Other · DOL Form 5500 · 2024
Memorial Health Care Systems Retirement Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 282
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $129,326
- Avg per participant Near avg balance/head
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.
- #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.
- #14,051
- in Healthcare & Social Assistance (16,916 peers)
- +14.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Memorial Health Care Systems Tax Deferred Annuity Plan's outsized position by total assets
Memorial Health Care Systems Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,470,053 Top 20% higher than 80% 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 Care Systems Tax Deferred Annuity Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Memorial Health Care Systems Tax Deferred Annuity Plan sits mid-pack in the medium band (282 participants).
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.
DOL schedule card
Filing strip 470375220 · Memorial Health Care Systems PY 2024 · Other
Memorial Health Care Systems Tax Deferred Annuity Plan · $36M · 282 · 80th
- EIN $36M
- EIN 282
- EIN 80th
- EIN Other
- EIN near The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan
- EIN ind #14051
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 Nebraska →
Memorial Health Care Systems Tax Deferred Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Memorial Health Care Systems plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 37.322245704572424% vs 2022
- 2024 filing year
| 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.
- 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
Memorial Health Care Systems Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Nebraska, the nearest Other by assets is The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan in CA ($36M); by covered participants it is Center for Family Services, Inc. 403(b) Plan in NJ (282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
Similar participant headcount
Nearest other-state filings by covered participants (282 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.