Other · DOL Form 5500 · 2024
Memorial Health System Retirement Plan
Data updated 2026-08-25
- $134M
- Total assets Near avg plan size
- 1,499
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $89,348
- Avg per participant Below avg balance/head
Official DOL plan name: Memorial Health System 403(b) Plan · Sponsored by Memorial Health System · Illinois · Healthcare & Social Assistance
$134M in assets, 1,499 participants
Memorial Health System's Memorial Health System 403(b) Plan reported $134M in total assets and 1,499 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,784 in Healthcare & Social Assistance (16,916 peers)
Where Memorial Health System 403(b) Plan sits by assets
Memorial Health System 403(b) Plan sits in the top 10% of all filed plans by assets, $134M for 1,499 participants (~$89,348/participant), up 4.9% in 2024.
- #15,784
- in Healthcare & Social Assistance (16,916 peers)
- +4.9%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Memorial Health System 403(b) Plan's outsized position by total assets
Memorial Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$133,932,791 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Memorial Health System 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Memorial Health System 403(b) Plan lands in the large band (1,499 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Memorial Health System 403(b) Plan reported participants fell from 1,817 in the plan year 2023 filing to 1,499 in the plan year 2024 filing.
- Memorial Health System 403(b) Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Memorial Health System 403(b) Plan end-of-year assets rose from $128M in the plan year 2023 filing to $134M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 371110690 · Memorial Health System PY 2024 · Other
Memorial Health System 403(b) Plan · $134M · 1,499 · 92nd
- SCH $134M
- EBSA 1,499
- PART 92nd
- TYPE Other
- NET near Woodward Academy Retirement Plan
- BOOK ind #15784
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 Illinois →
Memorial Health System 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $128M |
|---|---|
| Net Assets (End of Year) | $134M |
| Net Income | $6M |
| Employer EIN | 371110690 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Memorial Health System)
Sponsor-wide plan assets over time
All Memorial Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $853M 14.700328738033921% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 12,245 | $1000M |
| 2023 | 3 | 11,227 | $745M |
| 2024 | 2 | 9,025 | $853M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Memorial Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Woodward Academy Retirement Plan in GA ($134M); by covered participants it is Park Nicollet Health Services 403(b) Retirement Savings Plan in MN (1,499 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134M here).
- Woodward Academy Retirement Plan (GA) $134M · 725
- Marymount University Defined Contribution Retirement Plan (VA) $134M · 971
- Moravian University Retirement Plan (PA) $134M · 524
- Education Development Center Supplemental Retirement Plan (MA) $134M · 715
Similar participant headcount
Nearest other-state filings by covered participants (1,499 participants); asset peers above are excluded.
- Park Nicollet Health Services 403(b) Retirement Savings Plan (MN) 1,499 · 0 off
- The Children's Hospital of Philadelphia Retirement Savings Plan for Union-Represented Employees (PA) 1,502 · 3 off
- Childserve Employee Retirement Plan (IA) 1,504 · 5 off
- Gillette Children's Specialty Healthcare Matched Savings Retirement Plan (MN) 1,504 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.