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Employer · plans filed under one EIN

Marietta Memorial Hospital

Marietta, OH · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$204Mnet assets across plans
8,019participant records5,774 active
$4.3Memployer contributions, latest plan years$743 per active record
$1.1MSchedule C compensation to organisations$133.25 per participant record

Marietta Memorial Hospital, based in Marietta, Ohio, sponsors 3 retirement plans with 100 or more participants: 2 defined contribution and 1 defined benefit. Together they reported 8,019 participant records and $204M in net assets.

The largest is Retirement Plus of Memorial Health System Hospitals, a 403(b) plan with 4,008 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $4.3M and participant contributions $8.2M in the latest plan years; benefits paid were $14.0M. Schedule C compensation reported to service provider organisations totalled $1.1M.

Combined net assets moved from $51.3M in 2009 to $204M in 2024 (up 297%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Retirement Plus of Memorial Health System Hospitals403(b) plan20244,008$111M$27,723$0$691K
Memorial Health System Hospitals Defined Contribution Planprofit-sharing plan20242,989$30.7M$10,282$2,065$240K
Marietta Memorial Hospital Retirement Plandefined benefit pension plan20241,022$62.1M$60,727$0$138K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $51.3M2010: $62.5M2011: $65.9M2012: $75.5M2013: $88.5M2014: $94.3M2015: $94.9M2016: $105M2017: $125M2018: $116M2019: $143M2020: $166M2021: $187M2022: $158M2023: $184M2024: $204M$51.3M$204M20092012201620202024
Combined net assets
2009: 2,9482010: 3,5172011: 3,7582012: 4,0842013: 4,3332014: 4,5762015: 4,9312016: 5,0932017: 5,4732018: 6,1722019: 6,4032020: 6,4522021: 6,7392022: 6,9212023: 7,3282024: 8,0192,9488,01920092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202438,019$204M$4.3M$8.2M
202337,328$184M$4.8M$7.8M
202236,921$158M$4.9M$7.5M
202136,739$187M$4.1M$6.9M
202036,452$166M$7.3M$6.0M
201936,403$143M$5.2M$5.8M
201836,172$116M$4.2M$5.7M
201735,473$125M$4.7M$5.0M
201635,093$105M$4.3M$4.3M
201534,931$94.9M$3.9M$4.1M
201434,576$94.3M$2.7M$3.7M
201334,333$88.5M$2.3M$3.9M
201234,084$75.5M$2.4M$3.9M
201133,758$65.9M$3.1M$3.5M
201033,517$62.5M$1.9M$3.1M
200932,948$51.3M$2.0M$2.9M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Latitude Service Company, Inc.Other services2$313,299
Trustmont Financial Group, Inc.Insurance agents and brokers; Investment advisory (participants); Investment advisory (plan)2$268,863
NationwideRecordkeeping and information management; Securities brokerage; Participant loan processing; Other services2$176,958
Peoples BankTrustee (directed)1$137,909
Raymond James & Associates Inc.Insurance agents and brokers; Investment advisory (participants)2$99,759
Fiduciary Wise, LLCPlan Administrator2$41,224
ProaccountInvestment advisory (participants)1$30,519

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Latitude Service Company, Inc.$313K
Trustmont Financial Group, Inc.$269K
Nationwide$177K
Peoples Bank$138K
Raymond James & Associates Inc.$100K
Fiduciary Wise, LLC$41K
Proaccount$31K

Questions and answers

How many retirement plans does Marietta Memorial Hospital have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Retirement Plus of Memorial Health System Hospitals, Memorial Health System Hospitals Defined Contribution Plan and Marietta Memorial Hospital Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Marietta Memorial Hospital contribute to its plans?

$4,292,437 in employer contributions across these plans in their latest plan years, about $743 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Latitude Service Company, Inc., Trustmont Financial Group, Inc., Nationwide and Peoples Bank and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.