Other · DOL Form 5500 · 2024
Memorial Health Care Systems Retirement Plan
Data updated 2026-08-11
- $36M
- Total assets
- 282
- Participants
- 80th
- Percentile by assets
- $129,326
- Avg per participant
Official DOL plan name: Memorial Health Care Systems Tax Deferred Annuity Plan · Sponsored by Memorial Health Care Systems · Nebraska · Healthcare & Social Assistance
$36M in assets, 282 participants
Memorial Health Care Systems's Memorial Health Care Systems Tax Deferred Annuity Plan reported $36M in total assets and 282 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 123,622 plans)
- #14,051 in Healthcare & Social Assistance (16,916 peers)
Where Memorial Health Care Systems Tax Deferred Annuity Plan sits by assets
Memorial Health Care Systems Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $36M for 282 participants (~$129,326/participant), up 14.6% in 2024.
- $36M
- total plan assets (2024 EOY)
- 282
- covered participants
- 80th
- percentile by assets (of 123,622 plans)
- $129,326
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Memorial Health Care Systems Tax Deferred Annuity Plan end-of-year assets rose from $32M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Memorial Health Care Systems Tax Deferred Annuity Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Memorial Health Care Systems Tax Deferred Annuity Plan reported participants rose from 269 in the plan year 2023 filing to 282 in the plan year 2024 filing.
Memorial Health Care Systems Tax Deferred Annuity Plan vs the 2024 asset distribution
By assets, Memorial Health Care Systems Tax Deferred Annuity Plan outranks 80% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $5M |
| Employer EIN | 470375220 |
| Plan Effective Date | 1994-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Memorial Health Care Systems)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 259 | $27M |
| 2023 | 1 | 269 | $32M |
| 2024 | 1 | 282 | $36M |
Nearby Other Plans in Nebraska
Peer Other plans, same state, same plan type, ranked by total assets.
Memorial Health Care Systems Tax Deferred Annuity Plan vs. nearby Other plans in Nebraska, assets vs. participants
- Nebraska Medicine Retirement Plan - Base and Matching Contributions $919M · 9,842
- Nebraska Medicine Retirement Plan - Employee Contributions $751M · 9,842
- Retirement Plan of Creighton University $684M · 3,534
- Children's Hospital & Medical Center 403(b) Plan $457M · 3,616
- Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan $120M · 305
Similar-Sized Other Plans Nationally
Other plans in other states closest to Memorial Health Care Systems Tax Deferred Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Memorial Health Care Systems Tax Deferred Annuity Plan assets move in 2024? ▼
How have Memorial Health Care Systems plan assets changed over time? ▼
Where does Memorial Health Care Systems Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
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Next read for Memorial Health Care Systems Tax Deferre…
Scale reading
Ways to act on Memorial Health Care Systems Tax Deferred Annuity Plan's numbers.
- By total assets, Memorial Health Care Systems Tax Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Nebraska. Compare plans
- Memorial Health Care Systems's sponsor-wide assets have grown 37.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans