Profit Sharing · DOL Form 5500 · 2024

Memorial Health Services Profit Sharing Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
4,491
Participants Above avg headcount
99th
Percentile by assets National rank
$318,276
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Memorialcare Retirement Plan · Sponsored by Memorial Health Services · California · Healthcare & Social Assistance

$1.4B in assets, 4,491 participants

Memorial Health Services's Memorialcare Retirement Plan reported $1.4B in total assets and 4,491 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #16,756 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Memorialcare Retirement Plan covers 4,491 participants in California, 7.1x the typical California plan (state average ~630 per filing). Assets: $1.4B.

#16,756
in Healthcare & Social Assistance (16,916 peers)
+7.7%
assets growth YoY
14×
vs typical plan assets (national mean)

Memorialcare Retirement Plan's outsized position by total assets

Memorialcare Retirement Plan vs every filed plan by assets

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

$1,429,377,000 Top 1% higher than 99% 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 Retirement 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 Retirement Plan lands in the large band (4,491 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Memorialcare Retirement Plan reported net income fell from $163M in the plan year 2023 filing to $102M in the plan year 2024 filing.
  • Memorialcare Retirement Plan end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
  • Memorialcare Retirement Plan reported participants fell from 4,728 in the plan year 2023 filing to 4,491 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 951643381 · Memorial Health Services PY 2024 · Profit Sharing

Memorialcare Retirement Plan · $1.4B · 4,491 · 99th

  • IND $1.4B
  • EOY 4,491
  • 5500 99th
  • ASSETS Profit Sharing
  • PCT near The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund
  • EIN ind #16756

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 Retirement Plan in the asset neighbourhood

Operating Engineers Local 825 Profit Sharing FundOperating Engineers Local 82…$1.5BCharter Communications, Inc. Retirement Accumulation PlanCharter Communications, Inc.…$1.5BMemorialcare Retirement Plan$1.4BThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundThe Northwestern Mutual Life…$1.4BCarle Foundation Hospital and Affiliates Matching Tsa PlanCarle Foundation Hospital an…$1.4B
End-of-year total assets ($B) among Memorialcare Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.4B
Net Income$102M
Employer EIN951643381
Plan Effective Date1961-01-01
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 Profit Sharing Plans in California

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

Memorialcare Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 0246810 Total assets ($B) Participants Memorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings PlanShv Profit Sharing Plan, Total assets ($B): 1.334930488 · Participants: 53Shv Profit Sharing Plan
Memorialcare Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Memorialcare Retirement Plan side-by-side with 3 peers →

Memorialcare Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund in WI ($1.4B); by covered participants it is Freeman Retirement Plan in MO (4,526 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,491 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 Retirement Plan assets move in 2024? ▼
Memorialcare Retirement Plan grew at a solid clip - up 7.7% during 2024, from $1.3B to $1.4B. Reported net income was $102M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Memorialcare Retirement Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Memorialcare Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund in WI ($1.4B, 5,999 participants).
Which Profit Sharing plans cover a similar participant headcount to Memorialcare Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Freeman Retirement Plan in MO (4,526 participants, $120M 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.