Profit Sharing Β· DOL Form 5500 Β· 2024

Retirement Plus of Memorial Health System Hospitals

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

$111M
Total assets
3,085
Participants
85th
Percentile by assets

Sponsored by Marietta Memorial Hospital Β· Ohio Β· Healthcare & Social Assistance

What the 2024 filing shows

Retirement Plus of Memorial Health System Hospitals holds $111M for 3,085 participants - about $36,018 per participant, in the top quartile of all filed plans by assets, up 13.2% over the 2024 plan year.

$111M
total plan assets (2024 EOY)
3,085
covered participants
85th
percentile by assets (of 67,083 plans)
$36,018
avg assets per participant
Total Assets (2023)
$111M
Participants
3,085
State
Industry
Healthcare & Social Assistance

What the Filing Says About Retirement Plus of Memorial Health System Hospitals

Retirement Plus of Memorial Health System Hospitals is a Profit Sharing retirement plan sponsored by Marietta Memorial Hospital, headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $111M in total end-of-year assets and covers 3,085 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 314379509, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $98M at the beginning of 2024 to $111M at year-end - a gain of 13.2%. Net assets (after liabilities) closed the year at $111M, with reported net income of $13M 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)$98M
Total Assets (End of Year)$111M
Net Assets (End of Year)$111M
Net Income$13M
Plan TypeProfit Sharing
Employer EIN314379509
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marietta Memorial Hospital)

Year Plans Participants Total Assets
2022 3 5,158 $158M
2023 3 5,135 $184M
2024 3 5,478 $204M

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 Retirement Plus of Memorial Health System Hospitals?
As of the 2024 Form 5500 filing, Retirement Plus of Memorial Health System Hospitals holds $111M in total assets with 3,085 participants. It is sponsored by Marietta Memorial Hospital.
What type of plan is Retirement Plus of Memorial Health System Hospitals?
Retirement Plus of Memorial Health System Hospitals is a Profit Sharing plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 314379509.
Who sponsors the Retirement Plus of Memorial Health System Hospitals?
Retirement Plus of Memorial Health System Hospitals is sponsored by Marietta Memorial Hospital, located in Ohio. The sponsor's EIN is 314379509 and the plan operates in the Healthcare & Social Assistance industry.
How did Retirement Plus of Memorial Health System Hospitals perform in 2024?
Retirement Plus of Memorial Health System Hospitals grew by 13.2% during 2024, moving from $98M to $111M in total assets. Net income was $13M.
Where can I find official filings for Retirement Plus of Memorial Health System Hospitals?
Official Form 5500 filings for Retirement Plus of Memorial Health System Hospitals are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 314379509 or plan name at efast.dol.gov.
How does Retirement Plus of Memorial Health System Hospitals compare to other plans?
You can compare Retirement Plus of Memorial Health System Hospitals 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 314379509.

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.