Memorial Health System 401(k) and pension plans

Memorial Health System, Springfield, IL. EIN 37-1110690. Annual reports 2009–2025. Also filed as Passavant Memorial Area Hospital Association.

Memorial Health System has 2 active retirement plans on file. The largest is the Memorial Health System Defined Contribution Retirement Savings Plan, with 10,666 participants and $835 million in assets in 2025. Fidelity has been its recordkeeper since 2019.

Active plans: 2
Participants: 12,408
Plan assets: $971 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Memorial Health System Defined Contribution Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 37-1110690
Participants (2025): 10,666
Net assets (2025): $835 million
Recordkeeper: FidelityEarlier: Transamerica (2017–2018), Mercer (2012–2016)
Plan administrator: Memorial Health System
701 N. 1ST Street
Springfield, IL 62781
(217) 788-3922As filed for 2025
In effect since: January 1, 2012

Plans merged into this one: Memorial Health System Employee Pension Plan (2023).

Year by year, 2012 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	10,666	$835 million	Fidelity
2024	11,172	$719 million	Fidelity
2023	10,594	$618 million	Fidelity
2022	10,603	$475 million	Fidelity
2021	10,776	$510 million	Fidelity
2020	8,322	$427 million	Fidelity
2019	8,317	$378 million	Fidelity
2018	7,422	$243 million	Transamerica
2017	7,371	$234 million	Transamerica
2016	7,227	$175 million	Mercer
2015	6,691	$133 million	Mercer
2014	6,132	$95.2 million	Mercer
2013	5,756	$55.1 million	Mercer
2012	4,780	$25.6 million	Mercer

Memorial Health System 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 003Employer EIN 37-1110690
Participants (2025): 1,742
Net assets (2025): $135 million
Recordkeeper: FidelityEarlier: OneAmerica (2014–2018)
Plan administrator: Memorial Health System
701 North First Street
Springfield, IL 62781
(217) 788-3922As filed for 2025
In effect since: January 1, 1987

Plans merged into this one: Decatur Memorial Hospital Retirement Savings Plan (2021).

Earlier sponsor: Passavant Memorial Area Hospital Association (2014–2018).

Earlier plan names: Passavant Memorial Area Hospital Association Tax Deferred Annuity Plan.

Year by year, 2014 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	1,742	$135 million	Fidelity
2024	1,843	$134 million	Fidelity
2023	2,057	$128 million	Fidelity
2022	2,346	$120 million	Fidelity
2021	3,043	$162 million	Fidelity
2020	631	$36.0 million	Fidelity
2019	713	$34.8 million	Fidelity
2018	1,050	$32.2 million	OneAmerica
2017	1,111	$34.1 million	OneAmerica
2016	1,022	$29.8 million	OneAmerica
2015	939	$27.5 million	OneAmerica
2014	973	$27.3 million	OneAmerica

Memorial Health System Employee Pension Plan

Pension (defined benefit), frozenMerged

Merged. In 2023 its assets moved to the Memorial Health System Defined Contribution Retirement Savings Plan, sponsored by Memorial Health System (EIN 37-1110690, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 37-1110690
Participants (2022): 4,508
Net assets (2022): $403 million
Plan administrator: Memorial Health System
701 North First Street
Springfield, IL 62781
(217) 788-3922As filed for 2023
In effect since: December 15, 1967

Earlier plan names: Memorial Health System Pension Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	4,508	$403 million	not listed
2021	4,546	$536 million	not listed
2020	4,617	$562 million	not listed
2019	4,697	$502 million	not listed
2018	4,719	$440 million	not listed
2017	4,783	$471 million	not listed
2016	4,826	$425 million	not listed
2015	5,127	$364 million	not listed
2014	5,214	$369 million	not listed
2013	5,899	$354 million	not listed
2012	6,110	$295 million	not listed
2011	6,448	$243 million	not listed
2010	6,260	$234 million	not listed
2009	5,916	$198 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Memorial Health System Defined Contribution Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((217) 788-3922). That number was filed for 2025; ask for the benefits or retirement plan office.
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.