Other · DOL Form 5500 · 2023

Monadnock Family Services Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
193
Participants Below avg headcount
42nd
Percentile by assets National rank
$22,351
Avg per participant Low balance/head
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Official DOL plan name: Monadnock Family Services Tax Sheltered 403(b) Plan · Sponsored by Monadnock Family Services · New Hampshire · Healthcare & Social Assistance

$4M in assets, 193 participants

Monadnock Family Services's Monadnock Family Services Tax Sheltered 403(b) Plan reported $4M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,920 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Monadnock Family Services Tax Sheltered 403(b) Plan holds $4M for 193 participants - about $22,351 per participant, in the lower half of filed plans by assets.

#7,920
in Healthcare & Social Assistance (17,684 peers)
+7.2%
assets growth YoY

Monadnock Family Services Tax Sheltered 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Monadnock Family Services Tax Sheltered 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,313,678 42nd percentile higher than 42% of 127,068 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 2023

Monadnock Family Services Tax Sheltered 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monadnock Family Services Tax Sheltered 403(b) Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monadnock Family Services Tax Sheltered 403(b) Plan reported net income fell from $511K in the plan year 2022 filing to $289K in the plan year 2023 filing.
  • Monadnock Family Services Tax Sheltered 403(b) Plan reported participants rose from 180 in the plan year 2022 filing to 193 in the plan year 2023 filing.
  • Monadnock Family Services Tax Sheltered 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 026012230 · Monadnock Family Services PY 2023 · Other

Monadnock Family Services Tax Sheltered 403(b) Plan · $4M · 193 · 42nd

  • EBSA $4M
  • PART 193
  • TYPE 42nd
  • NET Other
  • BOOK near Liberty Resources 403b Retirement Plan
  • VS-ST ind #7920

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 New Hampshire →

Monadnock Family Services Tax Sheltered 403(b) Plan in the asset neighbourhood

All Saints' Episcopal Day School 403(b) PlanAll Saints' Episcopal Day Sc…$4MMonadnock Family Services Tax Sheltered 403(b) PlanMonadnock Family Services Ta…$4MLiberty Resources 403b Retirement PlanLiberty Resources 403b Retir…$4MMurrieta Development Co., Inc. Prevailing Wage Retirement PlanMurrieta Development Co., In…$4MLifestream Services Inc. Retirement Savings PlanLifestream Services Inc. Ret…$4M
End-of-year total assets ($M) among Monadnock Family Services Tax Sheltered 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$289K
Employer EIN026012230
Plan Effective Date1978-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monadnock Family Services)

Sponsor-wide plan assets over time

All Monadnock Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.4569411161327066% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M 202220232024 $4.02M $3.89M ▼ -3.2%
Year Plans Participants Total Assets
2022 1 180 $4M
2023 1 193 $4M
2024 1 166 $4M

Nearby Other Plans in New Hampshire

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

Monadnock Family Services Tax Sheltered 403(b) Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Monadnock Family Services Tax Sheltered 403(b) Plan, Total assets ($B): 0.004313678 · Participants: 193Monadnock Family Services Tax Sheltered 403(b) PlanDartmouth Health 403(b) Plan, Total assets ($B): 1.378812586 · Participants: 10995Dartmouth Health 403(b) PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($B): 0.99738699 · Participants: 3998Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($B): 0.420590988 · Participants: 4668Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($B): 0.345029586 · Participants: 64403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($B): 0.284243467 · Participants: 2702Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
Monadnock Family Services Tax Sheltered 403(b) Plan vs. nearby Other plans in New Hampshire, assets vs. participants
Compare Monadnock Family Services Tax Sheltered 403(b) Plan side-by-side with 3 peers →

Monadnock Family Services Tax Sheltered 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is Liberty Resources 403b Retirement Plan in PA ($4M); by covered participants it is Louisville Collegiate School Defined Contribution Retirement Plan in KY (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Monadnock Family Services Tax Sheltered 403(b) Plan assets move in 2023? ▼
Monadnock Family Services Tax Sheltered 403(b) Plan grew at a solid clip - up 7.2% during 2023, from $4M to $4M. Reported net income was $289K.
How have Monadnock Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monadnock Family Services's sponsor-wide assets declined 3.5%, from $4M to $4M.
Which Other plans are similar in size to Monadnock Family Services Tax Sheltered 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Liberty Resources 403b Retirement Plan in PA ($4M, 204 participants).
Which Other plans cover a similar participant headcount to Monadnock Family Services Tax Sheltered 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Louisville Collegiate School Defined Contribution Retirement Plan in KY (193 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 026012230.

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.