Other · DOL Form 5500 · 2024
Licking Memorial Health Systems Retirement Plan
Data updated 2026-08-25
- $160M
- Total assets Near avg plan size
- 2,370
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $67,406
- Avg per participant Below avg balance/head
Official DOL plan name: Licking Memorial Health Systems Tax Deferred 403(b) Plan · Sponsored by Licking Memorial Health Systems · Ohio · Healthcare & Social Assistance
$160M in assets, 2,370 participants
Licking Memorial Health Systems's Licking Memorial Health Systems Tax Deferred 403(b) Plan reported $160M in total assets and 2,370 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,906 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Licking Memorial Health Systems Tax Deferred 403(b) Plan covers 2,370 participants in Ohio, 3.1x the typical Ohio plan (state average ~765 per filing). Assets: $160M.
- #15,906
- in Healthcare & Social Assistance (16,916 peers)
- +12.4%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Licking Memorial Health Systems Tax Deferred 403(b) Plan's outsized position by total assets
Licking Memorial Health Systems Tax Deferred 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$159,753,275 Top 7% higher than 93% 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
Licking Memorial Health Systems Tax Deferred 403(b) 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. Licking Memorial Health Systems Tax Deferred 403(b) Plan lands in the large band (2,370 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Licking Memorial Health Systems Tax Deferred 403(b) Plan reported net income fell from $35M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Licking Memorial Health Systems Tax Deferred 403(b) Plan end-of-year assets rose from $142M in the plan year 2023 filing to $160M in the plan year 2024 filing.
- Licking Memorial Health Systems Tax Deferred 403(b) Plan reported participants rose from 2,335 in the plan year 2023 filing to 2,370 in the plan year 2024 filing.
DOL schedule card
Filing strip 311096218 · Licking Memorial Health Systems PY 2024 · Other
Licking Memorial Health Systems Tax Deferred 403(b) Plan · $160M · 2,370 · 93rd
- EIN $160M
- EIN 2,370
- EIN 93rd
- EIN Other
- EIN near Hebrew Seniorlife Employee Savings Plan
- EIN ind #15906
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 Ohio →
Licking Memorial Health Systems Tax Deferred 403(b) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $142M |
|---|---|
| Net Assets (End of Year) | $160M |
| Net Income | $18M |
| Employer EIN | 311096218 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Licking Memorial Health Systems)
Sponsor-wide plan assets over time
All Licking Memorial Health Systems plans reported in each filing year
- Latest sponsor-wide plan assets
- $160M 49.344047181842114% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,229 | $107M |
| 2023 | 1 | 2,335 | $142M |
| 2024 | 1 | 2,370 | $160M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Licking Memorial Health Systems Tax Deferred 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Hebrew Seniorlife Employee Savings Plan in MA ($160M); by covered participants it is Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees in MA (2,371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($160M here).
- Hebrew Seniorlife Employee Savings Plan (MA) $160M · 2,573
- St. Mary's Medical Center 403(b) Plan (WV) $159M · 3,522
- Highland Retirement Plan (NY) $160M · 4,520
- Oneblood 403(b) Retirement Plan (FL) $160M · 2,592
Similar participant headcount
Nearest other-state filings by covered participants (2,370 participants); asset peers above are excluded.
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees (MA) 2,371 · 1 off
- 403 (B) Retirement Plan (CO) 2,372 · 2 off
- Bozeman Health 403(b) Plan (MT) 2,373 · 3 off
- Family Health Centers of San Diego Tax Deferred Annuity Plan (CA) 2,375 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.