401(k) · DOL Form 5500 · 2023
Memorial Health System 401(k) Plan
Data updated 2026-08-25
- $618M
- Total assets Above avg plan size
- 7,935
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $77,851
- Avg per participant Below avg balance/head
Official DOL plan name: Memorial Health System Defined Contribution Retirement Savings Plan · Sponsored by Memorial Health System · Illinois · Healthcare & Social Assistance
$618M in assets, 7,935 participants
Memorial Health System's Memorial Health System Defined Contribution Retirement Savings Plan reported $618M in total assets and 7,935 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,321 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
Memorial Health System Defined Contribution Retirement Savings Plan covers 7,935 participants in Illinois, 10x the typical Illinois plan (state average ~779 per filing). Assets: $618M.
- #17,321
- in Healthcare & Social Assistance (17,684 peers)
- +30.0%
- assets growth YoY
- 6.2×
- vs typical plan assets (national mean)
Memorial Health System Defined Contribution Retirement Savings Plan's outsized position by total assets
Memorial Health System Defined Contribution Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$617,749,795 Top 2% higher than 98% 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 Defined Contribution 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. Memorial Health System Defined Contribution Retirement Savings Plan lands in the large band (7,935 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Memorial Health System Defined Contribution Retirement Savings Plan reported net income rose from -$35M in the plan year 2022 filing to $127M in the plan year 2023 filing.
- Memorial Health System Defined Contribution Retirement Savings Plan end-of-year assets rose from $475M in the plan year 2022 filing to $618M in the plan year 2023 filing.
- Memorial Health System Defined Contribution Retirement Savings Plan reported participants fell from 8,299 in the plan year 2022 filing to 7,935 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 371110690 · Memorial Health System PY 2023 · 401(k)
Memorial Health System Defined Contribution Retirement Savings Plan · $618M · 7,935 · 98th
- IND $618M
- IND 7,935
- IND 98th
- IND 401(k)
- IND near American Maritime Officers 401(k) Plan
- IND ind #17321
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 Defined Contribution Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $475M |
|---|---|
| Net Assets (End of Year) | $618M |
| Net Income | $127M |
| Employer EIN | 371110690 |
| Plan Effective Date | 2012-01-01 |
| 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 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Scale composition for Memorial Health System Defined Contribution Retirement Savings Plan
Memorial Health System Defined Contribution Retirement Savings Plan reports $618M in end-of-year assets across 7,935 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $77,851 per participant (56% of the national average assets-per-participant) . Net income for plan year 2023 was $127M.
This plan identity (EIN 371110690, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $475M to $719M (+51.3%) while covered participants moved from 8,299 to 7,526 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,299 | $475M | Open filing |
| 2023 | 7,935 | $618M | This page |
| 2024 · index core | 7,526 | $719M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Memorial Health System Defined Contribution Retirement Savings Plan (401(k), $719M, 7,526 participants)
- Memorial Health System 403(b) Plan (Other, $134M, 1,499 participants)
Memorial Health System Defined Contribution Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is American Maritime Officers 401(k) Plan in FL ($618M); by covered participants it is Rose International 401(k) Plan in MO (7,933 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($618M here).
- American Maritime Officers 401(k) Plan (FL) $618M · 3,682
- Henry Ford Health System Ambassador 403(b) Plan (MI) $618M · 16,283
- Freeman 401(k) Plan (TX) $618M · 4,447
- Nelson Mullins Retirement Plan (SC) $617M · 1,758
Similar participant headcount
Nearest other-state filings by covered participants (7,935 participants); asset peers above are excluded.
- Rose International 401(k) Plan (MO) 7,933 · 2 off
- Esa Management, LLC 401(k) Plan (NC) 7,930 · 5 off
- Activision Blizzard 401(k) Plan (CA) 7,924 · 11 off
- Mohawk Industries Retirement Plan 2 (GA) 7,922 · 13 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.