Other · DOL Form 5500 · 2023

Cambridge Memorial Hospital, Inc. Dba Tri Valley Health System Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
180
Participants Small participant base
63rd
Percentile by assets National rank
$66,993
Avg per participant Below avg balance/head
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Official DOL plan name: Tri Valley Health System Retirement Plan · Sponsored by Cambridge Memorial Hospital, Inc. Dba Tri Valley Health System · Nebraska · Healthcare & Social Assistance

$12M in assets, 180 participants

Cambridge Memorial Hospital, Inc. Dba Tri Valley Health System's Tri Valley Health System Retirement Plan reported $12M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,047 in Healthcare & Social Assistance (17,684 peers)

Coverage in Nebraska

Tri Valley Health System Retirement Plan covers 180 participants in Nebraska, about 33% of the average Nebraska filer (state average ~552 per filing). Assets: $12M.

#12,047
in Healthcare & Social Assistance (17,684 peers)
+25.0%
assets growth YoY

Tri Valley Health System Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tri Valley Health System Retirement Plan vs every filed plan by assets

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

$12,058,796 Top 37% higher than 63% 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

Tri Valley Health System 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. Tri Valley Health System Retirement Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri Valley Health System Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tri Valley Health System Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Tri Valley Health System Retirement Plan reported participants rose from 174 in the plan year 2022 filing to 180 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 476028103 · Cambridge Memorial Hospital, Inc. Dba Tri Valley Health System PY 2023 · Other

Tri Valley Health System Retirement Plan · $12M · 180 · 63rd

  • EBSA $12M
  • PART 180
  • TYPE 63rd
  • NET Other
  • BOOK near Christopher Rural Health Planning Corporation Retirement Plan
  • VS-ST ind #12047

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 →

Tri Valley Health System Retirement Plan in the asset neighbourhood

Tri Valley Health System Retirement PlanTri Valley Health System Ret…$12MChristopher Rural Health Planning Corporation Retirement PlanChristopher Rural Health Pla…$12MManzano Day School Defined Contribution PlanManzano Day School Defined C…$12MCal Poly Humboldt Sponsored Programs Foundation 403(b) DC PlanCal Poly Humboldt Sponsored …$12MHospice of the East Bay 403(b) Retirement PlanHospice of the East Bay 403(…$12M
End-of-year total assets ($M) among Tri Valley Health System Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN476028103
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cambridge Memorial Hospital, Inc. Dba Tri Valley Health System)

Sponsor-wide plan assets over time

All Cambridge Memorial Hospital, Inc. Dba Tri Valley Health System plans reported in each filing year

Latest sponsor-wide plan assets
$13M 34.891054921011836% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.64M $13M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 174 $10M
2023 1 180 $12M
2024 1 187 $13M

Nearby Other Plans in Nebraska

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

Tri Valley Health System Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -50000500010000 -20002004006008001000 Total assets ($M) Participants Tri Valley Health System Retirement Plan, Total assets ($M): 12.058796 · Participants: 180Tri Valley Health System Retirement 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
Tri Valley Health System Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants

Tri Valley Health System Retirement Plan's out-of-state Other peers by assets and headcount

Outside Nebraska, the nearest Other by assets is Christopher Rural Health Planning Corporation Retirement Plan in IL ($12M); by covered participants it is Penney Retirement Community 403(b) Plan in FL (180 participants). Same-state nearby plans are listed separately above.

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 Tri Valley Health System Retirement Plan assets move in 2023?
Tri Valley Health System Retirement Plan grew sharply - up 25.0% during 2023, from $10M to $12M. Reported net income was $2M.
How have Cambridge Memorial Hospital, Inc. Dba Tri Valley Health System plan assets changed over time?
Across 3 plan years on file (2022-2024), Cambridge Memorial Hospital, Inc. Dba Tri Valley Health System's sponsor-wide assets grew 34.9%, from $10M to $13M.
Which Other plans are similar in size to Tri Valley Health System Retirement Plan?
Among Other plans in other states, the closest by assets is Christopher Rural Health Planning Corporation Retirement Plan in IL ($12M, 310 participants).
Which Other plans cover a similar participant headcount to Tri Valley Health System Retirement Plan?
Among Other plans in other states, the closest by covered participants is Penney Retirement Community 403(b) Plan in FL (180 participants, $4M in assets).