401(k) · DOL Form 5500 · 2024

Memorial Health Services 401(k) Plan

Data updated 2026-08-25

$329M
Total assets Above avg plan size
7,188
Participants Above avg headcount
96th
Percentile by assets National rank
$45,710
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Memorialcare 401(k) Plan · Sponsored by Memorial Health Services · California · Healthcare & Social Assistance

$329M in assets, 7,188 participants

Memorial Health Services's Memorialcare 401(k) Plan reported $329M in total assets and 7,188 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,287 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Memorialcare 401(k) Plan covers 7,188 participants in California, 11x the typical California plan (state average ~630 per filing). Assets: $329M.

#16,287
in Healthcare & Social Assistance (16,916 peers)
+37.3%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Memorialcare 401(k) Plan's outsized position by total assets

Memorialcare 401(k) Plan vs every filed plan by assets

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

$328,561,000 Top 4% higher than 96% 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

Memorialcare 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Memorialcare 401(k) Plan lands in the large band (7,188 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Memorialcare 401(k) Plan end-of-year assets rose from $239M in the plan year 2023 filing to $329M in the plan year 2024 filing.
  • Memorialcare 401(k) Plan reported participants rose from 5,999 in the plan year 2023 filing to 7,188 in the plan year 2024 filing.
  • Memorialcare 401(k) Plan reported net income rose from $77M in the plan year 2023 filing to $89M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 951643381 · Memorial Health Services PY 2024 · 401(k)

Memorialcare 401(k) Plan · $329M · 7,188 · 96th

  • IND $329M
  • EOY 7,188
  • 5500 96th
  • ASSETS 401(k)
  • PCT near Symrise Inc. Employee Savings Plan
  • EIN ind #16287

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 California →

Memorialcare 401(k) Plan in the asset neighbourhood

The Iowa Clinic 401(k) Profit Sharing PlanThe Iowa Clinic 401(k) Profi…$329MMemorialcare 401(k) Plan$329MSymrise Inc. Employee Savings PlanSymrise Inc. Employee Saving…$328MFirst Student, Inc. Retirement Savings PlanFirst Student, Inc. Retireme…$328MFirstservice Residential 401(k) PlanFirstservice Residential 401…$328M
End-of-year total assets ($M) among Memorialcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$239M
Net Assets (End of Year)$329M
Net Income$89M
Employer EIN951643381
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Memorial Health Services)

Sponsor-wide plan assets over time

All Memorial Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 32.51724556432251% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.33B $1.76B ▲ +32.3%
Year Plans Participants Total Assets
2022 2 7,853 $1.3B
2023 2 10,727 $1.6B
2024 2 11,679 $1.8B

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Memorialcare 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants Memorialcare 401(k) Plan, Total assets ($B): 0.328561 · Participants: 7188Memorialcare 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Memorialcare 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Memorialcare 401(k) Plan side-by-side with 3 peers →

Scale composition for Memorialcare 401(k) Plan

Memorialcare 401(k) Plan reports $329M in end-of-year assets across 7,188 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $45,710 per participant (33% of the national average assets-per-participant) . Net income for plan year 2024 was $89M.

This plan identity (EIN 951643381, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $163M to $329M (+101.9%) while covered participants moved from 2,749 to 7,188 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 2,749 $163M Open filing
2023 5,999 $239M Open filing
2024 · index core 7,188 $329M This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Memorialcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Symrise Inc. Employee Savings Plan in NJ ($328M); by covered participants it is Designer Brands Inc. 401(k) Plan in OH (7,189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($329M here).

Similar participant headcount

Nearest other-state filings by covered participants (7,188 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 Memorialcare 401(k) Plan assets move in 2024? ▼
Memorialcare 401(k) Plan surged - up 37.3% during 2024, from $239M to $329M. Reported net income was $89M.
How have Memorial Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Memorial Health Services's sponsor-wide assets grew 32.5%, from $1.3B to $1.8B.
Where does Memorialcare 401(k) Plan rank by assets among Form 5500 filers? ▼
Memorialcare 401(k) Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Memorialcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Symrise Inc. Employee Savings Plan in NJ ($328M, 1,077 participants).
Which 401(k) plans cover a similar participant headcount to Memorialcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Designer Brands Inc. 401(k) Plan in OH (7,189 participants, $242M 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 951643381.

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.