Defined Benefit (Pension) · DOL Form 5500 · 2024
Truman Medical Centers Pension Plan
Data updated 2026-08-11
- $98M
- Total assets
- 860
- Participants
- 90th
- Percentile by assets
- $113,571
- Avg per participant
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.
- 90th percentile by assets (of 123,622 plans)
- #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.
- $98M
- total plan assets (2024 EOY)
- 860
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $113,571
- avg assets per participant
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.
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.
Truman Medical Centers Cash Balance Retirement Plan vs the 2024 asset distribution
By assets, Truman Medical Centers Cash Balance Retirement Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
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)
| 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.
Truman Medical Centers Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Truman Medical Centers Cash Balance Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Truman Medical Centers Cash Balance Retirement Plan's numbers.
- By total assets, Truman Medical Centers Cash Balance Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Missouri. Compare plans
- Truman Medical Centers's sponsor-wide assets have grown 15.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans