Other · DOL Form 5500 · 2022
Monroe Medical Foundation Inc Dba Monroe County Medical Center Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 250
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $34,423
- Avg per participant Low balance/head
Official DOL plan name: Monroe County Medical Center Retirement Plan · Sponsored by Monroe Medical Foundation Inc Dba Monroe County Medical Center · Kentucky · Healthcare & Social Assistance
$9M in assets, 250 participants
Monroe Medical Foundation Inc Dba Monroe County Medical Center's Monroe County Medical Center Retirement Plan reported $9M in total assets and 250 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #13,557 in Healthcare & Social Assistance (20,060 peers)
Coverage in Kentucky
Monroe County Medical Center Retirement Plan covers 250 participants in Kentucky, about 39% of the average Kentucky filer (state average ~647 per filing). Assets: $9M.
- #13,557
- in Healthcare & Social Assistance (20,060 peers)
- -20.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Monroe County Medical Center Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Monroe County Medical Center Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,605,684 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Monroe County Medical Center Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monroe County Medical Center Retirement Plan sits mid-pack in the medium band (250 participants).
Plan-year Form 5500 strip
Filing strip 310949874 · Monroe Medical Foundation Inc Dba Monroe County Medical Center PY 2022 · Other
Monroe County Medical Center Retirement Plan · $9M · 250 · 62nd
- IND $9M
- EOY 250
- 5500 62nd
- ASSETS Other
- PCT near Pathlight Inc. 403(b) Retirement Savings Plan
- EIN ind #13557
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Kentucky →
Monroe County Medical Center Retirement Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 310949874 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monroe Medical Foundation Inc Dba Monroe County Medical Center)
Sponsor-wide plan assets over time
All Monroe Medical Foundation Inc Dba Monroe County Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 36.53226170052258% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 250 | $9M |
| 2023 | 1 | 237 | $11M |
| 2024 | 1 | 230 | $12M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.5B · 17,896
- Baptist Health Thrift Plan $1.1B · 21,780
- Electrical Workers Local 369 Retirement Fund $418M · 3,424
- King's Daughters' Medical Center Matching Contribution Plan $180M · 4,594
- Emh Retirement Savings Plan $156M · 1,630
Monroe County Medical Center Retirement Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Pathlight Inc. 403(b) Retirement Savings Plan in MA ($9M); by covered participants it is Brightpoint 403(b) Plan in IN (250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Pathlight Inc. 403(b) Retirement Savings Plan (MA) $9M · 490
- The Open Window School Defined Contribution Retirement Plan (WA) $9M · 77
- Times Square District Management Association, Inc. Retirement Plan (NY) $9M · 128
- Livingston Memorial Visiting Nurse Association Retirement Savings Plan (CA) $9M · 226
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.