Profit Sharing · DOL Form 5500 · 2024
United Methodist Memorial Home Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 441
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $12,486
- Avg per participant Low balance/head
Official DOL plan name: Heritage Pointe Communities 403(b) Plan · Sponsored by United Methodist Memorial Home · Indiana · Healthcare & Social Assistance
$6M in assets, 441 participants
United Methodist Memorial Home's Heritage Pointe Communities 403(b) Plan reported $6M in total assets and 441 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #7,969 in Healthcare & Social Assistance (16,916 peers)
United Methodist Memorial Home multi-year trail
United Methodist Memorial Home's plans moved -12.1% in assets from 2022 to 2024; this filing shows Heritage Pointe Communities 403(b) Plan at $6M / 441 participants.
- #7,969
- in Healthcare & Social Assistance (16,916 peers)
- $6M
- reported net income
Heritage Pointe Communities 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Heritage Pointe Communities 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,506,145 44th percentile higher than 44% 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
Heritage Pointe Communities 403(b) 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. Heritage Pointe Communities 403(b) Plan sits mid-pack in the medium band (441 participants).
Plan-year Form 5500 strip
Filing strip 350877581 · United Methodist Memorial Home PY 2024 · Profit Sharing
Heritage Pointe Communities 403(b) Plan · $6M · 441 · 44th
- IND $6M
- EOY 441
- 5500 44th
- ASSETS Profit Sharing
- PCT near Legal Services of Eastern Missouri 401(a) Plan
- EIN ind #7969
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 Indiana →
Heritage Pointe Communities 403(b) Plan in the asset neighbourhood
United Methodist Memorial Home multi-year asset trail
Sponsor-wide plan assets over time
All United Methodist Memorial Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 12.066203831523834% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 477 | $6M |
| 2023 | 1 | 403 | $6M |
| 2024 | 2 | 868 | $6M |
United Methodist Memorial Home filing trail (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $6M |
| Employer EIN | 350877581 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.6B · 10,920
- Indiana State Council of Plasterers & Cement Mason Pension Fund $349M · 1,910
- Cfni Retirement Plan $233M · 6,376
- Do It Best Corp. Restated Employees' Savings & Profit Sharing $219M · 2,068
- International Union of Operating Engineers Local 841 Qualified Savings Plan $161M · 4,760
Heritage Pointe Communities 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Legal Services of Eastern Missouri 401(a) Plan in MO ($5M); by covered participants it is New Horizons Pension Plan in FL (441 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (441 participants); asset peers above are excluded.
- New Horizons Pension Plan (FL) 441 · 0 off
- Hawaii Island Community Health Center 403(b) Plan (HI) 441 · 0 off
- Neumann University Defined Contribution Retirement Plan (PA) 442 · 1 off
- Capio Partners, LLC 401(k) Plan (TX) 440 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.