Defined Benefit (Pension) · DOL Form 5500 · 2023

Monument Health, Inc. Pension Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
3,078
Participants Above avg headcount
92nd
Percentile by assets National rank
$34,470
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Monument Health, Inc. Pension Plan · Sponsored by Monument Health, Inc. · South Dakota · Healthcare & Social Assistance

$106M in assets, 3,078 participants

Monument Health, Inc.'s Monument Health, Inc. Pension Plan reported $106M in total assets and 3,078 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,393 in Healthcare & Social Assistance (17,684 peers)

Coverage in South Dakota

Monument Health, Inc. Pension Plan covers 3,078 participants in South Dakota, 9.1x the typical South Dakota plan (state average ~340 per filing). Assets: $106M.

#16,393
in Healthcare & Social Assistance (17,684 peers)
+7.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Monument Health, Inc. Pension Plan's outsized position by total assets

Monument Health, Inc. Pension Plan vs every filed plan by assets

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

$106,098,481 Top 8% higher than 92% 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

Monument Health, Inc. Pension 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. Pension Plan lands in the large band (3,078 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monument Health, Inc. Pension Plan reported net income rose from -$20M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Monument Health, Inc. Pension Plan reported participants fell from 3,417 in the plan year 2022 filing to 3,078 in the plan year 2023 filing.
  • Monument Health, Inc. Pension Plan end-of-year assets rose from $99M in the plan year 2022 filing to $106M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 201487506 · Monument Health, Inc. PY 2023 · Defined Benefit (Pension)

Monument Health, Inc. Pension Plan · $106M · 3,078 · 92nd

  • ASSETS $106M
  • ASSETS 3,078
  • ASSETS 92nd
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Southwest Retirement and Cash Balance Plan
  • ASSETS ind #16393

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. Pension Plan in the asset neighbourhood

Spire Retirement Income Plan$106MClark Equipment Company Retirement Plan (Plan 50)Clark Equipment Company Reti…$106MMonument Health, Inc. Pension PlanMonument Health, Inc. Pensio…$106MSouthwest Retirement and Cash Balance PlanSouthwest Retirement and Cas…$106MDistributors Association Warehousemen's Pension TrustDistributors Association War…$106M
End-of-year total assets ($M) among Monument Health, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

South Dakota filing particulars

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$106M
Net Income$7M
Employer EIN201487506
Plan Effective Date1975-02-15
Filing StatusFILING 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
$300M$350M$400M$450M$500M 202220232024 $333M $470M ▲ +41.0%
Year Plans Participants Total Assets
2022 2 8,656 $333M
2023 2 8,281 $407M
2024 2 7,987 $470M

Nearby Defined Benefit (Pension) Plans in South Dakota

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

Monument Health, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in South Dakota, assets vs. participants Scatter plot of 5 data points. -100001000200030004000 0100200300400 Total assets ($M) Participants Monument Health, Inc. Pension Plan, Total assets ($M): 106.098481 · Participants: 3078Monument Health, Inc. Pension PlanBlack Hills Retirement Plan, Total assets ($M): 310.761794 · Participants: 776Black Hills Retirement PlanSanford Health Employees' Pension Plan, Total assets ($M): 236.364076 · Participants: 376Sanford Health Employees' Pension PlanBakers Local No 433 Pension Plan, Total assets ($M): 146.452409 · Participants: 0Bakers Local No 433 Pension PlanGcc Dacotah, Inc. Defined Benefit Pension Plan, Total assets ($M): 25.177823 · Participants: 37Gcc Dacotah, Inc. Defined Benefit Pension Plan
Monument Health, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in South Dakota, assets vs. participants
Compare Monument Health, Inc. Pension Plan side-by-side with 3 peers →

Monument Health, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside South Dakota, the nearest Defined Benefit (Pension) by assets is Southwest Retirement and Cash Balance Plan in OH ($106M); by covered participants it is Operating Engineers Local 101 Pension Fund in MO (3,077 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,078 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 Monument Health, Inc. Pension Plan assets move in 2023? ▼
Monument Health, Inc. Pension Plan grew at a solid clip - up 7.0% during 2023, from $99M to $106M. Reported net income was $7M.
How have Monument Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monument Health, Inc.'s sponsor-wide assets grew 41.0%, from $333M to $470M.
Where does Monument Health, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Monument Health, Inc. Pension Plan ranks in the 92nd 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 Monument Health, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southwest Retirement and Cash Balance Plan in OH ($106M, 1,032 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Monument Health, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Operating Engineers Local 101 Pension Fund in MO (3,077 participants, $930M 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 201487506.

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.