Money Purchase · DOL Form 5500 · 2023
Navajo Health Foundation Dba Sage Memorial Hospital Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 224
- Participants
- 30th
- Percentile by assets
- $8,302
- Avg per participant
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, 224 participants
Navajo Health Foundation Dba Sage Memorial Hospital's Sage Memorial Hospital Pension Plan reported $2M in total assets and 224 participants in its 2023 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.
- 30th percentile by assets (of 127,072 plans)
- #4,939 in Healthcare & Social Assistance (17,684 peers)
Coverage in Arizona
Sage Memorial Hospital Pension Plan covers 224 participants in Arizona, about 40% of the average Arizona filer (state average ~564 per filing). Assets: $2M.
- $2M
- total plan assets (2023 EOY)
- 224
- covered participants
- 30th
- percentile by assets (of 127,072 plans)
- $8,302
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sage Memorial Hospital Pension Plan reported net income rose from -$163K in the plan year 2022 filing to $326K in the plan year 2023 filing.
- Sage Memorial Hospital Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Sage Memorial Hospital Pension Plan reported participants fell from 235 in the plan year 2022 filing to 224 in the plan year 2023 filing.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Sage Memorial Hospital Pension Plan reports 224 participants - about 40% of that state average ($2M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $326K |
| Employer EIN | 237314364 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Navajo Health Foundation Dba Sage Memorial Hospital)
| 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
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan $120M · 3,942
- IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity $38M · 1,484
- The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 $16M · 56
- Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan $15M · 543
- Benjamin E. Myers Money Purchase Pension Plan and Trust $9M · 1
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Sage Memorial Hospital Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Sage Memorial Hospital Pension Plan assets move in 2023? ▼
How have Navajo Health Foundation Dba Sage Memorial Hospital plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Sage Memorial Hospital Pension Plan? ▼
Next read for Sage Memorial Hospital Pension Plan
Filing takeaways
Ways to act on Sage Memorial Hospital Pension Plan's numbers.
- By total assets, Sage Memorial Hospital Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Arizona. Compare plans
- Navajo Health Foundation Dba Sage Memorial Hospital's sponsor-wide assets have grown 21.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans