Defined Benefit (Pension) · DOL Form 5500 · 2023

Jennie Edmundson Memorial Hospital Pension Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
489
Participants Below avg headcount
86th
Percentile by assets National rank
$110,828
Avg per participant Below avg balance/head
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Official DOL plan name: Jennie Edmundson Memorial Hospital Employee Retirement Plan · Sponsored by Jennie Edmundson Memorial Hospital · Iowa · Healthcare & Social Assistance

$54M in assets, 489 participants

Jennie Edmundson Memorial Hospital's Jennie Edmundson Memorial Hospital Employee Retirement Plan reported $54M in total assets and 489 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,646 in Healthcare & Social Assistance (17,684 peers)

Where Jennie Edmundson Memorial Hospital Employee Retirement Plan sits by assets

Jennie Edmundson Memorial Hospital Employee Retirement Plan sits in the top quartile of all filed plans by assets, $54M for 489 participants (~$110,828/participant), down 3.8% in 2023.

#15,646
in Healthcare & Social Assistance (17,684 peers)
-3.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jennie Edmundson Memorial Hospital Employee Retirement Plan's outsized position by total assets

Jennie Edmundson Memorial Hospital Employee Retirement Plan vs every filed plan by assets

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

$54,194,768 Top 14% higher than 86% 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

Jennie Edmundson Memorial Hospital Employee Retirement 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. Jennie Edmundson Memorial Hospital Employee Retirement Plan sits mid-pack in the medium band (489 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jennie Edmundson Memorial Hospital Employee Retirement Plan reported net income rose from -$24M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Jennie Edmundson Memorial Hospital Employee Retirement Plan reported participants fell from 589 in the plan year 2022 filing to 489 in the plan year 2023 filing.
  • Jennie Edmundson Memorial Hospital Employee Retirement Plan end-of-year assets fell from $56M in the plan year 2022 filing to $54M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 420680355 · Jennie Edmundson Memorial Hospital PY 2023 · Defined Benefit (Pension)

Jennie Edmundson Memorial Hospital Employee Retirement Plan · $54M · 489 · 86th

  • PCT $54M
  • PCT 489
  • PCT 86th
  • PCT Defined Benefit (Pension)
  • PCT near Insulators Local No. 27 Pension Plan
  • PCT ind #15646

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 Iowa →

Jennie Edmundson Memorial Hospital Employee Retirement Plan in the asset neighbourhood

Insulators Local No. 27 Pension PlanInsulators Local No. 27 Pens…$54MJennie Edmundson Memorial Hospital Employee Retirement PlanJennie Edmundson Memorial Ho…$54MPension Plan of Hanes Companies, Inc.Pension Plan of Hanes Compan…$54MSouthern Ct IBEW Pension Plan$54MNeighbors Federal Credit Union Cash Balance Defined Benefit Plan and TrustNeighbors Federal Credit Uni…$54M
End-of-year total assets ($M) among Jennie Edmundson Memorial Hospital Employee Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$54M
Net Income-$2M
Employer EIN420680355
Plan Effective Date1968-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jennie Edmundson Memorial Hospital)

Sponsor-wide plan assets over time

All Jennie Edmundson Memorial Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$47M 16.49030535863102% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $56.3M $47M ▼ -16.5%
Year Plans Participants Total Assets
2022 1 589 $56M
2023 1 489 $54M
2024 1 411 $47M

Nearby Defined Benefit (Pension) Plans in Iowa

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jennie Edmundson Memorial Hospital Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Jennie Edmundson Memorial Hospital Employee Retirement Plan, Total assets ($B): 0.054194768 · Participants: 489Jennie Edmundson Memorial Hospital Employee Retirement PlanTransamerica Pension Plan, Total assets ($B): 2.323730661 · Participants: 6519Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.699129128 · Participants: 12492Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.515952654 · Participants: 3002Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.346674752 · Participants: 1835Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.297274074 · Participants: 1474Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
Jennie Edmundson Memorial Hospital Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Jennie Edmundson Memorial Hospital Employee Retirement Plan side-by-side with 3 peers →

Jennie Edmundson Memorial Hospital Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Insulators Local No. 27 Pension Plan in MO ($54M); by covered participants it is National Fuel Gas Company Retirement Plan in NY (489 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (489 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 Jennie Edmundson Memorial Hospital Employee Retirement Plan assets move in 2023? ▼
Jennie Edmundson Memorial Hospital Employee Retirement Plan edged down modestly - down 3.8% during 2023, from $56M to $54M. Reported net income was -$2M.
How have Jennie Edmundson Memorial Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jennie Edmundson Memorial Hospital's sponsor-wide assets declined 16.5%, from $56M to $47M.
Where does Jennie Edmundson Memorial Hospital Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Jennie Edmundson Memorial Hospital Employee Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Jennie Edmundson Memorial Hospital Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Insulators Local No. 27 Pension Plan in MO ($54M, 160 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jennie Edmundson Memorial Hospital Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Fuel Gas Company Retirement Plan in NY (489 participants, $1.1B 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 420680355.

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.