401(k) · DOL Form 5500 · 2023

Medical and Financial Management, Inc. 401(k) Plan

Data updated 2026-08-25

N/A
Total assets —
2,442
Participants Above avg headcount
PlainRetire home → About this data RSS: change history

Official DOL plan name: Martin Memorial Health Systems 401(k) Retirement Savings Plan · Sponsored by Medical and Financial Management, Inc. · Florida · Healthcare & Social Assistance

N/A in assets, 2,442 participants

Medical and Financial Management, Inc.'s Martin Memorial Health Systems 401(k) Retirement Savings Plan reported N/A in total assets and 2,442 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in Florida

Martin Memorial Health Systems 401(k) Retirement Savings Plan covers 2,442 participants in Florida, 3.9x the typical Florida plan (state average ~628 per filing). Assets: N/A.

-$3M
reported net income

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 (2,442 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Martin Memorial Health Systems 401(k) Retirement Savings Plan reported participants rose from 886 in the plan year 2022 filing to 2,442 in the plan year 2023 filing.
  • Martin Memorial Health Systems 401(k) Retirement Savings Plan reported net income rose from -$14M in the plan year 2022 filing to -$3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 592320501 · Medical and Financial Management, Inc. PY 2023 · 401(k)

Martin Memorial Health Systems 401(k) Retirement Savings Plan · N/A · 2,442

  • VS-ST N/A
  • BOY 2,442
  • SCH PY 2023
  • EBSA 401(k)
  • PART near Lancaster Colony Corporation 401(k) Plan
  • TYPE 3.9× state

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 →

Florida filing particulars

Total Assets (Beginning of Year)$198M
Net Assets (End of Year)N/A
Net Income-$3M
Employer EIN592320501
Plan Effective Date1996-01-01
Filing StatusFILING 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
$140M$160M$180M$200M$220M 20222023 $155M $198M ▲ +27.9%
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.

Martin Memorial Health Systems 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 5 data points. 0100000200000300000400000 6810121416 Total assets ($B) Participants L3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Martin Memorial Health Systems 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Martin Memorial Health Systems 401(k) Retirement Savings Plan side-by-side with 3 peers →

Martin Memorial Health Systems 401(k) Retirement Savings Plan's closest out-of-state 401(k) peers by headcount

Outside Florida, the nearest 401(k) by covered participants is Lancaster Colony Corporation 401(k) Plan in OH (2,442 participants; this filing: 2,442 participants).

Similar participant headcount

Nearest other-state filings by covered participants (2,442 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 have Medical and Financial Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Medical and Financial Management, Inc.'s sponsor-wide assets grew 27.9%, from $155M to $198M.
Which 401(k) plans cover a similar participant headcount to Martin Memorial Health Systems 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lancaster Colony Corporation 401(k) Plan in OH (2,442 participants, $125M 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 592320501.

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.