How big is Madera Community Hospital's plan?

Madera Community Hospital's plan reported $5.7M in assets and 36 participants for 2024.

Original filing (PDF)20251015190557NAL0002797059005

Madera Community Hospital

Name: Madera Community Hospital — Madera Community, Form 5500 (2024)
Creator: Madera Community Hospital
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Madera Community Hospital Profit Sharing Plan

Defined-contribution retirement plan · Madera Community Hospital's Madera Community Hospital Profit Sharing Plan held $5.7M in plan assets for 36 participants in 2024.

Signals · 2

33% in single holding26% employer stock

Active participants

Accounts w/ balance

850

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

AMY Chana signed Madera Community Hospital's 2024 Form 5500 as plan administrator.

AMY Chana — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Madera Community Hospital's EIN is 23-7429117.

EIN 23-7429117

Plan number 003

Plan year 2024

ACK ID 20251015190557NAL0002797059005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Madera Community Hospital from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Madera Community Hospital's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MADERA COMMUNITY HOSPITAL.

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How this plan invests

This plan

49 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

MADERA COMMUNITY HOSPITAL

EIN

all filings

Address

1250 E ALMOND AVENUE · MADERA, CA · 936375606

Phone

(559) 675-5555

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

JWT & ASSOCIATES LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VARIABLE ANNUITY LIFE INSURANCE CO	74-1625348	—	NONE	$8K	—

Investments

49 direct securities· $5.7M(100% of reported assets)

Other securities

$2.4M

2 holdings

Common Stocks

$1.5M

29 holdings

Common Collective Trusts

$1.2M

5 holdings

Mutual Funds

$419K

10 holdings

Cash / Money Market

$157K

1 holding

Bonds / Notes

$21K

1 holding

U.S. Treasuries

$10K

1 holding

					% of plan
FIXED ACCOUNT PLUS Insurance Contract N/A	Other securities	—	—	$1.9M	33.5%
GOVERNMENT SECURITIES FUND Registered Investment Company - Mutual Fund N/A 142 * STOCK INDEX FUND Registered Investment Company - Mutual Fund N/A	Common Collective Trusts	—	—	$792K	13.8%
SHORT TERM FIXED ACCOUNT Insurance Contract N/A	Other securities	—	—	$489K	8.5%
VANGUARD WINDSOR II Registered Investment Company - Mutual Fund N/A	Mutual Funds	—	—	$244K	4.3%
MID CAP INDEX FUND Registered Investment Company - Mutual Fund N/A	Common Collective Trusts	—	—	$198K	3.5%
SYSTEMATIC CORE FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$187K	3.3%
GROWTH FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$180K	3.1%
INTERNATL EQUITIES INDEX FUND Registered Investment Company - Mutual Fund N/A	Common Collective Trusts	—	—	$174K	3.0%
SCIENCE & TECHNOLOGY FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$158K	2.8%
GS VIT GOV MONEY MKT FD INST Registered Investment Company - Mutual Fund N/A	Cash / Money Market	—	—	$157K	2.7%
VANGUARD WELLINGTON FUND INC Registered Investment Company - Mutual Fund N/A	Mutual Funds	—	—	$106K	1.9%
EMERGING ECONOMIES Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$105K	1.8%
CORE BOND FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$93K	1.6%
US SOCIALLY RESPONSIBLE FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$89K	1.6%
MID CAP STRATEGIC GWTH Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$89K	1.5%
MID CAP VALUE FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$80K	1.4%
INTERNATIONAL VALUE FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$52K	0.9%
INTL OPPORTUNITIES Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$51K	0.9%
SMALL CAP SPECIAL VALUE FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$49K	0.9%
SMALL CAP VALUE FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$42K	0.7%
INTL SOCIALLY RESPONSIBLE FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$38K	0.7%
INFLATION PROTECTED FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$36K	0.6%
GLOBAL REAL ESTATE FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$33K	0.6%
SMALL CAP INDEX FUND Registered Investment Company - Mutual Fund N/A	Common Collective Trusts	—	—	$32K	0.6%
VC I CAPITAL APPRECIATION Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$31K	0.5%
DIVIDEND VALUE Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$31K	0.5%
NASDAQ-100(R) INDEX FUND Registered Investment Company - Mutual Fund N/A	Common Collective Trusts	—	—	$30K	0.5%
SYSTEMATIC GROWTH FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$28K	0.5%
HIGH YIELD BOND FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$28K	0.5%
VANGUARD LIFESTRATEGY MODERA Registered Investment Company - Mutual Fund N/A	Mutual Funds	—	—	$23K	0.4%
Participant Loans - Interest at 3.00%	Bonds / Notes	—	—	$21K	0.4%
GLOBAL STRATEGY Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$19K	0.3%
VANGUARD LONG-TERM TREASURY Registered Investment Company - Mutual Fund N/A	Mutual Funds	—	—	$16K	0.3%
ARIEL FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$14K	0.2%
MODERATE GROWTH LIFESTYLE Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$12K	0.2%
LARGE CAPITAL GROWTH Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$11K	0.2%
INTERNATIONAL GOVERNMENT BOND Registered Investment Company - Mutual Fund N/A	U.S. Treasuries	—	—	$10K	0.2%
AGGRESSIVE GROWTH LIFESTYLE Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$8K	0.1%
T ROWE PRICE RETIRMNT 2050 ADV Registered Investment Company - Mutual Fund N/A	Mutual Funds	—	—	$8K	0.1%
VC I CONSERV GROWTH LIFESTYLE Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$7K	0.1%
INTERNATIONAL GROWTH FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$6K	0.1%
T ROWE PRICE RETIRMNT 2040 ADV Registered Investment Company - Mutual Fund N/A	Mutual Funds	—	—	$6K	0.1%
T ROWE PRICE RETIRMNT 2035 ADV Registered Investment Company - Mutual Fund N/A	Mutual Funds	—	—	$5K	<0.1%
SMALL CAP GROWTH FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$5K	<0.1%
T ROWE PRICE RETIRMNT 2030 ADV Registered Investment Company - Mutual Fund N/A	Mutual Funds	—	—	$4K	<0.1%
VANGUARD LIFESTRATEGY CONSER Registered Investment Company - Mutual Fund N/A	Mutual Funds	—	—	$4K	<0.1%
VANGUARD LIFESTRATEGY GROWTH Registered Investment Company - Mutual Fund N/A	Mutual Funds	—	—	$3K	<0.1%
SYSTEMATIC VALUE Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$2K	<0.1%
ASSET ALLOCATION FUND Registered Investment Company - Mutual Fund N/A	Common Stocks	—	—	$1K	<0.1%