Defined Benefit (Pension) · DOL Form 5500 · 2023

Marion General Hospital, Inc. Pension Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
176
Participants Small participant base
87th
Percentile by assets National rank
$325,551
Avg per participant High balance/head
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Official DOL plan name: Marion General Hospital Employees' Retirement Plan · Sponsored by Marion General Hospital, Inc. · Indiana · Healthcare & Social Assistance

$57M in assets, 176 participants

Marion General Hospital, Inc.'s Marion General Hospital Employees' Retirement Plan reported $57M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,724 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Marion General Hospital Employees' Retirement Plan covers 176 participants in Indiana, about 33% of the average Indiana filer (state average ~541 per filing). Assets: $57M.

#15,724
in Healthcare & Social Assistance (17,684 peers)
-4.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marion General Hospital Employees' Retirement Plan's outsized position by total assets

Marion General Hospital Employees' Retirement Plan vs every filed plan by assets

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

$57,296,916 Top 13% higher than 87% 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

Marion General Hospital Employees' 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. Marion General Hospital Employees' Retirement Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marion General Hospital Employees' Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Marion General Hospital Employees' Retirement Plan reported participants fell from 194 in the plan year 2022 filing to 176 in the plan year 2023 filing.
  • Marion General Hospital Employees' Retirement Plan end-of-year assets fell from $60M in the plan year 2022 filing to $57M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 350868130 · Marion General Hospital, Inc. PY 2023 · Defined Benefit (Pension)

Marion General Hospital Employees' Retirement Plan · $57M · 176 · 87th

  • PART $57M
  • TYPE 176
  • NET 87th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Employers - Ila N.C. Ports Pension Plan
  • BOY ind #15724

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 →

Marion General Hospital Employees' Retirement Plan in the asset neighbourhood

The Tenacre Foundation Pension PlanThe Tenacre Foundation Pensi…$57MWec Energy Group Retirement Plan for Michigan Gas Utilities CorporationWec Energy Group Retirement …$57MMarion General Hospital Employees' Retirement PlanMarion General Hospital Empl…$57MEmployers - Ila N.C. Ports Pension PlanEmployers - Ila N.C. Ports P…$57MDaily News Retirement Plan$57M
End-of-year total assets ($M) among Marion General Hospital Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$57M
Net Income-$3M
Employer EIN350868130
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marion General Hospital, Inc.)

Sponsor-wide plan assets over time

All Marion General Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$131M 9.623243663226939% vs 2022
2024 filing year
$115M$120M$125M$130M$135M 202220232024 $119M $131M ▲ +9.6%
Year Plans Participants Total Assets
2022 2 1,341 $119M
2023 2 1,286 $124M
2024 2 1,331 $131M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Marion General Hospital Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Marion General Hospital Employees' Retirement Plan, Total assets ($B): 0.057296916 · Participants: 176Marion General Hospital Employees' Retirement PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Marion General Hospital Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Marion General Hospital Employees' Retirement Plan side-by-side with 3 peers →

Marion General Hospital Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Employers - Ila N.C. Ports Pension Plan in NC ($57M); by covered participants it is Pension Fund of Stage Employees Local 4 Iatse in NJ (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Marion General Hospital Employees' Retirement Plan assets move in 2023? ▼
Marion General Hospital Employees' Retirement Plan edged down modestly - down 4.7% during 2023, from $60M to $57M. Reported net income was -$3M.
How have Marion General Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marion General Hospital, Inc.'s sponsor-wide assets grew 9.6%, from $119M to $131M.
Where does Marion General Hospital Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Marion General Hospital Employees' Retirement Plan ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Marion General Hospital Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employers - Ila N.C. Ports Pension Plan in NC ($57M, 333 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Marion General Hospital Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Fund of Stage Employees Local 4 Iatse in NJ (176 participants, N/A 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 350868130.

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.