401(k)
2022 plan-year 401(k) DOL Form 5500

MUNSON 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

MUNSON HEALTHCARE

This 401(k) plan holds $89M in total assets and serves 8,165 participants as of 2022. It is sponsored by MUNSON HEALTHCARE in Michigan. The plan reported a net loss of $11M for the year.

Total Assets (2023)
$89M
Participants
8,165
State
Industry
Healthcare & Social Assistance

What the Filing Says About MUNSON 401(K) PLAN

MUNSON 401(K) PLAN is a 401(k) retirement plan sponsored by MUNSON HEALTHCARE, headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $89M in total end-of-year assets and covers 8,165 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 382640544, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $100M at the beginning of 2022 to $89M at year-end — a decline of 10.9%. Net assets (after liabilities) closed the year at $89M, with reported net income of $-10,875,271 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$100M
Total Assets (End of Year)$89M
Net Assets (End of Year)$89M
Net Income$-10,875,271
Plan Type401(k)
Employer EIN382640544
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MUNSON HEALTHCARE)

Year Plans Participants Total Assets
2022 3 17,208 $797M
2023 3 17,607 $908M
2024 3 17,613 $981M

Nearby 401(k) Plans in Michigan

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Frequently Asked Questions

How much money is in the MUNSON 401(K) PLAN?
As of the 2022 Form 5500 filing, MUNSON 401(K) PLAN holds $89M in total assets with 8,165 participants. It is sponsored by MUNSON HEALTHCARE.
What type of plan is MUNSON 401(K) PLAN?
MUNSON 401(K) PLAN is a 401(k) plan. It has been effective since 1997-01-01. The plan is filed with the U.S. Department of Labor under EIN 382640544.
Who sponsors the MUNSON 401(K) PLAN?
MUNSON 401(K) PLAN is sponsored by MUNSON HEALTHCARE, located in Michigan. The sponsor's EIN is 382640544 and the plan operates in the Healthcare & Social Assistance industry.
How did MUNSON 401(K) PLAN perform in 2022?
MUNSON 401(K) PLAN declined by 10.9% during 2022, moving from $100M to $89M in total assets. Net income was $-10,875,271.
Where can I find official filings for MUNSON 401(K) PLAN?
Official Form 5500 filings for MUNSON 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 382640544 or plan name at efast.dol.gov.
How does MUNSON 401(K) PLAN compare to other plans?
You can compare MUNSON 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 382640544.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.