Defined Benefit (Pension) · DOL Form 5500 · 2024

Monument Health, Inc. Pension Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
2,726
Participants Above avg headcount
91st
Percentile by assets National rank
$38,418
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #15,535 in Healthcare & Social Assistance (16,916 peers)

Coverage in South Dakota

Monument Health, Inc. Pension Plan covers 2,726 participants in South Dakota, 8.0x the typical South Dakota plan (state average ~340 per filing). Assets: $105M.

#15,535
in Healthcare & Social Assistance (16,916 peers)
-1.3%
assets change YoY
1.1×
vs typical plan assets (national mean)

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.

Monument Health, Inc. Pension Plan's outsized position by total assets

Monument Health, Inc. Pension Plan vs every filed plan by assets

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

$104,728,190 Top 9% higher than 91% 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

Monument Health, Inc. Pension Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monument Health, Inc. Pension Plan lands in the large band (2,726 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 201487506 · Monument Health, Inc. PY 2024 · Defined Benefit (Pension)

Monument Health, Inc. Pension Plan · $105M · 2,726 · 91st

  • BOOK $105M
  • VS-ST 2,726
  • BOY 91st
  • SCH Defined Benefit (Pension)
  • EBSA near Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust
  • PART ind #15535

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 South Dakota →

Monument Health, Inc. Pension Plan in the asset neighbourhood

Ehs - Local 153 Pension Plan$105MUpstate New York Bakery Drivers and Industry Pension FundUpstate New York Bakery Driv…$105MMilk Drivers and Dairy Employees Local 246 Pension FundMilk Drivers and Dairy Emplo…$105MIdaho Central Credit Union Cash Balance Defined Benefit Plan and TrustIdaho Central Credit Union C…$105MMonument Health, Inc. Pension PlanMonument Health, Inc. Pensio…$105M
End-of-year total assets ($M) among Monument Health, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

South Dakota filing particulars

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$105M
Net Income-$1M
Employer EIN201487506
Plan Effective Date1975-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Monument Health, Inc.)

Sponsor-wide plan assets over time

All Monument Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$470M 41.0183996683738% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $333M $470M ▲ +41.0%
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 Scatter plot of 4 data points. -10000100020003000 -1000100200300 Total assets ($M) Participants Monument Health, Inc. Pension Plan, Total assets ($M): 104.72819 · Participants: 2726Monument Health, Inc. Pension PlanBlack Hills Retirement Plan, Total assets ($M): 272.031097 · Participants: 692Black Hills Retirement PlanGcc Dacotah, Inc. Defined Benefit Pension Plan, Total assets ($M): 26.346118 · Participants: 34Gcc Dacotah, Inc. Defined Benefit Pension PlanBakers Local No 433 Pension Plan, Total assets ($M): 4.944818 · Participants: 0Bakers Local No 433 Pension Plan
Monument Health, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in South Dakota, assets vs. participants
Compare Monument Health, Inc. Pension Plan side-by-side with 3 peers →

Monument Health, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside South Dakota, the nearest Defined Benefit (Pension) by assets is Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust in ID ($105M); by covered participants it is Cleveland-Cliffs Combined Pension Plan in OH (2,727 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,726 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 Monument Health, Inc. Pension Plan assets move in 2024? ▼
Monument Health, Inc. Pension Plan edged down modestly - down 1.3% during 2024, from $106M to $105M. Reported net income was -$1M.
How have Monument Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monument Health, Inc.'s sponsor-wide assets grew 41.0%, from $333M to $470M.
Where does Monument Health, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Monument Health, Inc. Pension Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Monument Health, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust in ID ($105M, 1,616 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Monument Health, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cleveland-Cliffs Combined Pension Plan in OH (2,727 participants, $1.5B 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 201487506.

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.