inc. 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 Community Health Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants
Compare Memorial Community Health Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

Memorial Community Health Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Nebraska, the nearest Other by assets is Heritage University Retirement Plan in WA ($22M); by covered participants it is 403(b) Thrift Plan of Kanawha Hospice Care, Inc. in WV (272 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Community Health Inc. Tax Deferred Annuity Plan assets move in 2023? ▼
Memorial Community Health Inc. Tax Deferred Annuity Plan grew at a solid clip - up 7.9% during 2023, from $20M to $22M. Reported net income was $2M.
How have Memorial Community Health Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Memorial Community Health Inc.'s sponsor-wide assets grew 22.1%, from $20M to $25M.
Which Other plans are similar in size to Memorial Community Health Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Heritage University Retirement Plan in WA ($22M, 241 participants).
Which Other plans cover a similar participant headcount to Memorial Community Health Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Kanawha Hospice Care, Inc. in WV (272 participants, $18M 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 470461859.

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.