Other · DOL Form 5500 · 2022
Munson Healthcare Retirement Plan
Data updated 2026-08-11
- $377M
- Total assets
- 8,025
- Participants
- 97th
- Percentile by assets
- $47,022
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $377M
- total plan assets (2022 EOY)
- 8,025
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $47,022
- avg assets per participant
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.
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. Munson 403(b) Plan reports 8,025 participants - 13x that state average ($377M EOY assets).
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)
| 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.
Munson 403(b) Plan vs. nearby Other plans in Michigan, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Munson 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Munson 403(b) Plan assets move in 2022? ▼
How have Munson Healthcare plan assets changed over time? ▼
Where does Munson 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Munson 403(b) Plan? ▼
Next read for Munson 403(b) Plan
Filing takeaways
Ways to act on Munson 403(b) Plan's numbers.
- By total assets, Munson 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Michigan. Compare plans
- Munson Healthcare's sponsor-wide assets have grown 23.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans