Profit Sharing · DOL Form 5500 · 2023

Margaret Mary Community Hospital Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
660
Participants Below avg headcount
69th
Percentile by assets National rank
$24,518
Avg per participant Low balance/head
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Official DOL plan name: Margaret Mary Health Retirement Plan · Sponsored by Margaret Mary Community Hospital · Indiana · Healthcare & Social Assistance

$16M in assets, 660 participants

Margaret Mary Community Hospital's Margaret Mary Health Retirement Plan reported $16M in total assets and 660 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,013 in Healthcare & Social Assistance (17,684 peers)

Margaret Mary Community Hospital multi-year trail

Margaret Mary Community Hospital's plans moved +23.1% in assets from 2022 to 2024; this filing shows Margaret Mary Health Retirement Plan at $16M / 660 participants.

#13,013
in Healthcare & Social Assistance (17,684 peers)
+11.5%
assets growth YoY

Margaret Mary Health Retirement Plan's outsized position by total assets

Margaret Mary Health Retirement Plan vs every filed plan by assets

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

$16,181,887 Top 31% higher than 69% 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

Margaret Mary Health 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. Margaret Mary Health Retirement Plan sits mid-pack in the medium band (660 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Margaret Mary Health Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Margaret Mary Health Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Margaret Mary Health Retirement Plan reported participants rose from 653 in the plan year 2022 filing to 660 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 356067049 · Margaret Mary Community Hospital PY 2023 · Profit Sharing

Margaret Mary Health Retirement Plan · $16M · 660 · 69th

  • EBSA $16M
  • PART 660
  • TYPE 69th
  • NET Profit Sharing
  • BOOK near University of Vermont Foundation 403(b) Plan
  • VS-ST ind #13013

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 Indiana →

Margaret Mary Health Retirement Plan in the asset neighbourhood

Jacque J. Sokolov, Inc. Profit Sharing PlanJacque J. Sokolov, Inc. Prof…$16MMargaret Mary Health Retirement PlanMargaret Mary Health Retirem…$16MUniversity of Vermont Foundation 403(b) PlanUniversity of Vermont Founda…$16MVan Den Berg Management I, Inc. Profit Sharing Plan and TrustVan Den Berg Management I, I…$16MHga Supplemental Profit Sharing PlanHga Supplemental Profit Shar…$16M
End-of-year total assets ($M) among Margaret Mary Health Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Margaret Mary Community Hospital multi-year asset trail

Sponsor-wide plan assets over time

All Margaret Mary Community Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$59M 23.121694699332245% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.1M $59.3M ▲ +23.1%
Year Plans Participants Total Assets
2022 2 1,459 $48M
2023 2 1,425 $55M
2024 2 1,482 $59M

Margaret Mary Community Hospital filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN356067049
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Indiana

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

Margaret Mary Health Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. 050001000015000 -10123 Total assets ($B) Participants Margaret Mary Health Retirement Plan, Total assets ($B): 0.016181887 · Participants: 660Margaret Mary Health Retirement PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.360767219 · Participants: 9969University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.321097243 · Participants: 1127Indiana State Council of Plasterers & Cement Mason Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.268369786 · Participants: 2820I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.206190521 · Participants: 6110Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing Plan, Total assets ($B): 0.177440898 · Participants: 1818Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan
Margaret Mary Health Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Margaret Mary Health Retirement Plan side-by-side with 3 peers →

Margaret Mary Health Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is University of Vermont Foundation 403(b) Plan in VT ($16M); by covered participants it is The Hospital for Special Surgery Retirement Plan for Management and Medical Staff in NY (659 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (660 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 Margaret Mary Health Retirement Plan assets move in 2023? ▼
Margaret Mary Health Retirement Plan grew at a solid clip - up 11.5% during 2023, from $15M to $16M. Reported net income was $2M.
How have Margaret Mary Community Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Margaret Mary Community Hospital's sponsor-wide assets grew 23.1%, from $48M to $59M.
Which Profit Sharing plans are similar in size to Margaret Mary Health Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is University of Vermont Foundation 403(b) Plan in VT ($16M, 76 participants).
Which Profit Sharing plans cover a similar participant headcount to Margaret Mary Health Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Hospital for Special Surgery Retirement Plan for Management and Medical Staff in NY (659 participants, $243M 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 356067049.

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.