401(k) · DOL Form 5500 · 2023
Medical and Financial Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $198M
- Total assets Near avg plan size
- 1,218
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $162,605
- Avg per participant Above avg balance/head
Official DOL plan name: Martin Memorial Health Systems 401(k) Retirement Savings Plan · Sponsored by Medical and Financial Management, Inc. · Florida · Healthcare & Social Assistance
$198M in assets, 1,218 participants
Medical and Financial Management, Inc.'s Martin Memorial Health Systems 401(k) Retirement Savings Plan reported $198M in total assets and 1,218 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,851 in Healthcare & Social Assistance (17,684 peers)
Where Martin Memorial Health Systems 401(k) Retirement Savings Plan sits by assets
Martin Memorial Health Systems 401(k) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $198M for 1,218 participants (~$162,605/participant), up 27.9% in 2023.
- #16,851
- in Healthcare & Social Assistance (17,684 peers)
- +27.9%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Martin Memorial Health Systems 401(k) Retirement Savings Plan's outsized position by total assets
Martin Memorial Health Systems 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$198,052,352 Top 5% higher than 95% 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
Martin Memorial Health Systems 401(k) Retirement Savings 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. Martin Memorial Health Systems 401(k) Retirement Savings Plan lands in the large band (1,218 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Martin Memorial Health Systems 401(k) Retirement Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Martin Memorial Health Systems 401(k) Retirement Savings Plan reported participants rose from 886 in the plan year 2022 filing to 1,218 in the plan year 2023 filing.
- Martin Memorial Health Systems 401(k) Retirement Savings Plan end-of-year assets rose from $155M in the plan year 2022 filing to $198M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 592320501 · Medical and Financial Management, Inc. PY 2023 · 401(k)
Martin Memorial Health Systems 401(k) Retirement Savings Plan · $198M · 1,218 · 95th
- BOY $198M
- SCH 1,218
- EBSA 95th
- PART 401(k)
- TYPE near Thoughtworks, Inc 401(k) Plan
- NET ind #16851
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 Florida →
Martin Memorial Health Systems 401(k) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $155M |
|---|---|
| Net Assets (End of Year) | $198M |
| Net Income | $43M |
| Employer EIN | 592320501 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Medical and Financial Management, Inc.)
Sponsor-wide plan assets over time
All Medical and Financial Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $198M 27.86403119119648% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 886 | $155M |
| 2023 | 2 | 3,660 | $198M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Martin Memorial Health Systems 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Thoughtworks, Inc 401(k) Plan in IL ($198M); by covered participants it is Udr, Inc. 401(k) Plan in CO (1,218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($198M here).
- Thoughtworks, Inc 401(k) Plan (IL) $198M · 986
- Mercer Wise Pooled Employer Plan (MA) $198M · 7,748
- True Manufacturing Company, Inc. 401(k) Plan (MO) $198M · 2,889
- By Light Professional It Services LLC 401(k) Plan (VA) $198M · 1,312
Similar participant headcount
Nearest other-state filings by covered participants (1,218 participants); asset peers above are excluded.
- Udr, Inc. 401(k) Plan (CO) 1,218 · 0 off
- Norwood Medical Employee Savings Plan and Trust (OH) 1,218 · 0 off
- Alter 401(k) Retirement Plan (MO) 1,218 · 0 off
- Odw Logistics, Inc. 401(k) Retirement Plan (OH) 1,218 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.