Defined Benefit (Pension) · DOL Form 5500 · 2024
Monument Health, Inc. Pension Plan
Data updated 2026-08-06
- $105M
- Total assets
- 2,726
- Participants
- 91st
- Percentile by assets
- $38,418
- Avg per participant
Official DOL plan name: Monument Health, Inc. Pension Plan · Sponsored by Monument Health, Inc. · South Dakota · Healthcare & Social Assistance
$105M in assets, 2,726 participants
Monument Health, Inc.'s Monument Health, Inc. Pension Plan reported $105M in total assets and 2,726 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 116,472 plans)
Coverage in South Dakota
Monument Health, Inc. Pension Plan covers 2,726 participants in South Dakota, 7.9x the typical South Dakota plan (state average ~346 per filing). Assets: $105M.
- $105M
- total plan assets (2024 EOY)
- 2,726
- covered participants
- 91st
- percentile by assets (of 116,472 plans)
- $38,418
- avg assets per participant
The plan reported a net loss of $1M 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
- Monument Health, Inc. Pension Plan reported net income fell from $7M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Monument Health, Inc. Pension Plan reported participants fell from 3,078 in the plan year 2023 filing to 2,726 in the plan year 2024 filing.
- Monument Health, Inc. Pension Plan end-of-year assets fell from $106M in the plan year 2023 filing to $105M in the plan year 2024 filing.
Participants vs South Dakota filers
In South Dakota, the average filing covers about 346 participants across 303 plans. Monument Health, Inc. Pension Plan reports 2,726 participants - 7.9x that state average ($105M EOY assets).
South Dakota filing particulars
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | -$1M |
| Employer EIN | 201487506 |
| Plan Effective Date | 1975-02-15 |
| 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 Defined Benefit (Pension) Plans in South Dakota
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Monument Health, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in South Dakota, assets vs. participants
- Black Hills Retirement Plan $272M · 692
- Gcc Dacotah, Inc. Defined Benefit Pension Plan $26M · 34
- Bakers Local No 433 Pension Plan $5M · N/A
- Sanford Health Employees' Pension Plan N/A · 98
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Monument Health, Inc. Pension Plan by total assets, not by location.
- Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust (ID) $105M · 1,616
- Milk Drivers and Dairy Employees Local 246 Pension Fund (MD) $105M · 158
- Ehs - Local 153 Pension Plan (NY) $105M · 19
- Local 381 Pension Fund (NY) $104M · 59
Frequently Asked Questions
How did Monument Health, Inc. Pension Plan assets move in 2024? ▼
How have Monument Health, Inc. plan assets changed over time? ▼
Where does Monument Health, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Monument Health, Inc. Pension Plan? ▼
Next read for Monument Health, Inc. Pension Plan
Filing takeaways
Ways to act on Monument Health, Inc. Pension Plan's numbers.
- By total assets, Monument Health, Inc. Pension 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 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
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 201487506.
Read our methodology - how this data is sourced, computed, and verified.