Other · DOL Form 5500 · 2022
Monument Health, Inc. Retirement Plan
Data updated 2026-08-25
- $234M
- Total assets Near avg plan size
- 5,239
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $44,624
- Avg per participant Low balance/head
Official DOL plan name: Monument Health, Inc. 403(b) Plan · Sponsored by Monument Health, Inc. · South Dakota · Healthcare & Social Assistance
$234M in assets, 5,239 participants
Monument Health, Inc.'s Monument Health, Inc. 403(b) Plan reported $234M in total assets and 5,239 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #19,373 in Healthcare & Social Assistance (20,060 peers)
Coverage in South Dakota
Monument Health, Inc. 403(b) Plan covers 5,239 participants in South Dakota, 15x the typical South Dakota plan (state average ~340 per filing). Assets: $234M.
- #19,373
- in Healthcare & Social Assistance (20,060 peers)
- -6.7%
- assets change YoY
- 2.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Monument Health, Inc. 403(b) Plan's outsized position by total assets
Monument Health, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$233,784,371 Top 4% higher than 96% 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
Monument Health, Inc. 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. Monument Health, Inc. 403(b) Plan lands in the large band (5,239 participants).
Published 5500 schedule card
Filing strip 201487506 · Monument Health, Inc. PY 2022 · Other
Monument Health, Inc. 403(b) Plan · $234M · 5,239 · 96th
- BOOK $234M
- VS-ST 5,239
- BOY 96th
- SCH Other
- EBSA near The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees
- PART ind #19373
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 South Dakota →
Monument Health, Inc. 403(b) Plan in the asset neighbourhood
South Dakota filing particulars
| Total Assets (Beginning of Year) | $251M |
|---|---|
| Net Assets (End of Year) | $234M |
| Net Income | -$17M |
| Employer EIN | 201487506 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monument Health, Inc.)
Sponsor-wide plan assets over time
All Monument Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $470M 41.0183996683738% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,656 | $333M |
| 2023 | 2 | 8,281 | $407M |
| 2024 | 2 | 7,987 | $470M |
Nearby Other Plans in South Dakota
Peer Other plans, same state, same plan type, ranked by total assets.
- Prairie Lakes Healthcare System 403(b) Plan $42M · 619
- University of Sioux Falls 403(b) Plan $18M · 187
- Dakota Wesleyan University Defined Contribution Plan $17M · 137
- Employee Benefit Plan of Mobridge Regional Hospital $16M · 198
- Platte Health Center 403(b) Plan $10M · 150
Scale composition for Monument Health, Inc. 403(b) Plan
Monument Health, Inc. 403(b) Plan reports $234M in end-of-year assets across 5,239 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $44,624 per participant (32% of the national average assets-per-participant) . Net income for plan year 2022 was -$17M.
This plan identity (EIN 201487506, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $234M to $365M (+56.0%) while covered participants moved from 5,239 to 5,261 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,239 | $234M | This page |
| 2023 | 5,203 | $301M | Open filing |
| 2024 · index core | 5,261 | $365M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Monument Health, Inc. 403(b) Plan (Other, $365M, 5,261 participants)
- Monument Health, Inc. Pension Plan (Defined Benefit (Pension), $105M, 2,726 participants)
Monument Health, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside South Dakota, the nearest Other by assets is The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees in NY ($234M); by covered participants it is Firsthealth of the Carolinas, Inc. Matching Savings Plan in NC (5,217 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($234M here).
- The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees (NY) $234M · 1,010
- Sacred Heart University Defined Contribution Plan (CT) $233M · 1,239
- Chapman University Tax Deferred Annuity (Tda) Retirement Plan (CA) $232M · 1,548
- Winchester Hospital Flexible Pension Plan (MA) $237M · 2,089
Similar participant headcount
Nearest other-state filings by covered participants (5,239 participants); asset peers above are excluded.
- Firsthealth of the Carolinas, Inc. Matching Savings Plan (NC) 5,217 · 22 off
- William Marsh Rice University Supplemental 403(b) Plan (TX) 5,213 · 26 off
- Children's Hospital and Health System Shared Retirement Savings Plan (WI) 5,299 · 60 off
- Rady Children's Hospital- San Diego 403(b) Plan (CA) 5,308 · 69 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.