Other · DOL Form 5500 · 2024
Monument Health, Inc. Retirement Plan
Data updated 2026-08-25
- $365M
- Total assets Above avg plan size
- 5,261
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $69,336
- Avg per participant Below avg balance/head
Official DOL plan name: Monument Health, Inc. 403(b) Plan · Sponsored by Monument Health, Inc. · South Dakota · Healthcare & Social Assistance
$365M in assets, 5,261 participants
Monument Health, Inc.'s Monument Health, Inc. 403(b) Plan reported $365M in total assets and 5,261 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.
- #16,329 in Healthcare & Social Assistance (16,916 peers)
Coverage in South Dakota
Monument Health, Inc. 403(b) Plan covers 5,261 participants in South Dakota, 15x the typical South Dakota plan (state average ~340 per filing). Assets: $365M.
- #16,329
- in Healthcare & Social Assistance (16,916 peers)
- +21.2%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
Monument Health, Inc. 403(b) Plan's outsized position by total assets
Monument Health, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$364,776,662 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Monument Health, Inc. 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monument Health, Inc. 403(b) Plan lands in the large band (5,261 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monument Health, Inc. 403(b) Plan end-of-year assets rose from $301M in the plan year 2023 filing to $365M in the plan year 2024 filing.
- Monument Health, Inc. 403(b) Plan reported net income fell from $67M in the plan year 2023 filing to $64M in the plan year 2024 filing.
- Monument Health, Inc. 403(b) Plan reported participants rose from 5,203 in the plan year 2023 filing to 5,261 in the plan year 2024 filing.
DOL schedule card
Filing strip 201487506 · Monument Health, Inc. PY 2024 · Other
Monument Health, Inc. 403(b) Plan · $365M · 5,261 · 96th
- RANK $365M
- RANK 5,261
- RANK 96th
- RANK Other
- RANK near Excela Health 403(b) Retirement Plan
- RANK ind #16329
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. 403(b) Plan in the asset neighbourhood
South Dakota filing particulars
| Total Assets (Beginning of Year) | $301M |
|---|---|
| Net Assets (End of Year) | $365M |
| Net Income | $64M |
| Employer EIN | 201487506 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,656 | $333M |
| 2023 | 2 | 8,281 | $407M |
| 2024 | 2 | 7,987 | $470M |
Nearby Other Plans in South Dakota
Peer Other plans, same state, same plan type, ranked by total assets.
- Prairie Lakes Healthcare System 403(b) Plan $62M · 780
- Employee Benefit Plan of Mobridge Regional Hospital $24M · 246
- University of Sioux Falls 403(b) Plan $22M · 328
- Dakota Wesleyan University Defined Contribution Plan $19M · 141
- Platte Health Center 403(b) Plan $14M · 167
Scale composition for Monument Health, Inc. 403(b) Plan
Monument Health, Inc. 403(b) Plan reports $365M in end-of-year assets across 5,261 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $69,336 per participant (50% of the national average assets-per-participant) . Net income for plan year 2024 was $64M.
This plan identity (EIN 201487506, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $234M to $365M (+56.0%) while covered participants moved from 5,239 to 5,261 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,239 | $234M | Open filing |
| 2023 | 5,203 | $301M | Open filing |
| 2024 · index core | 5,261 | $365M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Monument Health, Inc. Pension Plan (Defined Benefit (Pension), $105M, 2,726 participants)
Monument Health, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside South Dakota, the nearest Other by assets is Excela Health 403(b) Retirement Plan in PA ($365M); by covered participants it is Arkansas Children's Retirement Plan in AR (5,245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($365M here).
- Excela Health 403(b) Retirement Plan (PA) $365M · 3,855
- Franklin and Marshall College Retirement Plan (PA) $365M · 715
- Bradley University Defined Contribution Plan (IL) $366M · 815
- Saint Francis Health System, Inc. 403(b) Savings P (OK) $366M · 903
Similar participant headcount
Nearest other-state filings by covered participants (5,261 participants); asset peers above are excluded.
- Arkansas Children's Retirement Plan (AR) 5,245 · 16 off
- University of La Verne 403(b) Retirement Savings Plan (CA) 5,279 · 18 off
- William Marsh Rice University Supplemental 403(b) Plan (TX) 5,225 · 36 off
- Syracuse University Noncontributory Retirement Plan (NY) 5,179 · 82 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.