Money Purchase · DOL Form 5500 · 2022

Navajo Health Foundation Dba Sage Memorial Hospital Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
235
Participants Below avg headcount
30th
Percentile by assets National rank
$6,524
Avg per participant Low balance/head
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Official DOL plan name: Sage Memorial Hospital Pension Plan · Sponsored by Navajo Health Foundation Dba Sage Memorial Hospital · Arizona · Healthcare & Social Assistance

$2M in assets, 235 participants

Navajo Health Foundation Dba Sage Memorial Hospital's Sage Memorial Hospital Pension Plan reported $2M in total assets and 235 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,865 in Healthcare & Social Assistance (20,060 peers)

Coverage in Arizona

Sage Memorial Hospital Pension Plan covers 235 participants in Arizona, about 42% of the average Arizona filer (state average ~564 per filing). Assets: $2M.

#5,865
in Healthcare & Social Assistance (20,060 peers)
-9.6%
assets change YoY

The plan reported a net loss of $163K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sage Memorial Hospital Pension Plan among the smaller filed plans by assets

Sage Memorial Hospital Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,533,234 30th percentile higher than 30% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Sage Memorial Hospital Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sage Memorial Hospital Pension Plan sits mid-pack in the medium band (235 participants).

DOL schedule card

Filing strip 237314364 · Navajo Health Foundation Dba Sage Memorial Hospital PY 2022 · Money Purchase

Sage Memorial Hospital Pension Plan · $2M · 235 · 30th

  • VS-ST $2M
  • BOY 235
  • SCH 30th
  • EBSA Money Purchase
  • PART near Bashyam Madhavan Money Purchase Plan & Trust
  • TYPE ind #5865

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 Arizona →

Sage Memorial Hospital Pension Plan in the asset neighbourhood

Hylton S Petit Jr Money Purchase PlanHylton S Petit Jr Money Purc…$2MWindsor Anaesthesia Medical Group, Inc. Money Purchase Pension PlanWindsor Anaesthesia Medical …$2MSage Memorial Hospital Pension PlanSage Memorial Hospital Pensi…$2MBashyam Madhavan Money Purchase Plan & TrustBashyam Madhavan Money Purch…$2MHillsdale Elevator Company Defined Contribution Pension Plan and TrustHillsdale Elevator Company D…$2M
End-of-year total assets ($M) among Sage Memorial Hospital Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$163K
Employer EIN237314364
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navajo Health Foundation Dba Sage Memorial Hospital)

Sponsor-wide plan assets over time

All Navajo Health Foundation Dba Sage Memorial Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$4M 21.32713737814123% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.56M $4.31M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 470 $4M
2023 2 472 $4M
2024 2 510 $4M

Nearby Money Purchase Plans in Arizona

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Sage Memorial Hospital Pension Plan vs. nearby Money Purchase plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50050100150 Total assets ($M) Participants Sage Memorial Hospital Pension Plan, Total assets ($M): 1.533234 · Participants: 235Sage Memorial Hospital Pension PlanIBEW Local No 640 & Az Chapter NECA Defined Contribution Plan, Total assets ($M): 100.532563 · Participants: 3763IBEW Local No 640 & Az Chapter NECA Defined Contribution PlanIBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan, Total assets ($M): 32.963564 · Participants: 1391IBEW Local 570 & 518 and Southern Az Chap NECA Annuity PlanThe Institute for Supply Management Tiaa-Cref Retirement Plan No. 1, Total assets ($M): 14.149916 · Participants: 47The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan, Total assets ($M): 13.236619 · Participants: 538Operative Plasterers and Cement Masons Local 394 Defined Contribution PlanBenjamin E. Myers Money Purchase Pension Plan and Trust, Total assets ($M): 8.284714 · Participants: 1Benjamin E. Myers Money Purchase Pension Plan and Trust
Sage Memorial Hospital Pension Plan vs. nearby Money Purchase plans in Arizona, assets vs. participants
Compare Sage Memorial Hospital Pension Plan side-by-side with 3 peers →

Sage Memorial Hospital Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Arizona, the nearest Money Purchase by assets is Bashyam Madhavan Money Purchase Plan & Trust in IL ($2M); by covered participants it is West Virginia University Medical Corp. Charleston Division Retirement Plan in WV (236 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sage Memorial Hospital Pension Plan assets move in 2022? ▼
Sage Memorial Hospital Pension Plan pulled back noticeably - down 9.6% during 2022, from $2M to $2M. Reported net income was -$163K.
How have Navajo Health Foundation Dba Sage Memorial Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navajo Health Foundation Dba Sage Memorial Hospital's sponsor-wide assets grew 21.3%, from $4M to $4M.
Which Money Purchase plans are similar in size to Sage Memorial Hospital Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Bashyam Madhavan Money Purchase Plan & Trust in IL ($2M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Sage Memorial Hospital Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is West Virginia University Medical Corp. Charleston Division Retirement Plan in WV (236 participants, $51M in assets).

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 237314364.

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.