Other · DOL Form 5500 · 2022

Monadnock Family Services Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
180
Participants Small participant base
46th
Percentile by assets National rank
$22,358
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Monadnock Family Services Tax Sheltered 403(b) Plan · Sponsored by Monadnock Family Services · New Hampshire · Healthcare & Social Assistance

$4M in assets, 180 participants

Monadnock Family Services's Monadnock Family Services Tax Sheltered 403(b) Plan reported $4M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #10,269 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Monadnock Family Services Tax Sheltered 403(b) Plan grew at a solid clip 14.5% in 2022 ($4M → $4M) for 180 participants.

#10,269
in Healthcare & Social Assistance (20,060 peers)
+14.5%
assets growth YoY

Monadnock Family Services Tax Sheltered 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Monadnock Family Services Tax Sheltered 403(b) Plan vs every filed plan by assets

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

$4,024,396 46th percentile higher than 46% 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

Monadnock Family Services Tax Sheltered 403(b) 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. Monadnock Family Services Tax Sheltered 403(b) Plan sits mid-pack in the medium band (180 participants).

Published 5500 schedule card

Filing strip 026012230 · Monadnock Family Services PY 2022 · Other

Monadnock Family Services Tax Sheltered 403(b) Plan · $4M · 180 · 46th

  • BOOK $4M
  • VS-ST 180
  • BOY 46th
  • SCH Other
  • EBSA near Friendship Manor Inc. Employees Pension Plan
  • PART ind #10269

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 New Hampshire →

Monadnock Family Services Tax Sheltered 403(b) Plan in the asset neighbourhood

Friendship Manor Inc. Employees Pension PlanFriendship Manor Inc. Employ…$4MCommquest Services, Inc. 403(b) PlanCommquest Services, Inc. 403…$4MAfter-School All-Stars 403(b) Retirement PlanAfter-School All-Stars 403(b…$4MMonadnock Family Services Tax Sheltered 403(b) PlanMonadnock Family Services Ta…$4MRandolph Health 403(b) Plan$4M
End-of-year total assets ($M) among Monadnock Family Services Tax Sheltered 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Monadnock Family Services years around the 2022 move

Sponsor-wide plan assets over time

All Monadnock Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.4569411161327066% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M 202220232024 $4.02M $3.89M ▼ -3.2%
Year Plans Participants Total Assets
2022 1 180 $4M
2023 1 193 $4M
2024 1 166 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$511K
Employer EIN026012230
Plan Effective Date1978-06-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Hampshire

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

Monadnock Family Services Tax Sheltered 403(b) Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Monadnock Family Services Tax Sheltered 403(b) Plan, Total assets ($M): 4.024396 · Participants: 180Monadnock Family Services Tax Sheltered 403(b) PlanDartmouth-Hitchcock Employee Investment Plan, Total assets ($M): 971.497026 · Participants: 10713Dartmouth-Hitchcock Employee Investment PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($M): 848.987653 · Participants: 3980Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($M): 340.679016 · Participants: 4670Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($M): 328.833809 · Participants: 77403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($M): 241.794072 · Participants: 2558Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
Monadnock Family Services Tax Sheltered 403(b) Plan vs. nearby Other plans in New Hampshire, assets vs. participants

Monadnock Family Services Tax Sheltered 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is Friendship Manor Inc. Employees Pension Plan in IL ($4M); by covered participants it is Hospice of the Good Shepherd, Inc. 403(b) Plan in MA (180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Monadnock Family Services Tax Sheltered 403(b) Plan assets move in 2022?
Monadnock Family Services Tax Sheltered 403(b) Plan grew at a solid clip - up 14.5% during 2022, from $4M to $4M. Reported net income was $511K.
How have Monadnock Family Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Monadnock Family Services's sponsor-wide assets declined 3.5%, from $4M to $4M.
Which Other plans are similar in size to Monadnock Family Services Tax Sheltered 403(b) Plan?
Among Other plans in other states, the closest by assets is Friendship Manor Inc. Employees Pension Plan in IL ($4M, 235 participants).
Which Other plans cover a similar participant headcount to Monadnock Family Services Tax Sheltered 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Hospice of the Good Shepherd, Inc. 403(b) Plan in MA (180 participants, $6M in assets).