Medical and Financial Management 401(k) plan

Medical and Financial Management, Inc., Stuart, FL. EIN 59-2320501. Annual reports 2009–2023.

Medical and Financial Management, Inc. has one active retirement plan on file, the Martin Memorial Health Systems 401(k) Retirement Savings Plan, with 3,405 participants and $198 million in assets in 2023. No traditional pension plan appears in Medical and Financial Management's filings since 2009.

Active plans: 1
Participants: 3,405
Plan assets: $198 million
Plans on file: 1
Industry: Health care

The plan

Martin Memorial Health Systems 401(k) Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 001Employer EIN 59-2320501
Participants (2023): 3,405
Net assets (2023): $198 million
Last listed recordkeeper: Fidelity2009–2019
Plan administrator: Medical and Financial Management, Inc.
300 Hospital Ave
Stuart, FL 34994
(772) 223-5945As filed for 2023
In effect since: January 1, 1996

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	3,405	$198 million	not listed
2022	1,914	$155 million	not listed
2021	5,168	$169 million	not listed
2020	4,939	$143 million	not listed
2019	4,928	$118 million	Fidelity
2018	4,894	$90.4 million	Fidelity
2017	4,786	$84.4 million	Fidelity
2016	3,789	$64.2 million	Fidelity
2015	3,507	$50.8 million	Fidelity
2014	3,371	$42.1 million	Fidelity
2013	2,296	$34.4 million	Fidelity
2012	503	$23.7 million	Fidelity
2011	453	$17.1 million	Fidelity
2010	441	$13.7 million	Fidelity
2009	391	$10.9 million	Fidelity

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((772) 223-5945). That number was filed for 2023; ask for the benefits or retirement plan office.
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.

The plan

Martin Memorial Health Systems 401(k) Retirement Savings Plan

If you had money in one of these plans

What these numbers are

Other health care employers in FL