Defined Benefit (Pension) · DOL Form 5500 · 2023

Munson Healthcare Pension Plan

Data updated 2026-08-25

$365M
Total assets Above avg plan size
924
Participants Near avg headcount
97th
Percentile by assets National rank
$394,546
Avg per participant High balance/head
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Official DOL plan name: Munson Retirement Plan · Sponsored by Munson Healthcare · Michigan · Management of Enterprises

$365M in assets, 924 participants

Munson Healthcare's Munson Retirement Plan reported $365M in total assets and 924 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.

  • #1,006 in Management of Enterprises (1,137 peers)

Where Munson Retirement Plan sits by assets

Munson Retirement Plan sits in the top 5% of all filed plans by assets, $365M for 924 participants (~$394,546/participant), up 10.4% in 2023.

#1,006
in Management of Enterprises (1,137 peers)
+10.4%
assets growth YoY
3.7×
vs typical plan assets (national mean)

Munson Retirement Plan's outsized position by total assets

Munson Retirement Plan vs every filed plan by assets

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

$364,560,734 Top 3% higher than 97% 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

Munson 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. Munson Retirement Plan sits mid-pack in the medium band (924 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Munson Retirement Plan reported net income rose from -$72M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Munson Retirement Plan end-of-year assets rose from $330M in the plan year 2022 filing to $365M in the plan year 2023 filing.
  • Munson Retirement Plan reported participants fell from 1,018 in the plan year 2022 filing to 924 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 382640544 · Munson Healthcare PY 2023 · Defined Benefit (Pension)

Munson Retirement Plan · $365M · 924 · 97th

  • EBSA $365M
  • PART 924
  • TYPE 97th
  • NET Defined Benefit (Pension)
  • BOOK near Retirement Income Plan for the Employees of National Railroad Passenger Corporation
  • VS-ST ind #1006

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 Management of Enterprises retirement plans → · Plans in Michigan →

Munson Retirement Plan in the asset neighbourhood

Sheet Metal Workers' Local 10 Pension FundSheet Metal Workers' Local 1…$366MRetirement Income Plan for the Employees of National Railroad Passenger CorporationRetirement Income Plan for t…$365MMunson Retirement Plan$365MColumbia Energy Group Pension PlanColumbia Energy Group Pensio…$364MThe Hanover Insurance Group Cash Balance Pension PlanThe Hanover Insurance Group …$363M
End-of-year total assets ($M) among Munson 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)$330M
Net Assets (End of Year)$364M
Net Income$34M
Employer EIN382640544
Plan Effective Date1961-01-01
Filing StatusFILING 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
$700M$800M$900M$1,000M 202220232024 $797M $981M ▲ +23.1%
Year Plans Participants Total Assets
2022 3 17,208 $797M
2023 3 17,607 $908M
2024 3 17,613 $981M

Nearby Defined Benefit (Pension) Plans in Michigan

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

Munson Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Munson Retirement Plan, Total assets ($B): 0.364560734 · Participants: 924Munson Retirement PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
Munson Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Munson Retirement Plan side-by-side with 3 peers →

Munson Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for the Employees of National Railroad Passenger Corporation in DC ($365M); by covered participants it is Cooper Tire & Rubber Company Spectrum Retirement Plan in OH (923 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (924 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 Munson Retirement Plan assets move in 2023? ▼
Munson Retirement Plan grew at a solid clip - up 10.4% during 2023, from $330M to $365M. Reported net income was $34M.
How have Munson Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Munson Healthcare's sponsor-wide assets grew 23.1%, from $797M to $981M.
Where does Munson Retirement Plan rank by assets among Form 5500 filers? ▼
Munson Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Munson Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for the Employees of National Railroad Passenger Corporation in DC ($365M, 1,125 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Munson Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cooper Tire & Rubber Company Spectrum Retirement Plan in OH (923 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 382640544.

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.