Other · DOL Form 5500 · 2024

Monroe Medical Foundation Inc Dba Monroe County Medical Center Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
230
Participants Below avg headcount
59th
Percentile by assets National rank
$51,085
Avg per participant Low balance/head
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Official DOL plan name: Monroe County Medical Center Retirement Plan · Sponsored by Monroe Medical Foundation Inc Dba Monroe County Medical Center · Kentucky · Healthcare & Social Assistance

$12M in assets, 230 participants

Monroe Medical Foundation Inc Dba Monroe County Medical Center's Monroe County Medical Center Retirement Plan reported $12M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #10,921 in Healthcare & Social Assistance (16,916 peers)

Coverage in Kentucky

Monroe County Medical Center Retirement Plan covers 230 participants in Kentucky, about 36% of the average Kentucky filer (state average ~647 per filing). Assets: $12M.

#10,921
in Healthcare & Social Assistance (16,916 peers)
+11.5%
assets growth YoY

Monroe County Medical Center Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Monroe County Medical Center Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,749,535 Top 41% higher than 59% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Monroe County Medical Center 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. Monroe County Medical Center Retirement Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monroe County Medical Center Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Monroe County Medical Center Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Monroe County Medical Center Retirement Plan reported participants fell from 237 in the plan year 2023 filing to 230 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 310949874 · Monroe Medical Foundation Inc Dba Monroe County Medical Center PY 2024 · Other

Monroe County Medical Center Retirement Plan · $12M · 230 · 59th

  • EOY $12M
  • EOY 230
  • EOY 59th
  • EOY Other
  • EOY near Greater Springfield Senior Services 403(b) Thrift Plan
  • EOY ind #10921

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 Kentucky →

Monroe County Medical Center Retirement Plan in the asset neighbourhood

Marc Development Centers DC Retirement PlanMarc Development Centers DC …$12M403(b) Thrift Plan for Trellis403(b) Thrift Plan for Trell…$12MMonroe County Medical Center Retirement PlanMonroe County Medical Center…$12MGreater Springfield Senior Services 403(b) Thrift PlanGreater Springfield Senior S…$12MTri-County 403(b)$12M
End-of-year total assets ($M) among Monroe County Medical Center Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN310949874
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monroe Medical Foundation Inc Dba Monroe County Medical Center)

Sponsor-wide plan assets over time

All Monroe Medical Foundation Inc Dba Monroe County Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$12M 36.53226170052258% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.61M $11.8M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 250 $9M
2023 1 237 $11M
2024 1 230 $12M

Nearby Other Plans in Kentucky

Peer Other plans, same state, same plan type, ranked by total assets.

Monroe County Medical Center Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Monroe County Medical Center Retirement Plan, Total assets ($B): 0.011749535 · Participants: 230Monroe County Medical Center Retirement PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 2.274518139 · Participants: 21863Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.156320612 · Participants: 0Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.548729286 · Participants: 3633Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.498958779 · Participants: 3367Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.452526825 · Participants: 3350Electrical Workers Local 369 Retirement Fund
Monroe County Medical Center Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Monroe County Medical Center Retirement Plan side-by-side with 3 peers →

Monroe County Medical Center Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Greater Springfield Senior Services 403(b) Thrift Plan in MA ($12M); by covered participants it is Oxfam America 403(b) Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Monroe County Medical Center Retirement Plan assets move in 2024? ▼
Monroe County Medical Center Retirement Plan grew at a solid clip - up 11.5% during 2024, from $11M to $12M. Reported net income was $1M.
How have Monroe Medical Foundation Inc Dba Monroe County Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monroe Medical Foundation Inc Dba Monroe County Medical Center's sponsor-wide assets grew 36.5%, from $9M to $12M.
Which Other plans are similar in size to Monroe County Medical Center Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Greater Springfield Senior Services 403(b) Thrift Plan in MA ($12M, 217 participants).
Which Other plans cover a similar participant headcount to Monroe County Medical Center Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Oxfam America 403(b) Plan in MA (230 participants, $23M in assets).

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 310949874.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.