Other · DOL Form 5500 · 2022
Munson Healthcare Retirement Plan
Data updated 2026-08-25
- $377M
- Total assets Above avg plan size
- 8,025
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $47,022
- Avg per participant Low balance/head
Official DOL plan name: Munson 403(b) Plan · Sponsored by Munson Healthcare · Michigan · Healthcare & Social Assistance
$377M in assets, 8,025 participants
Munson Healthcare's Munson 403(b) Plan reported $377M in total assets and 8,025 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,587 in Healthcare & Social Assistance (20,060 peers)
Coverage in Michigan
Munson 403(b) Plan covers 8,025 participants in Michigan, 13x the typical Michigan plan (state average ~638 per filing). Assets: $377M.
- #19,587
- in Healthcare & Social Assistance (20,060 peers)
- -14.5%
- assets change YoY
- 3.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $64M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Munson 403(b) Plan's outsized position by total assets
Munson 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$377,353,867 Top 3% higher than 97% 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
Munson 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Munson 403(b) Plan lands in the large band (8,025 participants).
Published 5500 schedule card
Filing strip 382640544 · Munson Healthcare PY 2022 · Other
Munson 403(b) Plan · $377M · 8,025 · 97th
- PCT $377M
- PCT 8,025
- PCT 97th
- PCT Other
- PCT near Seattle University Employees Retirement Plan
- PCT ind #19587
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 Michigan →
Munson 403(b) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $441M |
|---|---|
| Net Assets (End of Year) | $377M |
| Net Income | -$64M |
| Employer EIN | 382640544 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Munson Healthcare)
Sponsor-wide plan assets over time
All Munson Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $981M 23.14078739908841% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 17,208 | $797M |
| 2023 | 3 | 17,607 | $908M |
| 2024 | 3 | 17,613 | $981M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.3B · 17,796
- Fca US LLC UAW Savings Plan $4.1B · 52,211
- Spectrum Health System 403(b) Plan $2.3B · 26,631
- Beaumont Health 403(b) Retirement Savings Plan $2.2B · 33,585
- Mclaren Employees' 403(b) Retirement Plan $1.4B · 21,255
Scale composition for Munson 403(b) Plan
Munson 403(b) Plan reports $377M in end-of-year assets across 8,025 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $47,022 per participant (34% of the national average assets-per-participant) . Net income for plan year 2022 was -$64M.
This plan identity (EIN 382640544, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $377M to $486M (+28.7%) while covered participants moved from 8,025 to 8,308 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,025 | $377M | This page |
| 2023 | 8,262 | $436M | Open filing |
| 2024 · index core | 8,308 | $486M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Munson 403(b) Plan (Other, $486M, 8,308 participants)
- Munson Retirement Plan (Defined Benefit (Pension), $371M, 826 participants)
- Munson 401(k) Plan (401(k), $124M, 8,479 participants)
Munson 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Seattle University Employees Retirement Plan in WA ($379M); by covered participants it is Boston University Retirement Plan in MA (8,045 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($377M here).
- Seattle University Employees Retirement Plan (WA) $379M · 1,396
- Cook Children's Health Care System Retirement Plan (TX) $376M · 7,398
- Caromont Health, Inc. Retirement Savings Plan (NC) $375M · 4,211
- Midwestern University Retirement Plan (IL) $374M · 1,585
Similar participant headcount
Nearest other-state filings by covered participants (8,025 participants); asset peers above are excluded.
- Boston University Retirement Plan (MA) 8,045 · 20 off
- Children's Hospital Colorado 403(b) Plan (CO) 7,995 · 30 off
- The George Washington University Supplemental Retirement Plan (VA) 7,903 · 122 off
- City of Hope National Medical Center Tax-Deferred Annuity Plan (CA) 7,898 · 127 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.