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
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.
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 EIN | 201487506 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monument Health, Inc.)
| 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
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Monument Health, Inc. 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Monument Health, Inc. 403(b) Plan assets move in 2022? ▼
How have Monument Health, Inc. plan assets changed over time? ▼
Where does Monument Health, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Monument Health, Inc. 403(b) Plan? ▼
Next read for Monument Health, Inc. 403(b) Plan
Filing takeaways
Ways to act on Monument Health, Inc. 403(b) Plan's numbers.
- By total assets, Monument Health, Inc. 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 South Dakota. Compare plans
- Monument Health, Inc.'s sponsor-wide assets have grown 41.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans