Other · DOL Form 5500 · 2024
Phelps Memorial Health Center Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 341
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $66,908
- Avg per participant Below avg balance/head
Official DOL plan name: Phelps Memorial Health Center Tax Sheltered Annuity Plan · Sponsored by Phelps Memorial Health Center · Nebraska · Healthcare & Social Assistance
$23M in assets, 341 participants
Phelps Memorial Health Center's Phelps Memorial Health Center Tax Sheltered Annuity Plan reported $23M in total assets and 341 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,004 in Healthcare & Social Assistance (16,916 peers)
Phelps Memorial Health Center multi-year trail
Phelps Memorial Health Center's plans moved +41.4% in assets from 2022 to 2024; this filing shows Phelps Memorial Health Center Tax Sheltered Annuity Plan at $23M / 341 participants.
- #13,004
- in Healthcare & Social Assistance (16,916 peers)
- +19.2%
- assets growth YoY
Phelps Memorial Health Center Tax Sheltered Annuity Plan's outsized position by total assets
Phelps Memorial Health Center Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,815,665 Top 27% higher than 73% 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
Phelps Memorial Health Center Tax Sheltered 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. Phelps Memorial Health Center Tax Sheltered Annuity Plan sits mid-pack in the medium band (341 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phelps Memorial Health Center Tax Sheltered Annuity Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Phelps Memorial Health Center Tax Sheltered Annuity Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Phelps Memorial Health Center Tax Sheltered Annuity Plan reported participants rose from 299 in the plan year 2023 filing to 341 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 470481628 · Phelps Memorial Health Center PY 2024 · Other
Phelps Memorial Health Center Tax Sheltered Annuity Plan · $23M · 341 · 73rd
- EIN $23M
- RANK 341
- PHOTO 73rd
- IND Other
- EOY near St. George's Independent School 403(b) Retirement Plan
- 5500 ind #13004
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 →
Phelps Memorial Health Center Tax Sheltered Annuity Plan in the asset neighbourhood
Phelps Memorial Health Center multi-year asset trail
Sponsor-wide plan assets over time
All Phelps Memorial Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 41.449328859081206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $16M |
| 2023 | 1 | 299 | $19M |
| 2024 | 1 | 341 | $23M |
Phelps Memorial Health Center filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 470481628 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
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
Phelps Memorial Health Center Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Nebraska, the nearest Other by assets is St. George's Independent School 403(b) Retirement Plan in TN ($23M); by covered participants it is Mount St. Joseph University Defined Contribution Plan in OH (341 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (341 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.