Defined Benefit (Pension) · DOL Form 5500 · 2024
Truman Medical Centers Pension Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 860
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $113,571
- Avg per participant Below avg balance/head
Official DOL plan name: Truman Medical Centers Cash Balance Retirement Plan · Sponsored by Truman Medical Centers · Missouri · Healthcare & Social Assistance
$98M in assets, 860 participants
Truman Medical Centers's Truman Medical Centers Cash Balance Retirement Plan reported $98M in total assets and 860 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,469 in Healthcare & Social Assistance (16,916 peers)
Where Truman Medical Centers Cash Balance Retirement Plan sits by assets
Truman Medical Centers Cash Balance Retirement Plan sits in the top 10% of all filed plans by assets, $98M for 860 participants (~$113,571/participant), down 34.6% in 2024.
- #15,469
- in Healthcare & Social Assistance (16,916 peers)
- -34.6%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Truman Medical Centers Cash Balance Retirement Plan's outsized position by total assets
Truman Medical Centers Cash Balance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$97,670,979 Top 10% higher than 90% 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
Truman Medical Centers Cash Balance 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. Truman Medical Centers Cash Balance Retirement Plan sits mid-pack in the medium band (860 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Truman Medical Centers Cash Balance Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$52M in the plan year 2024 filing.
- Truman Medical Centers Cash Balance Retirement Plan end-of-year assets fell from $149M in the plan year 2023 filing to $98M in the plan year 2024 filing.
- Truman Medical Centers Cash Balance Retirement Plan reported participants fell from 911 in the plan year 2023 filing to 860 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 440661018 · Truman Medical Centers PY 2024 · Defined Benefit (Pension)
Truman Medical Centers Cash Balance Retirement Plan · $98M · 860 · 90th
- TYPE $98M
- NET 860
- BOOK 90th
- VS-ST Defined Benefit (Pension)
- BOY near Stepan Company Retirement Plan for Salaried Employees
- SCH ind #15469
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 Missouri →
Truman Medical Centers Cash Balance Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $149M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | -$52M |
| Employer EIN | 440661018 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Truman Medical Centers)
Sponsor-wide plan assets over time
All Truman Medical Centers plans reported in each filing year
- Latest sponsor-wide plan assets
- $394M 15.288252306848008% vs 2022
- 2024 filing year
| 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.
- Boilermaker-Blacksmith National Pension Trust $7.5B · 28,958
- Ameren Retirement Plan $4.8B · 9,760
- Co-Op Retirement Plan $3.5B · 15,151
- Carpenters Pension Trust Fund of St. Louis $3.4B · 11,832
- Emerson Electric Company Retirement Plan $3.3B · 2,467
Truman Medical Centers Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is Stepan Company Retirement Plan for Salaried Employees in IL ($98M); by covered participants it is Local 734 Pension Fund in IL (861 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
Similar participant headcount
Nearest other-state filings by covered participants (860 participants); asset peers above are excluded.
- Local 734 Pension Fund (IL) 861 · 1 off
- Ingersoll Rand Industrial U.S., Inc. Pension Plan (NC) 859 · 1 off
- Central Iowa Carpenters Pension Plan (MN) 862 · 2 off
- Plumbers & Pipefitters Local 162 Pension Fund (OH) 862 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.