Other · DOL Form 5500 · 2024

Monadnock Family Services Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
166
Participants Small participant base
38th
Percentile by assets National rank
$23,405
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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, 166 participants

Monadnock Family Services's Monadnock Family Services Tax Sheltered 403(b) Plan reported $4M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,657 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Monadnock Family Services Tax Sheltered 403(b) Plan pulled back noticeably 9.9% in 2024 ($4M → $4M) for 166 participants.

#6,657
in Healthcare & Social Assistance (16,916 peers)
-9.9%
assets change YoY

The plan reported a net loss of $428K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$3,885,275 38th percentile higher than 38% 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

Monadnock Family Services Tax Sheltered 403(b) 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. Monadnock Family Services Tax Sheltered 403(b) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monadnock Family Services Tax Sheltered 403(b) Plan reported net income fell from $289K in the plan year 2023 filing to -$428K in the plan year 2024 filing.
  • Monadnock Family Services Tax Sheltered 403(b) Plan reported participants fell from 193 in the plan year 2023 filing to 166 in the plan year 2024 filing.
  • Monadnock Family Services Tax Sheltered 403(b) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 026012230 · Monadnock Family Services PY 2024 · Other

Monadnock Family Services Tax Sheltered 403(b) Plan · $4M · 166 · 38th

  • EIN $4M
  • RANK 166
  • PHOTO 38th
  • IND Other
  • EOY near Hospice of North Idaho 403(b) Retirement Plan
  • 5500 ind #6657

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

Monadnock Family Services Tax Sheltered 403(b) PlanMonadnock Family Services Ta…$4MSunset Home 403(b) Retirement Savings PlanSunset Home 403(b) Retiremen…$4MHospice of North Idaho 403(b) Retirement PlanHospice of North Idaho 403(b…$4MGenesys Works 403b Retirement PlanGenesys Works 403b Retiremen…$4MTax Deferred Annuity Plan of Northeast Community Center for Behavioral HealthTax Deferred Annuity Plan of…$4M
End-of-year total assets ($M) among Monadnock Family Services Tax Sheltered 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Monadnock Family Services years around the 2024 move

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

2024 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$428K
Employer EIN026012230
Plan Effective Date1978-06-01
Filing StatusFILING RECEIVED

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 -0.500.511.52 Total assets ($B) Participants Monadnock Family Services Tax Sheltered 403(b) Plan, Total assets ($B): 0.003885275 · Participants: 166Monadnock Family Services Tax Sheltered 403(b) PlanDartmouth Health 403(b) Plan, Total assets ($B): 1.650323 · Participants: 13150Dartmouth Health 403(b) PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($B): 1.115215444 · Participants: 4150Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($B): 0.493721877 · Participants: 4668Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($B): 0.355982371 · Participants: 55403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($B): 0.290735626 · Participants: 2793Catholic 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 Hospice of North Idaho 403(b) Retirement Plan in ID ($4M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan in FL (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Monadnock Family Services Tax Sheltered 403(b) Plan assets move in 2024? ▼
Monadnock Family Services Tax Sheltered 403(b) Plan pulled back noticeably - down 9.9% during 2024, from $4M to $4M. Reported net income was -$428K.
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 Hospice of North Idaho 403(b) Retirement Plan in ID ($4M, 107 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 Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan in FL (166 participants, $2M 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 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.