Martin Memorial Health Systems pension plans

Martin Memorial Health Systems, Inc., Stuart, FL. EIN 59-2307522. Annual reports 2009–2023. Also filed as Martin Memorial Health Systems,inc.; Martin Memorial Health Systems, Inc.

Martin Memorial Health Systems, Inc. has no active retirement plan on file. Its last annual report was for 2023. Its Martin Memorial Health Systems, Inc. 403(b) Retirement Savings Plan was merged into Cleveland Clinic Savings and Investment Plan in 2023.

Active plans: 0
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Martin Memorial Health Systems, Inc. 403(b) Retirement Savings Plan

403(b)Merged

Merged. In 2023 its assets moved to the Cleveland Clinic Savings and Investment Plan, sponsored by The Cleveland Clinic Foundation (EIN 34-0714585, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 59-2307522
Participants (2022): 5,191
Net assets (2022): $174 million
Recordkeeper: Fidelity2009–2023
Plan administrator: Martin Memorial Health Systems, Inc.
Po Box 9033
Stuart, FL 34995
(772) 223-5945As filed for 2023
In effect since: September 1, 2005

Earlier plan names: Martin Memorial Health Systerms, Inc. 403(b) Retirement Savings Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	Fidelity
2022	5,191	$174 million	Fidelity
2021	4,770	$200 million	Fidelity
2020	4,570	$179 million	Fidelity
2019	4,580	$157 million	Fidelity
2018	4,591	$132 million	Fidelity
2017	4,505	$133 million	Fidelity
2016	4,268	$113 million	Fidelity
2015	4,129	$102 million	Fidelity
2014	3,954	$96.4 million	Fidelity
2013	3,580	$90.3 million	Fidelity
2012	2,967	$76.7 million	Fidelity
2011	2,715	$66.9 million	Fidelity
2010	2,834	$64.0 million	Fidelity
2009	2,753	$50.7 million	Fidelity

Martin Memorial Health Systems,inc. Pension Plan

Pension (defined benefit), frozenMerged

Merged. In 2019 its assets moved to the The CCHS Retirement Plan, sponsored by The Cleveland Clinic Foundation (EIN 34-0714585, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 59-2307522
Participants (2018): 1,306
Net assets (2018): $131 million
Plan administrator: Compensation & Retirement Committee Martin Memorial Health Systems
P.O Box 9033
Stuart, FL 34995
(772) 287-5200As filed for 2019
In effect since: March 9, 1969

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	not listed
2018	1,306	$131 million	not listed
2017	1,342	$104 million	not listed
2016	1,408	$94.0 million	not listed
2015	1,544	$96.9 million	not listed
2014	1,594	$103 million	not listed
2013	1,647	$100 million	not listed
2012	1,696	$99.3 million	not listed
2011	1,755	$89.6 million	not listed
2009	2,042	$77.6 million	not listed

If you had money in one of these plans

If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Martin Memorial Health Systems, Inc. 403(b) Retirement Savings Plan

Martin Memorial Health Systems,inc. Pension Plan

If you had money in one of these plans

What these numbers are

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