Other · DOL Form 5500 · 2023
Licking Memorial Health Systems Retirement Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 2,335
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $60,885
- Avg per participant Low balance/head
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.
- #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.
- #16,648
- in Healthcare & Social Assistance (17,684 peers)
- +32.9%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Licking Memorial Health Systems Tax Deferred 403(b) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Licking Memorial Health Systems Tax Deferred 403(b) 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. Licking Memorial Health Systems Tax Deferred 403(b) Plan lands in the large band (2,335 participants).
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.
Form 5500 schedule snapshot
Filing strip 311096218 · Licking Memorial Health Systems PY 2023 · Other
Licking Memorial Health Systems Tax Deferred 403(b) Plan · $142M · 2,335 · 93rd
- VS-ST $142M
- VS-ST 2,335
- VS-ST 93rd
- VS-ST Other
- VS-ST near Mount Nittany Medical Center 403(b) Plan
- VS-ST ind #16648
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 Ohio →
Licking Memorial Health Systems Tax Deferred 403(b) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | $35M |
| Employer EIN | 311096218 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Licking Memorial Health Systems)
Sponsor-wide plan assets over time
All Licking Memorial Health Systems plans reported in each filing year
- Latest sponsor-wide plan assets
- $160M 49.344047181842114% vs 2022
- 2024 filing year
| 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.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Licking Memorial Health Systems Tax Deferred 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Mount Nittany Medical Center 403(b) Plan in PA ($142M); by covered participants it is The Kendal Corporation 403(b) Plan in DE (2,340 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- Mount Nittany Medical Center 403(b) Plan (PA) $142M · 2,410
- Utica University Defined Contribution Retirement Plan (NY) $142M · 1,228
- Oneblood 403(b) Retirement Plan (FL) $142M · 2,510
- Hebrew Seniorlife Employee Savings Plan (MA) $142M · 2,315
Similar participant headcount
Nearest other-state filings by covered participants (2,335 participants); asset peers above are excluded.
- The Kendal Corporation 403(b) Plan (DE) 2,340 · 5 off
- Azusa Pacific University Defined Contribution Plan (CA) 2,329 · 6 off
- Olathe Health System, Inc. Tsa Retirement Plan (KS) 2,326 · 9 off
- Teacher's College, Columbia University DC Retirement Plan (NY) 2,325 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.