Other · DOL Form 5500 · 2024

Margaret Mary Community Hospital Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
790
Participants Near avg headcount
82nd
Percentile by assets National rank
$53,532
Avg per participant Low balance/head
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Official DOL plan name: Margaret Mary Health Savings Plan · Sponsored by Margaret Mary Community Hospital · Indiana · Healthcare & Social Assistance

$42M in assets, 790 participants

Margaret Mary Community Hospital's Margaret Mary Health Savings Plan reported $42M in total assets and 790 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,329 in Healthcare & Social Assistance (16,916 peers)

Where Margaret Mary Health Savings Plan sits by assets

Margaret Mary Health Savings Plan sits in the top quartile of all filed plans by assets, $42M for 790 participants (~$53,532/participant), up 7.9% in 2024.

#14,329
in Healthcare & Social Assistance (16,916 peers)
+7.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Margaret Mary Health Savings Plan's outsized position by total assets

Margaret Mary Health Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$42,290,363 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Margaret Mary Health Savings 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. Margaret Mary Health Savings Plan sits mid-pack in the medium band (790 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Margaret Mary Health Savings Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Margaret Mary Health Savings Plan end-of-year assets rose from $39M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Margaret Mary Health Savings Plan reported participants rose from 765 in the plan year 2023 filing to 790 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 356067049 · Margaret Mary Community Hospital PY 2024 · Other

Margaret Mary Health Savings Plan · $42M · 790 · 82nd

  • SCH $42M
  • EBSA 790
  • PART 82nd
  • TYPE Other
  • NET near Keystone Health Center Employee Retirement Plan
  • BOOK ind #14329

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 →

Margaret Mary Health Savings Plan in the asset neighbourhood

Urban School of San Francisco Defined Contribution Retirement PlanUrban School of San Francisc…$42MRivier University 403(b) Plan$42MKeystone Health Center Employee Retirement PlanKeystone Health Center Emplo…$42MMargaret Mary Health Savings PlanMargaret Mary Health Savings…$42MThe Menninger Clinic 403(b) Retirement Savings PlanThe Menninger Clinic 403(b) …$42M
End-of-year total assets ($M) among Margaret Mary Health Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$42M
Net Income$3M
Employer EIN356067049
Plan Effective Date1970-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Margaret Mary Community Hospital)

Sponsor-wide plan assets over time

All Margaret Mary Community Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$59M 23.121694699332245% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.1M $59.3M ▲ +23.1%
Year Plans Participants Total Assets
2022 2 1,459 $48M
2023 2 1,425 $55M
2024 2 1,482 $59M

Nearby Other Plans in Indiana

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

Margaret Mary Health Savings Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -20002004006008001000 Total assets ($M) Participants Margaret Mary Health Savings Plan, Total assets ($M): 42.290363 · Participants: 790Margaret Mary Health Savings PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 928.494369 · Participants: 16191Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 694.923452 · Participants: 7707Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 480.618778 · Participants: 2722Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 440.279707 · Participants: 7792Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 373.421837 · Participants: 3285Butler University Retirement Plan
Margaret Mary Health Savings Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Margaret Mary Health Savings Plan side-by-side with 3 peers →

Margaret Mary Health Savings Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Keystone Health Center Employee Retirement Plan in PA ($42M); by covered participants it is North County Health Project, Inc. 403(b) Plan in CA (789 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (790 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.

Frequently Asked Questions

How did Margaret Mary Health Savings Plan assets move in 2024? ▼
Margaret Mary Health Savings Plan grew at a solid clip - up 7.9% during 2024, from $39M to $42M. Reported net income was $3M.
How have Margaret Mary Community Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Margaret Mary Community Hospital's sponsor-wide assets grew 23.1%, from $48M to $59M.
Where does Margaret Mary Health Savings Plan rank by assets among Form 5500 filers? ▼
Margaret Mary Health Savings Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Margaret Mary Health Savings Plan? ▼
Among Other plans in other states, the closest by assets is Keystone Health Center Employee Retirement Plan in PA ($42M, 562 participants).
Which Other plans cover a similar participant headcount to Margaret Mary Health Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is North County Health Project, Inc. 403(b) Plan in CA (789 participants, $62M in assets).

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 356067049.

Read our methodology - how this data is sourced, computed, and verified.

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