Other · DOL Form 5500 · 2024
Brodstone Memorial Hospital Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 265
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $66,663
- Avg per participant Below avg balance/head
Official DOL plan name: Brodstone Memorial Hospital Tax Deferred Annuity Plan · Sponsored by Brodstone Memorial Hospital · Nebraska · Healthcare & Social Assistance
$18M in assets, 265 participants
Brodstone Memorial Hospital's Brodstone Memorial Hospital Tax Deferred Annuity Plan reported $18M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,283 in Healthcare & Social Assistance (16,916 peers)
Coverage in Nebraska
Brodstone Memorial Hospital Tax Deferred Annuity Plan covers 265 participants in Nebraska, about 48% of the average Nebraska filer (state average ~552 per filing). Assets: $18M.
- #12,283
- in Healthcare & Social Assistance (16,916 peers)
- +4.6%
- assets growth YoY
Brodstone Memorial Hospital Tax Deferred Annuity Plan's outsized position by total assets
Brodstone Memorial Hospital Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,665,569 Top 32% higher than 68% 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
Brodstone Memorial Hospital 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. Brodstone Memorial Hospital Tax Deferred Annuity Plan sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brodstone Memorial Hospital Tax Deferred Annuity Plan reported net income fell from $2M in the plan year 2023 filing to $775K in the plan year 2024 filing.
- Brodstone Memorial Hospital Tax Deferred Annuity Plan reported participants rose from 234 in the plan year 2023 filing to 265 in the plan year 2024 filing.
- Brodstone Memorial Hospital Tax Deferred Annuity Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 470388012 · Brodstone Memorial Hospital PY 2024 · Other
Brodstone Memorial Hospital Tax Deferred Annuity Plan · $18M · 265 · 68th
- BOY $18M
- SCH 265
- EBSA 68th
- PART Other
- TYPE near Redwood Day School Defined Contribution Retirement Plan
- NET ind #12283
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 →
Brodstone Memorial Hospital Tax Deferred Annuity Plan in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $775K |
| Employer EIN | 470388012 |
| Plan Effective Date | 1987-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brodstone Memorial Hospital)
Sponsor-wide plan assets over time
All Brodstone Memorial Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 21.561267072821213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 209 | $15M |
| 2023 | 1 | 234 | $17M |
| 2024 | 1 | 265 | $18M |
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
Brodstone Memorial Hospital Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Nebraska, the nearest Other by assets is Redwood Day School Defined Contribution Retirement Plan in CA ($18M); by covered participants it is United Nations Foundation, Inc. 403(b) DC Plan in DC (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Redwood Day School Defined Contribution Retirement Plan (CA) $18M · 88
- Lamprey Health Care 403(b) Plan (NH) $18M · 208
- Judson University Retirement Plan (IL) $18M · 114
- Mccarter Theatre Retirement Plan (NJ) $18M · 84
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- United Nations Foundation, Inc. 403(b) DC Plan (DC) 265 · 0 off
- Old Sturbridge Village 403b DC Plan (MA) 265 · 0 off
- Family Guidance Center of Alabama 403b Plan (AL) 265 · 0 off
- Lifecare Alliance 403(b) Retirement Plan (OH) 265 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.