Defined Benefit (Pension) · DOL Form 5500 · 2024

Munson Healthcare Pension Plan

Data updated 2026-08-25

$371M
Total assets Above avg plan size
826
Participants Near avg headcount
96th
Percentile by assets National rank
$449,395
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

$371M in assets, 826 participants

Munson Healthcare's Munson Retirement Plan reported $371M in total assets and 826 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #1,007 in Management of Enterprises (1,133 peers)

Where Munson Retirement Plan sits by assets

Munson Retirement Plan sits in the top 5% of all filed plans by assets, $371M for 826 participants (~$449,395/participant), up 1.8% in 2024.

#1,007
in Management of Enterprises (1,133 peers)
+1.8%
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 2024 · DOL Form 5500

$371,200,123 Top 4% higher than 96% of 123,620 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 2024

Munson Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 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 (826 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Munson Retirement Plan reported net income fell from $34M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Munson Retirement Plan reported participants fell from 924 in the plan year 2023 filing to 826 in the plan year 2024 filing.
  • Munson Retirement Plan end-of-year assets rose from $365M in the plan year 2023 filing to $371M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 382640544 · Munson Healthcare PY 2024 · Defined Benefit (Pension)

Munson Retirement Plan · $371M · 826 · 96th

  • BOY $371M
  • BOY 826
  • BOY 96th
  • BOY Defined Benefit (Pension)
  • BOY near New Jersey Education Association Employees' Retirement and Trust Fund
  • BOY ind #1007

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

Chicago Area Ib of T Pension Trust FundChicago Area Ib of T Pension…$373MDover Corporation Pension PlanDover Corporation Pension Pl…$372MNew Jersey Education Association Employees' Retirement and Trust FundNew Jersey Education Associa…$371MMunson Retirement Plan$371MPension Plan for Employees of the Service Employee Int'l UnionPension Plan for Employees o…$371M
End-of-year total assets ($M) among Munson Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$365M
Net Assets (End of Year)$371M
Net Income$7M
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): 0.371200123 · Participants: 826Munson Retirement PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 42.453822995 · Participants: 15648General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 17.842898898 · Participants: 25742Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.116125366 · Participants: 8585Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 10.930410978 · Participants: 6888Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 10.255300049 · Participants: 12752Fca 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 New Jersey Education Association Employees' Retirement and Trust Fund in NJ ($371M); by covered participants it is Permanente Physicians Retirement Plan for Cpmg in CA (826 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (826 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Munson Retirement Plan edged up modestly - up 1.8% during 2024, from $365M to $371M. Reported net income was $7M.
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 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 New Jersey Education Association Employees' Retirement and Trust Fund in NJ ($371M, 236 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 Permanente Physicians Retirement Plan for Cpmg in CA (826 participants, $650M in assets).

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.

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.