Defined Benefit (Pension) · DOL Form 5500 · 2023

Truman Medical Centers Pension Plan

Data updated 2026-08-25

$149M
Total assets Near avg plan size
911
Participants Near avg headcount
93rd
Percentile by assets National rank
$163,928
Avg per participant Above avg balance/head
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Official DOL plan name: Truman Medical Centers Cash Balance Retirement Plan · Sponsored by Truman Medical Centers · Missouri · Healthcare & Social Assistance

$149M in assets, 911 participants

Truman Medical Centers's Truman Medical Centers Cash Balance Retirement Plan reported $149M in total assets and 911 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,683 in Healthcare & Social Assistance (17,684 peers)

Where Truman Medical Centers Cash Balance Retirement Plan sits by assets

Truman Medical Centers Cash Balance Retirement Plan sits in the top 10% of all filed plans by assets, $149M for 911 participants (~$163,928/participant), up 1.9% in 2023.

#16,683
in Healthcare & Social Assistance (17,684 peers)
+1.9%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Truman Medical Centers Cash Balance Retirement Plan's outsized position by total assets

Truman Medical Centers Cash Balance Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$149,338,059 Top 7% higher than 93% 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

Truman Medical Centers Cash Balance Retirement 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. Truman Medical Centers Cash Balance Retirement Plan sits mid-pack in the medium band (911 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Truman Medical Centers Cash Balance Retirement Plan reported net income rose from -$32M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Truman Medical Centers Cash Balance Retirement Plan reported participants fell from 990 in the plan year 2022 filing to 911 in the plan year 2023 filing.
  • Truman Medical Centers Cash Balance Retirement Plan end-of-year assets rose from $147M in the plan year 2022 filing to $149M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 440661018 · Truman Medical Centers PY 2023 · Defined Benefit (Pension)

Truman Medical Centers Cash Balance Retirement Plan · $149M · 911 · 93rd

  • RANK $149M
  • PHOTO 911
  • IND 93rd
  • EOY Defined Benefit (Pension)
  • 5500 near Southern Alaska Carpenters Retirement Plan
  • ASSETS ind #16683

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 Missouri →

Truman Medical Centers Cash Balance Retirement Plan in the asset neighbourhood

Domtar US Hourly Pension Plan$149MTruman Medical Centers Cash Balance Retirement PlanTruman Medical Centers Cash …$149MSouthern Alaska Carpenters Retirement PlanSouthern Alaska Carpenters R…$149MThe American and National Leagues of Professional Baseball Clubs Retirement Income Plan for UmpiresThe American and National Le…$149MPmc Business Pension Plan$149M
End-of-year total assets ($M) among Truman Medical Centers Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$147M
Net Assets (End of Year)$149M
Net Income$3M
Employer EIN440661018
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truman Medical Centers)

Sponsor-wide plan assets over time

All Truman Medical Centers plans reported in each filing year

Latest sponsor-wide plan assets
$394M 15.288252306848008% vs 2022
2024 filing year
$320M$340M$360M$380M$400M$420M 202220232024 $342M $394M ▲ +15.3%
Year Plans Participants Total Assets
2022 2 5,270 $342M
2023 2 5,180 $397M
2024 2 5,506 $394M

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Truman Medical Centers Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Truman Medical Centers Cash Balance Retirement Plan, Total assets ($B): 0.149338059 · Participants: 911Truman Medical Centers Cash Balance Retirement PlanBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.787453474 · Participants: 30358Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.709766277 · Participants: 10156Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.457605028 · Participants: 14993Co-Op Retirement PlanEmerson Electric Company Retirement Plan, Total assets ($B): 3.376279254 · Participants: 2671Emerson Electric Company Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.265514848 · Participants: 11420Carpenters Pension Trust Fund of St. Louis
Truman Medical Centers Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Truman Medical Centers Cash Balance Retirement Plan side-by-side with 3 peers →

Truman Medical Centers Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Southern Alaska Carpenters Retirement Plan in WA ($149M); by covered participants it is Salaried Employee Pension Plan for Kapl Employees and Retirees in PA (909 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (911 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 Truman Medical Centers Cash Balance Retirement Plan assets move in 2023? ▼
Truman Medical Centers Cash Balance Retirement Plan edged up modestly - up 1.9% during 2023, from $147M to $149M. Reported net income was $3M.
How have Truman Medical Centers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truman Medical Centers's sponsor-wide assets grew 15.3%, from $342M to $394M.
Where does Truman Medical Centers Cash Balance Retirement Plan rank by assets among Form 5500 filers? ▼
Truman Medical Centers Cash Balance Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Truman Medical Centers Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southern Alaska Carpenters Retirement Plan in WA ($149M, 628 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Truman Medical Centers Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Salaried Employee Pension Plan for Kapl Employees and Retirees in PA (909 participants, $1.1B 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 440661018.

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.