Money Purchase · DOL Form 5500 · 2023

Navajo Health Foundation Dba Sage Memorial Hospital Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
224
Participants Below avg headcount
30th
Percentile by assets National rank
$8,302
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, 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.

  • #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.

#4,939
in Healthcare & Social Assistance (17,684 peers)
+21.3%
assets growth YoY

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 2023 · DOL Form 5500

$1,859,563 30th percentile higher than 30% of 127,068 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 2023

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

Plan-year 2023 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 (224 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 237314364 · Navajo Health Foundation Dba Sage Memorial Hospital PY 2023 · Money Purchase

Sage Memorial Hospital Pension Plan · $2M · 224 · 30th

  • VS-ST $2M
  • VS-ST 224
  • VS-ST 30th
  • VS-ST Money Purchase
  • VS-ST near City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan
  • VS-ST ind #4939

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

Tyack Valuation Consultants Profit Sharing PlanTyack Valuation Consultants …$2MSage Memorial Hospital Pension PlanSage Memorial Hospital Pensi…$2MCity of Haleyville Water Works & Sewer Board Employee Money Purchase Pension PlanCity of Haleyville Water Wor…$2MLoberg & Loberg Money Purchase PlanLoberg & Loberg Money Purcha…$2MLugert Altus Irrigation District Retirement PlanLugert Altus Irrigation Dist…$2M
End-of-year total assets ($M) among Sage Memorial Hospital Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$326K
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. -1000010002000300040005000 -50050100150 Total assets ($M) Participants Sage Memorial Hospital Pension Plan, Total assets ($M): 1.859563 · Participants: 224Sage Memorial Hospital Pension PlanIBEW Local No 640 & Az Chapter NECA Defined Contribution Plan, Total assets ($M): 119.725104 · Participants: 3942IBEW Local No 640 & Az Chapter NECA Defined Contribution PlanIBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity, Total assets ($M): 38.400558 · Participants: 1484IBEW Local Nos 570 & 518 and Southern Az Chap NECA AnnuityThe Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1, Total assets ($M): 16.080018 · Participants: 56The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan, Total assets ($M): 14.606621 · Participants: 543Operative Plasterers and Cement Masons Local 394 Defined Contribution PlanBenjamin E. Myers Money Purchase Pension Plan and Trust, Total assets ($M): 8.705025 · 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 City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan in AL ($2M); by covered participants it is Irish Davis-Bacon Pension Plan and Trust in CA (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Sage Memorial Hospital Pension Plan grew sharply - up 21.3% during 2023, from $2M to $2M. Reported net income was $326K.
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 City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan in AL ($2M, 18 participants).
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 Irish Davis-Bacon Pension Plan and Trust in CA (225 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.