Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN

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

TRUMAN MEDICAL CENTERS

This Defined Benefit (Pension) plan holds $98M in total assets and serves 860 participants as of 2024. It is sponsored by TRUMAN MEDICAL CENTERS in Missouri. The plan reported a net loss of $52M for the year.

Total Assets (2023)
$98M
Participants
860
State
Industry
Healthcare & Social Assistance

What the Filing Says About TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN

TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by TRUMAN MEDICAL CENTERS, headquartered in Missouri. As of the 2024 Form 5500 filing, the plan reports $98M in total end-of-year assets and covers 860 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 440661018, and the plan has been effective since 1987-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $149M at the beginning of 2024 to $98M at year-end — a decline of 34.6%. Net assets (after liabilities) closed the year at $98M, with reported net income of $-51,667,080 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)$149M
Total Assets (End of Year)$98M
Net Assets (End of Year)$98M
Net Income$-51,667,080
Plan TypeDefined Benefit (Pension)
Employer EIN440661018
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUMAN MEDICAL CENTERS)

Year Plans Participants Total Assets
2022 2 5,270 $342M
2023 2 5,180 $397M
2024 2 5,506 $394M

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN?
As of the 2024 Form 5500 filing, TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN holds $98M in total assets with 860 participants. It is sponsored by TRUMAN MEDICAL CENTERS.
What type of plan is TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN?
TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1987-04-01. The plan is filed with the U.S. Department of Labor under EIN 440661018.
Who sponsors the TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN?
TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN is sponsored by TRUMAN MEDICAL CENTERS, located in Missouri. The sponsor's EIN is 440661018 and the plan operates in the Healthcare & Social Assistance industry.
How did TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN perform in 2024?
TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN declined by 34.6% during 2024, moving from $149M to $98M in total assets. Net income was $-51,667,080.
Where can I find official filings for TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN?
Official Form 5500 filings for TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 440661018 or plan name at efast.dol.gov.
How does TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN compare to other plans?
You can compare TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Missouri 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 440661018.

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.