Other · DOL Form 5500 · 2023

Licking Memorial Health Systems Retirement Plan

Data updated 2026-08-11

$142M
Total assets
2,335
Participants
93rd
Percentile by assets
$60,885
Avg per participant
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Official DOL plan name: Licking Memorial Health Systems Tax Deferred 403(b) Plan · Sponsored by Licking Memorial Health Systems · Ohio · Healthcare & Social Assistance

$142M in assets, 2,335 participants

Licking Memorial Health Systems's Licking Memorial Health Systems Tax Deferred 403(b) Plan reported $142M in total assets and 2,335 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #16,648 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Licking Memorial Health Systems Tax Deferred 403(b) Plan covers 2,335 participants in Ohio, 3.1x the typical Ohio plan (state average ~765 per filing). Assets: $142M.

$142M
total plan assets (2023 EOY)
2,335
covered participants
93rd
percentile by assets (of 127,072 plans)
$60,885
avg assets per participant

Where Licking Memorial Health Systems Tax Deferred 403(b) Plan sits by total assets

Licking Memorial Health Systems Tax Deferred 403(b) Plan vs every filed plan by assets

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

$142,165,753 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Licking Memorial Health Systems Tax Deferred 403(b) Plan reported net income rose from -$13M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Licking Memorial Health Systems Tax Deferred 403(b) Plan end-of-year assets rose from $107M in the plan year 2022 filing to $142M in the plan year 2023 filing.
  • Licking Memorial Health Systems Tax Deferred 403(b) Plan reported participants rose from 2,229 in the plan year 2022 filing to 2,335 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Healthcare & Social Assistance

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Licking Memorial Health Systems Tax Deferred 403(b) Plan reports 2,335 participants - 3.1x that state average ($142M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$142M
Net Income$35M
Employer EIN311096218
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Licking Memorial Health Systems)

$100M$120M$140M$160M$180M 202220232024 $107M $160M ▲ +49.3%
Total plan assets by year, all Licking Memorial Health Systems plans on file
Year Plans Participants Total Assets
2022 1 2,229 $107M
2023 1 2,335 $142M
2024 1 2,370 $160M

Nearby Other Plans in Ohio

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

Licking Memorial Health Systems Tax Deferred 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Licking Memorial Hea…, Total assets ($B): 0.142165753 · Participants: 2335Licking Memorial Hea…Cleveland Clinic Sav…, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Sav…Ohiohealth Retiremen…, Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retiremen…University Hospitals…, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals…Faculty and Key Admi…, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Admi…Children's Hospital …, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital …
Licking Memorial Health Systems Tax Deferred 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Licking Memorial Health Systems Tax Defe… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Licking Memorial Health Systems Tax Deferred 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Licking Memorial Health Systems Tax Deferred 403(b) Plan assets move in 2023? ▼
Licking Memorial Health Systems Tax Deferred 403(b) Plan surged - up 32.9% during 2023, from $107M to $142M. Reported net income was $35M.
How have Licking Memorial Health Systems plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Licking Memorial Health Systems's sponsor-wide assets grew 49.3%, from $107M to $160M.
Where does Licking Memorial Health Systems Tax Deferred 403(b) Plan rank by assets among Form 5500 filers? ▼
Licking Memorial Health Systems Tax Deferred 403(b) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Licking Memorial Health Systems Tax Deferred 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Mount Nittany Medical Center 403(b) Plan in PA ($142M, 2,410 participants).

Next read for Licking Memorial Health Systems Tax Defe…

Filing takeaways

Ways to act on Licking Memorial Health Systems Tax Deferred 403(b) Plan's numbers.

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 311096218.

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.