Other · DOL Form 5500 · 2022

Monument Health, Inc. Retirement Plan

Data updated 2026-08-11

$234M
Total assets
5,239
Participants
96th
Percentile by assets
$44,624
Avg per participant
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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.

  • 96th percentile by assets (of 139,126 plans)
  • #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.

$234M
total plan assets (2022 EOY)
5,239
covered participants
96th
percentile by assets (of 139,126 plans)
$44,624
avg assets per participant

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.

Where Monument Health, Inc. 403(b) Plan sits 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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
South Dakota
Industry
Healthcare & Social Assistance

Participants vs South Dakota filers

In South Dakota, the average filing covers about 340 participants across 321 plans. Monument Health, Inc. 403(b) Plan reports 5,239 participants - 15x that state average ($234M EOY assets).

South Dakota filing particulars

Total Assets (Beginning of Year)$251M
Net Assets (End of Year)$234M
Net Income-$17M
Employer EIN201487506
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monument Health, Inc.)

$300M$350M$400M$450M$500M 202220232024 $333M $470M ▲ +41.0%
Total plan assets by year, all Monument Health, Inc. plans on file
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.

Monument Health, Inc. 403(b) Plan vs. nearby Other plans in South Dakota, assets vs. participants

Monument Health, Inc. 403(b) Plan vs. nearby Other plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50050100150200250 Total assets ($M) Participants Monument Health, Inc…Prairie Lakes Health…University of Sioux …Dakota Wesleyan Univ…Employee Benefit Pla…Platte Health Center…
Monument Health, Inc. 403(b) Plan vs. nearby Other plans in South Dakota, assets vs. participants
Compare Monument Health, Inc. 403(b) Plan side-by-side with 3 peers →

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:

Similar-Sized Other Plans Nationally

Other plans in other states closest to Monument Health, Inc. 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Monument Health, Inc. 403(b) Plan assets move in 2022? ▼
Monument Health, Inc. 403(b) Plan pulled back noticeably - down 6.7% during 2022, from $251M to $234M. Reported net income was -$17M.
How have Monument Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monument Health, Inc.'s sponsor-wide assets grew 41.0%, from $333M to $470M.
Where does Monument Health, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Monument Health, Inc. 403(b) Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Monument Health, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees in NY ($234M, 1,010 participants).

Next read for Monument Health, Inc. 403(b) Plan

Filing takeaways

Ways to act on Monument Health, Inc. 403(b) Plan's numbers.

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 201487506.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.