Other · DOL Form 5500 · 2023

Margaret Mary Community Hospital Retirement Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
765
Participants Near avg headcount
83rd
Percentile by assets National rank
$51,226
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Margaret Mary Health Savings Plan · Sponsored by Margaret Mary Community Hospital · Indiana · Healthcare & Social Assistance

$39M in assets, 765 participants

Margaret Mary Community Hospital's Margaret Mary Health Savings Plan reported $39M in total assets and 765 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,089 in Healthcare & Social Assistance (17,684 peers)

Where Margaret Mary Health Savings Plan sits by assets

Margaret Mary Health Savings Plan sits in the top quartile of all filed plans by assets, $39M for 765 participants (~$51,226/participant), up 16.6% in 2023.

#15,089
in Healthcare & Social Assistance (17,684 peers)
+16.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

Margaret Mary Health Savings Plan vs every filed plan by assets

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

$39,188,139 Top 17% higher than 83% 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 Savings 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 Savings Plan sits mid-pack in the medium band (765 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Margaret Mary Health Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Margaret Mary Health Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Margaret Mary Health Savings Plan reported participants fell from 806 in the plan year 2022 filing to 765 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 · Other

Margaret Mary Health Savings Plan · $39M · 765 · 83rd

  • PCT $39M
  • EIN 765
  • RANK 83rd
  • PHOTO Other
  • IND near United Negro College Fund DC Retirement Plan
  • EOY ind #15089

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 Savings Plan in the asset neighbourhood

403(b) Retirement Plan of Lifecare Medical Center403(b) Retirement Plan of Li…$39MCommunity Research Foundation Retirement Savings PlanCommunity Research Foundatio…$39MMoorings Park Institute, Inc. Tax Sheltered Retirement Annuity PlanMoorings Park Institute, Inc…$39MMargaret Mary Health Savings PlanMargaret Mary Health Savings…$39MUnited Negro College Fund DC Retirement PlanUnited Negro College Fund DC…$39M
End-of-year total assets ($M) among Margaret Mary Health Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$6M
Employer EIN356067049
Plan Effective Date1970-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Margaret Mary Community Hospital)

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

Nearby Other Plans in Indiana

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

Margaret Mary Health Savings Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 02004006008001000 Total assets ($M) Participants Margaret Mary Health Savings Plan, Total assets ($M): 39.188139 · Participants: 765Margaret Mary Health Savings PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 787.127482 · Participants: 16096Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 602.754736 · Participants: 7172Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 448.507754 · Participants: 2656Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 391.056673 · Participants: 7567Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 343.073559 · Participants: 3137Butler University Retirement Plan
Margaret Mary Health Savings Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Margaret Mary Health Savings Plan side-by-side with 3 peers →

Margaret Mary Health Savings Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is United Negro College Fund DC Retirement Plan in DC ($39M); by covered participants it is Pinnacle Living Tsa Retirement Plan in VA (765 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (765 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 Savings Plan assets move in 2023? ▼
Margaret Mary Health Savings Plan grew sharply - up 16.6% during 2023, from $34M to $39M. Reported net income was $6M.
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.
Where does Margaret Mary Health Savings Plan rank by assets among Form 5500 filers? ▼
Margaret Mary Health Savings Plan ranks in the 83rd 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 Other plans are similar in size to Margaret Mary Health Savings Plan? ▼
Among Other plans in other states, the closest by assets is United Negro College Fund DC Retirement Plan in DC ($39M, 262 participants).
Which Other plans cover a similar participant headcount to Margaret Mary Health Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Pinnacle Living Tsa Retirement Plan in VA (765 participants, $41M 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.