Other · DOL Form 5500 · 2023
Memorial Health System Retirement Plan
Data updated 2026-08-25
- $128M
- Total assets Near avg plan size
- 1,817
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $70,300
- Avg per participant Below avg balance/head
Official DOL plan name: Memorial Health System 403(b) Plan · Sponsored by Memorial Health System · Illinois · Healthcare & Social Assistance
$128M in assets, 1,817 participants
Memorial Health System's Memorial Health System 403(b) Plan reported $128M in total assets and 1,817 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.
- #16,568 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
Memorial Health System 403(b) Plan covers 1,817 participants in Illinois, 2.3x the typical Illinois plan (state average ~779 per filing). Assets: $128M.
- #16,568
- in Healthcare & Social Assistance (17,684 peers)
- +6.1%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Memorial Health System 403(b) Plan's outsized position by total assets
Memorial Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$127,734,309 Top 7% higher than 93% 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
Memorial Health System 403(b) 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. Memorial Health System 403(b) Plan lands in the large band (1,817 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Memorial Health System 403(b) Plan reported net income rose from -$41M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Memorial Health System 403(b) Plan reported participants fell from 2,406 in the plan year 2022 filing to 1,817 in the plan year 2023 filing.
- Memorial Health System 403(b) Plan end-of-year assets rose from $120M in the plan year 2022 filing to $128M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 371110690 · Memorial Health System PY 2023 · Other
Memorial Health System 403(b) Plan · $128M · 1,817 · 93rd
- 5500 $128M
- ASSETS 1,817
- PCT 93rd
- EIN Other
- RANK near Sheppard Pratt Health System 403(b) Retirement Plan
- PHOTO ind #16568
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 Illinois →
Memorial Health System 403(b) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | $7M |
| Employer EIN | 371110690 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Memorial Health System)
Sponsor-wide plan assets over time
All Memorial Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $853M 14.700328738033921% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 12,245 | $1000M |
| 2023 | 3 | 11,227 | $745M |
| 2024 | 2 | 9,025 | $853M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Memorial Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Sheppard Pratt Health System 403(b) Retirement Plan in MD ($128M); by covered participants it is Saint Leo University Retirement Plan in FL (1,811 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($128M here).
- Sheppard Pratt Health System 403(b) Retirement Plan (MD) $128M · 1,628
- Alaska Native Tribal Health Consortium Retirement Plan (AK) $128M · 2,433
- Davidson College Tax-Deferred Annuity Plan (NC) $128M · 405
- University of Saint Joseph 403(b) Retirement Plan (CT) $128M · 896
Similar participant headcount
Nearest other-state filings by covered participants (1,817 participants); asset peers above are excluded.
- Saint Leo University Retirement Plan (FL) 1,811 · 6 off
- Bamsi 403(b) Retirement Plan (MA) 1,828 · 11 off
- Shepherd Center 403(b) Retirement Savings Plan (GA) 1,799 · 18 off
- Beth Israel Deaconess Hospital - Plymouth 403(b) Retirement Plan (MA) 1,839 · 22 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.