Other · DOL Form 5500 · 2022
Amery Regional Medical Center Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 382
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $68,529
- Avg per participant Below avg balance/head
Official DOL plan name: Amery Hospital & Clinic 403(b)Plan · Sponsored by Amery Regional Medical Center · Minnesota · Healthcare & Social Assistance
$26M in assets, 382 participants
Amery Regional Medical Center's Amery Hospital & Clinic 403(b)Plan reported $26M in total assets and 382 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #16,839 in Healthcare & Social Assistance (20,060 peers)
Coverage in Minnesota
Amery Hospital & Clinic 403(b)Plan covers 382 participants in Minnesota, about 34% of the average Minnesota filer (state average ~1,126 per filing). Assets: $26M.
- #16,839
- in Healthcare & Social Assistance (20,060 peers)
- -19.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Amery Hospital & Clinic 403(b)Plan's outsized position by total assets
Amery Hospital & Clinic 403(b)Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,178,262 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Amery Hospital & Clinic 403(b)Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amery Hospital & Clinic 403(b)Plan sits mid-pack in the medium band (382 participants).
DOL schedule card
Filing strip 390908320 · Amery Regional Medical Center PY 2022 · Other
Amery Hospital & Clinic 403(b)Plan · $26M · 382 · 81st
- BOY $26M
- SCH 382
- EBSA 81st
- PART Other
- TYPE near Trinity-Pawling School Retirement Plan
- NET ind #16839
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 Minnesota →
Amery Hospital & Clinic 403(b)Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$6M |
| Employer EIN | 390908320 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amery Regional Medical Center)
Sponsor-wide plan assets over time
All Amery Regional Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 30.04527191300935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 382 | $26M |
| 2023 | 1 | 386 | $31M |
| 2024 | 1 | 408 | $34M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $9.5B · 80,932
- Centracare Health System 403(b) Plan $739M · 10,840
- Childrens Hospitals and Clinics Matched Savings Plan $692M · 5,009
- Carpenters & Joiners Defined Contribution Plan $583M · 20,332
- University of St. Thomas Retirement Plan $358M · 2,317
Amery Hospital & Clinic 403(b)Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Trinity-Pawling School Retirement Plan in NY ($26M); by covered participants it is Bastyr University 403(b) DC Plan in WA (382 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (382 participants); asset peers above are excluded.
- Bastyr University 403(b) DC Plan (WA) 382 · 0 off
- Unified Community Connections, Inc 403(b) Tda Plan (MD) 382 · 0 off
- United Jewish Communities of Metrowest Nj Retirement Plan (NJ) 382 · 0 off
- Crystal Springs, Inc. 403(b) Retirement Plan (MA) 383 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.