Other · DOL Form 5500 · 2022
Amery Regional Medical Center Retirement Plan
Data updated 2026-08-11
- $26M
- Total assets
- 382
- Participants
- 81st
- Percentile by assets
- $68,529
- Avg per participant
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.
- 81st percentile by assets (of 139,126 plans)
- #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.
- $26M
- total plan assets (2022 EOY)
- 382
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $68,529
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Amery Hospital & Clinic 403(b)Plan reports 382 participants - about 34% of that state average ($26M EOY assets).
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)
| 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.
Amery Hospital & Clinic 403(b)Plan vs. nearby Other plans in Minnesota, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Amery Hospital & Clinic 403(b)Plan by total assets, not by location.
Frequently Asked Questions
How did Amery Hospital & Clinic 403(b)Plan assets move in 2022? ▼
How have Amery Regional Medical Center plan assets changed over time? ▼
Where does Amery Hospital & Clinic 403(b)Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Amery Hospital & Clinic 403(b)Plan? ▼
Next read for Amery Hospital & Clinic 403(b)Plan
Filing takeaways
Ways to act on Amery Hospital & Clinic 403(b)Plan's numbers.
- By total assets, Amery Hospital & Clinic 403(b)Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Minnesota. Compare plans
- Amery Regional Medical Center's sponsor-wide assets have grown 30.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans