Profit Sharing ยท DOL Form 5500 ยท 2024

Marietta Health Care Physicians, Inc. 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$73M
Total assets
331
Participants
79th
Percentile by assets

Sponsored by Marietta Health Care Physicians, Inc. ยท Ohio ยท Healthcare & Social Assistance

What the 2024 filing shows

Marietta Health Care Physicians, Inc. 403(b) Plan holds $73M for 331 participants - about $220,007 per participant, in the top quartile of all filed plans by assets, up 13.7% over the 2024 plan year.

$73M
total plan assets (2024 EOY)
331
covered participants
79th
percentile by assets (of 67,083 plans)
$220,007
avg assets per participant
Total Assets (2023)
$73M
Participants
331
State
Industry
Healthcare & Social Assistance

What the Filing Says About Marietta Health Care Physicians, Inc. 403(b) Plan

Marietta Health Care Physicians, Inc. 403(b) Plan is a Profit Sharing retirement plan sponsored by Marietta Health Care Physicians, Inc., headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $73M in total end-of-year assets and covers 331 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 311375125, and the plan has been effective since 1999-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $64M at the beginning of 2024 to $73M at year-end - a gain of 13.7%. Net assets (after liabilities) closed the year at $73M, with reported net income of $9M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$64M
Total Assets (End of Year)$73M
Net Assets (End of Year)$73M
Net Income$9M
Plan TypeProfit Sharing
Employer EIN311375125
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marietta Health Care Physicians, Inc.)

Year Plans Participants Total Assets
2022 1 309 $52M
2023 1 322 $64M
2024 1 331 $73M

Nearby Profit Sharing Plans in Ohio

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

Frequently Asked Questions

How much money is in the Marietta Health Care Physicians, Inc. 403(b) Plan?
As of the 2024 Form 5500 filing, Marietta Health Care Physicians, Inc. 403(b) Plan holds $73M in total assets with 331 participants. It is sponsored by Marietta Health Care Physicians, Inc..
What type of plan is Marietta Health Care Physicians, Inc. 403(b) Plan?
Marietta Health Care Physicians, Inc. 403(b) Plan is a Profit Sharing plan. It has been effective since 1999-01-01. The plan is filed with the U.S. Department of Labor under EIN 311375125.
Who sponsors the Marietta Health Care Physicians, Inc. 403(b) Plan?
Marietta Health Care Physicians, Inc. 403(b) Plan is sponsored by Marietta Health Care Physicians, Inc., located in Ohio. The sponsor's EIN is 311375125 and the plan operates in the Healthcare & Social Assistance industry.
How did Marietta Health Care Physicians, Inc. 403(b) Plan perform in 2024?
Marietta Health Care Physicians, Inc. 403(b) Plan grew by 13.7% during 2024, moving from $64M to $73M in total assets. Net income was $9M.
Where can I find official filings for Marietta Health Care Physicians, Inc. 403(b) Plan?
Official Form 5500 filings for Marietta Health Care Physicians, Inc. 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311375125 or plan name at efast.dol.gov.
How does Marietta Health Care Physicians, Inc. 403(b) Plan compare to other plans?
You can compare Marietta Health Care Physicians, Inc. 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311375125.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.