Other · DOL Form 5500 · 2023
Munson Healthcare Retirement Plan
Data updated 2026-08-11
- $436M
- Total assets
- 8,262
- Participants
- 97th
- Percentile by assets
- $52,789
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $436M
- total plan assets (2023 EOY)
- 8,262
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $52,789
- avg assets per participant
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.
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. Munson 403(b) Plan reports 8,262 participants - 13x that state average ($436M EOY assets).
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)
| 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.
Munson 403(b) Plan vs. nearby Other plans in Michigan, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Munson 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Munson 403(b) Plan assets move in 2023? ▼
How have Munson Healthcare plan assets changed over time? ▼
Where does Munson 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Munson 403(b) Plan? ▼
Next read for Munson 403(b) Plan
Filing takeaways
Ways to act on Munson 403(b) Plan's numbers.
- By total assets, Munson 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Michigan. Compare plans
- Munson Healthcare's sponsor-wide assets have grown 23.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans