Other · DOL Form 5500 · 2023

Ucm Community Health and Hospital Division, Inc. Retirement Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
1,852
Participants Near avg headcount
93rd
Percentile by assets National rank
$80,048
Avg per participant Below avg balance/head
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Official DOL plan name: Ingalls Health System Smart Money Retirement Plan · Sponsored by Ucm Community Health and Hospital Division, Inc. · Illinois · Other Services

$148M in assets, 1,852 participants

Ucm Community Health and Hospital Division, Inc.'s Ingalls Health System Smart Money Retirement Plan reported $148M in total assets and 1,852 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,694 in Other Services (7,857 peers)

Coverage in Illinois

Ingalls Health System Smart Money Retirement Plan covers 1,852 participants in Illinois, 2.4x the typical Illinois plan (state average ~779 per filing). Assets: $148M.

#7,694
in Other Services (7,857 peers)
+11.7%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Ingalls Health System Smart Money Retirement Plan's outsized position by total assets

Ingalls Health System Smart Money Retirement Plan vs every filed plan by assets

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

$148,249,439 Top 7% higher than 93% 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

Ingalls Health System Smart Money Retirement 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. Ingalls Health System Smart Money Retirement Plan lands in the large band (1,852 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ingalls Health System Smart Money Retirement Plan reported net income rose from -$30M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Ingalls Health System Smart Money Retirement Plan end-of-year assets rose from $133M in the plan year 2022 filing to $148M in the plan year 2023 filing.
  • Ingalls Health System Smart Money Retirement Plan reported participants fell from 2,061 in the plan year 2022 filing to 1,852 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362170866 · Ucm Community Health and Hospital Division, Inc. PY 2023 · Other

Ingalls Health System Smart Money Retirement Plan · $148M · 1,852 · 93rd

  • SCH $148M
  • EBSA 1,852
  • PART 93rd
  • TYPE Other
  • NET near Council on Foreign Relations 403(b) Retirement Plan
  • BOOK ind #7694

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 Other Services retirement plans → · Plans in Illinois →

Ingalls Health System Smart Money Retirement Plan in the asset neighbourhood

University Physicians and Surgeons, Inc. Retirement PlanUniversity Physicians and Su…$149MCouncil on Foreign Relations 403(b) Retirement PlanCouncil on Foreign Relations…$148MIngalls Health System Smart Money Retirement PlanIngalls Health System Smart …$148MSt. Mary's Medical Center 403(b) PlanSt. Mary's Medical Center 40…$148MWittenberg University Defined Contribution Retirement PlanWittenberg University Define…$148M
End-of-year total assets ($M) among Ingalls Health System Smart Money Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$148M
Net Income$15M
Employer EIN362170866
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ucm Community Health and Hospital Division, Inc.)

Sponsor-wide plan assets over time

All Ucm Community Health and Hospital Division, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$203M 20.46121305032908% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $168M $203M ▲ +20.5%
Year Plans Participants Total Assets
2022 2 2,677 $168M
2023 2 2,342 $184M
2024 2 3,633 $203M

Nearby Other Plans in Illinois

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

Ingalls Health System Smart Money Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Ingalls Health System Smart Money Retirement Plan, Total assets ($B): 0.148249439 · Participants: 1852Ingalls Health System Smart Money Retirement PlanNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
Ingalls Health System Smart Money Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants

Ingalls Health System Smart Money Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Council on Foreign Relations 403(b) Retirement Plan in NY ($148M); by covered participants it is Philadelphia College of Osteopathic Medicine Retirement Plan in PA (1,855 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,852 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 Ingalls Health System Smart Money Retirement Plan assets move in 2023?
Ingalls Health System Smart Money Retirement Plan grew at a solid clip - up 11.7% during 2023, from $133M to $148M. Reported net income was $15M.
How have Ucm Community Health and Hospital Division, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ucm Community Health and Hospital Division, Inc.'s sponsor-wide assets grew 20.5%, from $168M to $203M.
Where does Ingalls Health System Smart Money Retirement Plan rank by assets among Form 5500 filers?
Ingalls Health System Smart Money Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Ingalls Health System Smart Money Retirement Plan?
Among Other plans in other states, the closest by assets is Council on Foreign Relations 403(b) Retirement Plan in NY ($148M, 345 participants).
Which Other plans cover a similar participant headcount to Ingalls Health System Smart Money Retirement Plan?
Among Other plans in other states, the closest by covered participants is Philadelphia College of Osteopathic Medicine Retirement Plan in PA (1,855 participants, $212M in assets).