Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

MUNSON 403(B) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

MUNSON HEALTHCARE

This Profit Sharing plan holds $486M in total assets and serves 8,308 participants as of 2024. It is sponsored by MUNSON HEALTHCARE in Michigan. The plan reported positive net income of $50M for the year.

Total Assets (2023)
$486M
Participants
8,308
State
Industry
Healthcare & Social Assistance

What the Filing Says About MUNSON 403(B) PLAN

MUNSON 403(B) PLAN is a Profit Sharing retirement plan sponsored by MUNSON HEALTHCARE, headquartered in Michigan. As of the 2024 Form 5500 filing, the plan reports $486M in total end-of-year assets and covers 8,308 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 382640544, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $436M at the beginning of 2024 to $486M at year-end — a gain of 11.4%. Net assets (after liabilities) closed the year at $486M, with reported net income of $50M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$436M
Total Assets (End of Year)$486M
Net Assets (End of Year)$486M
Net Income$50M
Plan TypeProfit Sharing
Employer EIN382640544
Plan Effective Date1987-01-01
Filing StatusFILING 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 Profit Sharing Plans in Michigan

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the MUNSON 403(B) PLAN?
As of the 2024 Form 5500 filing, MUNSON 403(B) PLAN holds $486M in total assets with 8,308 participants. It is sponsored by MUNSON HEALTHCARE.
What type of plan is MUNSON 403(B) PLAN?
MUNSON 403(B) PLAN is a Profit Sharing plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 382640544.
Who sponsors the MUNSON 403(B) PLAN?
MUNSON 403(B) PLAN is sponsored by MUNSON HEALTHCARE, located in Michigan. The sponsor's EIN is 382640544 and the plan operates in the Healthcare & Social Assistance industry.
How did MUNSON 403(B) PLAN perform in 2024?
MUNSON 403(B) PLAN grew by 11.4% during 2024, moving from $436M to $486M in total assets. Net income was $50M.
Where can I find official filings for MUNSON 403(B) PLAN?
Official Form 5500 filings for MUNSON 403(B) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 382640544 or plan name at efast.dol.gov.
How does MUNSON 403(B) PLAN compare to other plans?
You can compare MUNSON 403(B) PLAN against other Profit Sharing plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 382640544.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.