Other · DOL Form 5500 · 2023
Munson Healthcare Retirement Plan
Data updated 2026-08-25
- $436M
- Total assets Above avg plan size
- 8,262
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $52,789
- Avg per participant Low balance/head
Official DOL plan name: Munson 403(b) Plan · Sponsored by Munson Healthcare · Michigan · Healthcare & Social Assistance
$436M in assets, 8,262 participants
Munson Healthcare's Munson 403(b) Plan reported $436M in total assets and 8,262 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,212 in Healthcare & Social Assistance (17,684 peers)
Coverage in Michigan
Munson 403(b) Plan covers 8,262 participants in Michigan, 13x the typical Michigan plan (state average ~638 per filing). Assets: $436M.
- #17,212
- in Healthcare & Social Assistance (17,684 peers)
- +15.6%
- assets growth YoY
- 4.4×
- vs typical plan assets (national mean)
Munson 403(b) Plan's outsized position by total assets
Munson 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$436,143,226 Top 3% higher than 97% 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
Munson 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. Munson 403(b) Plan lands in the large band (8,262 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Munson 403(b) Plan reported net income rose from -$64M in the plan year 2022 filing to $59M in the plan year 2023 filing.
- Munson 403(b) Plan end-of-year assets rose from $377M in the plan year 2022 filing to $436M in the plan year 2023 filing.
- Munson 403(b) Plan reported participants rose from 8,025 in the plan year 2022 filing to 8,262 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 382640544 · Munson Healthcare PY 2023 · Other
Munson 403(b) Plan · $436M · 8,262 · 97th
- EBSA $436M
- PART 8,262
- TYPE 97th
- NET Other
- BOOK near University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan
- VS-ST ind #17212
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 Michigan →
Munson 403(b) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $377M |
|---|---|
| Net Assets (End of Year) | $436M |
| Net Income | $59M |
| Employer EIN | 382640544 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Munson Healthcare)
Sponsor-wide plan assets over time
All Munson Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $981M 23.14078739908841% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 17,208 | $797M |
| 2023 | 3 | 17,607 | $908M |
| 2024 | 3 | 17,613 | $981M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.8B · 16,630
- Fca US LLC UAW Savings Plan $4.7B · 49,473
- Beaumont Health 403(b) Retirement Savings Plan $2.6B · 33,717
- Henry Ford Health System Heritage 403(b) Plan $1.3B · 15,298
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan $1.0B · 8,357
Scale composition for Munson 403(b) Plan
Munson 403(b) Plan reports $436M in end-of-year assets across 8,262 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $52,789 per participant (38% of the national average assets-per-participant) . Net income for plan year 2023 was $59M.
This plan identity (EIN 382640544, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $377M to $486M (+28.7%) while covered participants moved from 8,025 to 8,308 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,025 | $377M | Open filing |
| 2023 | 8,262 | $436M | This page |
| 2024 · index core | 8,308 | $486M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Munson 403(b) Plan (Other, $486M, 8,308 participants)
- Munson Retirement Plan (Defined Benefit (Pension), $371M, 826 participants)
- Munson 401(k) Plan (401(k), $124M, 8,479 participants)
Munson 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan in CT ($435M); by covered participants it is Merakey 403(b) Plan in PA (8,260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($436M here).
- University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan (CT) $435M · 876
- Seattle University Employees Retirement Plan (WA) $434M · 2,067
- Adelphi University Defined Contribution Retirement Plan (NY) $439M · 1,225
- The University of Chicago Medical Center Supplemental Retirement Annuity Plan (IL) $432M · 10,942
Similar participant headcount
Nearest other-state filings by covered participants (8,262 participants); asset peers above are excluded.
- Merakey 403(b) Plan (PA) 8,260 · 2 off
- The University of Chicago Supplemental Retirement Plan (IL) 8,254 · 8 off
- Caltech Voluntary Retirement Plan (CA) 8,281 · 19 off
- Cook Children's Health Care System Retirement Plan (TX) 8,218 · 44 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.