Other · DOL Form 5500 · 2024
Monument Health, Inc. Retirement Plan
Data updated 2026-08-11
- $365M
- Total assets
- 5,261
- Participants
- 96th
- Percentile by assets
- $69,336
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $365M
- total plan assets (2024 EOY)
- 5,261
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $69,336
- avg assets per participant
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.
Participants vs South Dakota filers
In South Dakota, the average filing covers about 340 participants across 321 plans. Monument Health, Inc. 403(b) Plan reports 5,261 participants - 15x that state average ($365M EOY assets).
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.)
| 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.
Monument Health, Inc. 403(b) Plan vs. nearby Other plans in South Dakota, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Monument Health, Inc. 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Monument Health, Inc. 403(b) Plan assets move in 2024? ▼
How have Monument Health, Inc. plan assets changed over time? ▼
Where does Monument Health, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Monument Health, Inc. 403(b) Plan? ▼
Next read for Monument Health, Inc. 403(b) Plan
Filing takeaways
Ways to act on Monument Health, Inc. 403(b) Plan's numbers.
- By total assets, Monument Health, Inc. 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in South Dakota. Compare plans
- Monument Health, Inc.'s sponsor-wide assets have grown 41.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans