Other · DOL Form 5500 · 2023
Monument Health, Inc. Retirement Plan
Data updated 2026-08-25
- $301M
- Total assets Above avg plan size
- 5,203
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $57,841
- Avg per participant Low balance/head
Official DOL plan name: Monument Health, Inc. 403(b) Plan · Sponsored by Monument Health, Inc. · South Dakota · Healthcare & Social Assistance
$301M in assets, 5,203 participants
Monument Health, Inc.'s Monument Health, Inc. 403(b) Plan reported $301M in total assets and 5,203 participants in its 2023 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.
- #17,069 in Healthcare & Social Assistance (17,684 peers)
Coverage in South Dakota
Monument Health, Inc. 403(b) Plan covers 5,203 participants in South Dakota, 15x the typical South Dakota plan (state average ~340 per filing). Assets: $301M.
- #17,069
- in Healthcare & Social Assistance (17,684 peers)
- +28.7%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Monument Health, Inc. 403(b) Plan's outsized position by total assets
Monument Health, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$300,945,116 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Monument Health, Inc. 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monument Health, Inc. 403(b) Plan lands in the large band (5,203 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Monument Health, Inc. 403(b) Plan reported net income rose from -$17M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Monument Health, Inc. 403(b) Plan end-of-year assets rose from $234M in the plan year 2022 filing to $301M in the plan year 2023 filing.
- Monument Health, Inc. 403(b) Plan reported participants fell from 5,239 in the plan year 2022 filing to 5,203 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 201487506 · Monument Health, Inc. PY 2023 · Other
Monument Health, Inc. 403(b) Plan · $301M · 5,203 · 96th
- EIN $301M
- EIN 5,203
- EIN 96th
- EIN Other
- EIN near Western University of Health Sciences 403(b) Plan
- EIN ind #17069
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 South Dakota →
Monument Health, Inc. 403(b) Plan in the asset neighbourhood
South Dakota filing particulars
| Total Assets (Beginning of Year) | $234M |
|---|---|
| Net Assets (End of Year) | $301M |
| Net Income | $67M |
| Employer EIN | 201487506 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monument Health, Inc.)
Sponsor-wide plan assets over time
All Monument Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $470M 41.0183996683738% vs 2022
- 2024 filing year
| 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.
- Prairie Lakes Healthcare System 403(b) Plan $51M · 647
- University of Sioux Falls 403(b) Plan $21M · 201
- Employee Benefit Plan of Mobridge Regional Hospital $19M · 247
- Dakota Wesleyan University Defined Contribution Plan $18M · 144
- Platte Health Center 403(b) Plan $12M · 176
Scale composition for Monument Health, Inc. 403(b) Plan
Monument Health, Inc. 403(b) Plan reports $301M in end-of-year assets across 5,203 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 $57,841 per participant (42% of the national average assets-per-participant) . Net income for plan year 2023 was $67M.
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 | Open filing |
| 2023 | 5,203 | $301M | This page |
| 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)
Monument Health, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside South Dakota, the nearest Other by assets is Western University of Health Sciences 403(b) Plan in CA ($301M); by covered participants it is Children's Hospital of Orange County Retirement Accumulation Plan in CA (5,197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($301M here).
- Western University of Health Sciences 403(b) Plan (CA) $301M · 1,423
- The Children's Hospital of Philadelphia Funded Retirement Savings Plan (PA) $300M · 15,845
- St. Olaf College 403(b) Retirement Plan (MN) $302M · 769
- Medical Faculty Associates 403(b) Plan (DC) $302M · 1,644
Similar participant headcount
Nearest other-state filings by covered participants (5,203 participants); asset peers above are excluded.
- Children's Hospital of Orange County Retirement Accumulation Plan (CA) 5,197 · 6 off
- Hartford Healthcare 403(b)Plan (CT) 5,192 · 11 off
- Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan (FL) 5,220 · 17 off
- University Health System, Inc. 403(b) Plan (TN) 5,227 · 24 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.