Other · DOL Form 5500 · 2022

Jacobson Memorial Hospital Care Center Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
97
Participants Small participant base
33rd
Percentile by assets National rank
$19,321
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Jacobson Memorial Hospital Tax Sheltered Annuity Plan · Sponsored by Jacobson Memorial Hospital Care Center · North Dakota · Healthcare & Social Assistance

$2M in assets, 97 participants

Jacobson Memorial Hospital Care Center's Jacobson Memorial Hospital Tax Sheltered Annuity Plan reported $2M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,689 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Jacobson Memorial Hospital Tax Sheltered Annuity Plan surged 32.9% in 2022 ($1M → $2M) for 97 participants.

#6,689
in Healthcare & Social Assistance (20,060 peers)
+32.9%
assets growth YoY

Jacobson Memorial Hospital Tax Sheltered Annuity Plan among the smaller filed plans by assets

Jacobson Memorial Hospital Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,874,139 33rd percentile higher than 33% of 139,123 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 2022

Jacobson Memorial Hospital Tax Sheltered Annuity Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jacobson Memorial Hospital Tax Sheltered Annuity Plan is a small filing (97 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 450222079 · Jacobson Memorial Hospital Care Center PY 2022 · Other

Jacobson Memorial Hospital Tax Sheltered Annuity Plan · $2M · 97 · 33rd

  • PCT $2M
  • EIN 97
  • RANK 33rd
  • PHOTO Other
  • IND near 403(b) Thrift Plan for Family Services, Inc.
  • EOY ind #6689

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 North Dakota →

Jacobson Memorial Hospital Tax Sheltered Annuity Plan in the asset neighbourhood

Seedco 403(b) Plan$2MJacobson Memorial Hospital Tax Sheltered Annuity PlanJacobson Memorial Hospital T…$2M403(b) Thrift Plan for Family Services, Inc.403(b) Thrift Plan for Famil…$2MHigher Horizons Day Care, Inc. 403(b) Retirement PlanHigher Horizons Day Care, In…$2MYedei Chesed Tax Deferred Annuity Retirement PlanYedei Chesed Tax Deferred An…$2M
End-of-year total assets ($M) among Jacobson Memorial Hospital Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$464K
Employer EIN450222079
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in North Dakota

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

Jacobson Memorial Hospital Tax Sheltered Annuity Plan vs. nearby Other plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -50050100150200 Total assets ($M) Participants Jacobson Memorial Hospital Tax Sheltered Annuity Plan, Total assets ($M): 1.874139 · Participants: 97Jacobson Memorial Hospital Tax Sheltered Annuity PlanSanford 403(b) Retirement Savings Plan, Total assets ($M): 179.394843 · Participants: 6516Sanford 403(b) Retirement Savings PlanThe 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital, Total assets ($M): 160.344677 · Participants: 1562The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial HospitalUniversity of Mary Employee Retirement Plan, Total assets ($M): 56.315217 · Participants: 452University of Mary Employee Retirement PlanWest River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan, Total assets ($M): 24.339631 · Participants: 301West River Health Service Foundation and Subsidiaries Tax Deferred Annuity PlanUniversity of Jamestown 403(b) DC Plan, Total assets ($M): 21.14868 · Participants: 317University of Jamestown 403(b) DC Plan
Jacobson Memorial Hospital Tax Sheltered Annuity Plan vs. nearby Other plans in North Dakota, assets vs. participants

Jacobson Memorial Hospital Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside North Dakota, the nearest Other by assets is 403(b) Thrift Plan for Family Services, Inc. in NC ($2M); by covered participants it is The Lakeview Employees' Tax Deferred Annuity Plan in MN (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jacobson Memorial Hospital Tax Sheltered Annuity Plan assets move in 2022?
Jacobson Memorial Hospital Tax Sheltered Annuity Plan surged - up 32.9% during 2022, from $1M to $2M. Reported net income was $464K.
Which Other plans are similar in size to Jacobson Memorial Hospital Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Family Services, Inc. in NC ($2M, 165 participants).
Which Other plans cover a similar participant headcount to Jacobson Memorial Hospital Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by covered participants is The Lakeview Employees' Tax Deferred Annuity Plan in MN (97 participants, $8M in assets).