Other · DOL Form 5500 · 2024

Marion General Hospital, Inc. Retirement Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
1,166
Participants Near avg headcount
88th
Percentile by assets National rank
$63,697
Avg per participant Low balance/head
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Official DOL plan name: Mgh 403(b) Retirement Plan · Sponsored by Marion General Hospital, Inc. · Indiana · Healthcare & Social Assistance

$74M in assets, 1,166 participants

Marion General Hospital, Inc.'s Mgh 403(b) Retirement Plan reported $74M in total assets and 1,166 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,173 in Healthcare & Social Assistance (16,916 peers)

Coverage in Indiana

Mgh 403(b) Retirement Plan covers 1,166 participants in Indiana, 2.2x the typical Indiana plan (state average ~541 per filing). Assets: $74M.

#15,173
in Healthcare & Social Assistance (16,916 peers)
+11.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Mgh 403(b) Retirement Plan's outsized position by total assets

Mgh 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$74,270,718 Top 12% higher than 88% of 123,620 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 2024

Mgh 403(b) Retirement 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. Mgh 403(b) Retirement Plan lands in the large band (1,166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mgh 403(b) Retirement Plan end-of-year assets rose from $67M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Mgh 403(b) Retirement Plan reported participants rose from 1,110 in the plan year 2023 filing to 1,166 in the plan year 2024 filing.
  • Mgh 403(b) Retirement Plan reported net income rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 350868130 · Marion General Hospital, Inc. PY 2024 · Other

Mgh 403(b) Retirement Plan · $74M · 1,166 · 88th

  • BOY $74M
  • SCH 1,166
  • EBSA 88th
  • PART Other
  • TYPE near Georgian Court University Retirement Plan
  • NET ind #15173

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 →

Mgh 403(b) Retirement Plan in the asset neighbourhood

Georgian Court University Retirement PlanGeorgian Court University Re…$74MMgh 403(b) Retirement Plan$74MCarteret County General Hospital Tax Deferred Savings PlanCarteret County General Hosp…$74MGifford Health Care, Inc. 403(b) Retirement PlanGifford Health Care, Inc. 40…$74MLegacy Community Health Services, Inc. 403(b) PlanLegacy Community Health Serv…$74M
End-of-year total assets ($M) among Mgh 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$74M
Net Income$8M
Employer EIN350868130
Plan Effective Date2007-01-01
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 Other Plans in Indiana

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

Mgh 403(b) Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 02004006008001000 Total assets ($M) Participants Mgh 403(b) Retirement Plan, Total assets ($M): 74.270718 · Participants: 1166Mgh 403(b) Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 928.494369 · Participants: 16191Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 694.923452 · Participants: 7707Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 480.618778 · Participants: 2722Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 440.279707 · Participants: 7792Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 373.421837 · Participants: 3285Butler University Retirement Plan
Mgh 403(b) Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants

Mgh 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Georgian Court University Retirement Plan in NJ ($74M); by covered participants it is Teach for America, Inc. 403(b) Retirement Plan in NY (1,163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,166 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mgh 403(b) Retirement Plan assets move in 2024?
Mgh 403(b) Retirement Plan grew at a solid clip - up 11.7% during 2024, from $67M to $74M. Reported net income was $8M.
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 Mgh 403(b) Retirement Plan rank by assets among Form 5500 filers?
Mgh 403(b) Retirement Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Mgh 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Georgian Court University Retirement Plan in NJ ($74M, 277 participants).
Which Other plans cover a similar participant headcount to Mgh 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Teach for America, Inc. 403(b) Retirement Plan in NY (1,163 participants, $224M in assets).