Other · DOL Form 5500 · 2024
Memorial Health System Retirement Plan
Data updated 2026-08-11
- $134M
- Total assets
- 1,499
- Participants
- 92nd
- Percentile by assets
- $89,348
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $134M
- total plan assets (2024 EOY)
- 1,499
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $89,348
- avg assets per participant
Where Memorial Health System 403(b) Plan sits 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
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.
Memorial Health System 403(b) Plan vs the 2024 asset distribution
By assets, Memorial Health System 403(b) Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
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)
| 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.
Memorial Health System 403(b) Plan vs. nearby Other plans in Illinois, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Memorial Health System 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Memorial Health System 403(b) Plan assets move in 2024? ▼
How have Memorial Health System plan assets changed over time? ▼
Where does Memorial Health System 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Memorial Health System 403(b) Plan? ▼
Next read for Memorial Health System 403(b) Plan
Scale reading
Ways to act on Memorial Health System 403(b) Plan's numbers.
- By total assets, Memorial Health System 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Memorial Health System's sponsor-wide assets have declined 14.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans