Other · DOL Form 5500 · 2023
Monroe Medical Foundation Inc Dba Monroe County Medical Center Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 237
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $44,478
- Avg per participant Low balance/head
Official DOL plan name: Monroe County Medical Center Retirement Plan · Sponsored by Monroe Medical Foundation Inc Dba Monroe County Medical Center · Kentucky · Healthcare & Social Assistance
$11M in assets, 237 participants
Monroe Medical Foundation Inc Dba Monroe County Medical Center's Monroe County Medical Center Retirement Plan reported $11M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,551 in Healthcare & Social Assistance (17,684 peers)
Coverage in Kentucky
Monroe County Medical Center Retirement Plan covers 237 participants in Kentucky, about 37% of the average Kentucky filer (state average ~647 per filing). Assets: $11M.
- #11,551
- in Healthcare & Social Assistance (17,684 peers)
- +22.5%
- assets growth YoY
Monroe County Medical Center Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Monroe County Medical Center Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,541,365 Top 40% higher than 60% 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
Monroe County Medical Center 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. Monroe County Medical Center Retirement Plan sits mid-pack in the medium band (237 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Monroe County Medical Center Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Monroe County Medical Center Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Monroe County Medical Center Retirement Plan reported participants fell from 250 in the plan year 2022 filing to 237 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 310949874 · Monroe Medical Foundation Inc Dba Monroe County Medical Center PY 2023 · Other
Monroe County Medical Center Retirement Plan · $11M · 237 · 60th
- NET $11M
- NET 237
- NET 60th
- NET Other
- NET near Park School of Buffalo 403b DC Plan
- NET ind #11551
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 Kentucky →
Monroe County Medical Center Retirement Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 310949874 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monroe Medical Foundation Inc Dba Monroe County Medical Center)
Sponsor-wide plan assets over time
All Monroe Medical Foundation Inc Dba Monroe County Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 36.53226170052258% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 250 | $9M |
| 2023 | 1 | 237 | $11M |
| 2024 | 1 | 230 | $12M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.9B · 20,109
- Baptist Health Thrift Plan $1.1B · 790
- Electrical Workers Local 369 Retirement Fund $488M · 3,313
- Emh Retirement Savings Plan $179M · 1,706
- Owensboro Health 403(b) Safe Harbor Plan $169M · 3,768
Monroe County Medical Center Retirement Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Park School of Buffalo 403b DC Plan in NY ($11M); by covered participants it is Clark Fork Valley Hospital 403(b) Plan in MT (237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Park School of Buffalo 403b DC Plan (NY) $11M · 90
- The Fortune Society Tax Sheltered Annuity (NY) $11M · 448
- Generation US Retirement Plan (ME) $11M · 184
- Medical Care Development, Inc. 403(b) Plan (ME) $11M · 140
Similar participant headcount
Nearest other-state filings by covered participants (237 participants); asset peers above are excluded.
- Clark Fork Valley Hospital 403(b) Plan (MT) 237 · 0 off
- Choptank Health Retirement Savings Plan (MD) 237 · 0 off
- Asian Community Center of Sacramento Valley 403(b) Plan (CA) 237 · 0 off
- C.E.F.S. Economic Opportunity Corporation Plan (IL) 237 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.