Other · DOL Form 5500 · 2023

Phelps Memorial Health Center Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
299
Participants Below avg headcount
72nd
Percentile by assets National rank
$64,034
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phelps Memorial Health Center Tax Sheltered Annuity Plan · Sponsored by Phelps Memorial Health Center · Nebraska · Healthcare & Social Assistance

$19M in assets, 299 participants

Phelps Memorial Health Center's Phelps Memorial Health Center Tax Sheltered Annuity Plan reported $19M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,508 in Healthcare & Social Assistance (17,684 peers)

Phelps Memorial Health Center multi-year trail

Phelps Memorial Health Center's plans moved +41.4% in assets from 2022 to 2024; this filing shows Phelps Memorial Health Center Tax Sheltered Annuity Plan at $19M / 299 participants.

#13,508
in Healthcare & Social Assistance (17,684 peers)
+18.7%
assets growth YoY

Phelps Memorial Health Center Tax Sheltered Annuity Plan's outsized position by total assets

Phelps Memorial Health Center Tax Sheltered Annuity Plan vs every filed plan by assets

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

$19,146,038 Top 28% higher than 72% 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

Phelps Memorial Health Center Tax Sheltered 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. Phelps Memorial Health Center Tax Sheltered Annuity Plan sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phelps Memorial Health Center Tax Sheltered Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Phelps Memorial Health Center Tax Sheltered Annuity Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Phelps Memorial Health Center Tax Sheltered Annuity Plan reported participants rose from 274 in the plan year 2022 filing to 299 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 470481628 · Phelps Memorial Health Center PY 2023 · Other

Phelps Memorial Health Center Tax Sheltered Annuity Plan · $19M · 299 · 72nd

  • SCH $19M
  • SCH 299
  • SCH 72nd
  • SCH Other
  • SCH near Brc Non-Union 403(b) Plan
  • SCH ind #13508

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 →

Phelps Memorial Health Center Tax Sheltered Annuity Plan in the asset neighbourhood

Denver Art Museum Retirement PlanDenver Art Museum Retirement…$19MPhelps Memorial Health Center Tax Sheltered Annuity PlanPhelps Memorial Health Cente…$19MBrc Non-Union 403(b) Plan$19MAmerican Economic Association 403(b) DC PlanAmerican Economic Associatio…$19MEvara Health Retirement Plan$19M
End-of-year total assets ($M) among Phelps Memorial Health Center Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Phelps Memorial Health Center multi-year asset trail

Sponsor-wide plan assets over time

All Phelps Memorial Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$23M 41.449328859081206% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.1M $22.8M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 274 $16M
2023 1 299 $19M
2024 1 341 $23M

Phelps Memorial Health Center filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN470481628
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Nebraska

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

Phelps Memorial Health Center Tax Sheltered Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -50000500010000 -20002004006008001000 Total assets ($M) Participants Phelps Memorial Health Center Tax Sheltered Annuity Plan, Total assets ($M): 19.146038 · Participants: 299Phelps Memorial Health Center Tax Sheltered 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
Phelps Memorial Health Center Tax Sheltered Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants
Compare Phelps Memorial Health Center Tax Sheltered Annuity Plan side-by-side with 3 peers →

Phelps Memorial Health Center Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Nebraska, the nearest Other by assets is Brc Non-Union 403(b) Plan in NY ($19M); by covered participants it is 403(b) Thrift Plan Indiana Health Centers, Inc. in IN (299 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Phelps Memorial Health Center Tax Sheltered Annuity Plan assets move in 2023? ▼
Phelps Memorial Health Center Tax Sheltered Annuity Plan grew sharply - up 18.7% during 2023, from $16M to $19M. Reported net income was $3M.
How have Phelps Memorial Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phelps Memorial Health Center's sponsor-wide assets grew 41.4%, from $16M to $23M.
Which Other plans are similar in size to Phelps Memorial Health Center Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Brc Non-Union 403(b) Plan in NY ($19M, 289 participants).
Which Other plans cover a similar participant headcount to Phelps Memorial Health Center Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan Indiana Health Centers, Inc. in IN (299 participants, $15M 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 470481628.

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.