401(k) · DOL Form 5500 · 2022

Grand Itasca Clinic & Hospital 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
644
Participants Below avg headcount
92nd
Percentile by assets National rank
$130,880
Avg per participant Near avg balance/head
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Official DOL plan name: Grand Itasca Clinic & Hospital 401(k) Plan and Trust · Sponsored by Grand Itasca Clinic & Hospital · Minnesota · Healthcare & Social Assistance

$84M in assets, 644 participants

Grand Itasca Clinic & Hospital's Grand Itasca Clinic & Hospital 401(k) Plan and Trust reported $84M in total assets and 644 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,637 in Healthcare & Social Assistance (20,060 peers)

Where Grand Itasca Clinic & Hospital 401(k) Plan and Trust sits by assets

Grand Itasca Clinic & Hospital 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $84M for 644 participants (~$130,880/participant), down 17.6% in 2022.

#18,637
in Healthcare & Social Assistance (20,060 peers)
-17.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Grand Itasca Clinic & Hospital 401(k) Plan and Trust's outsized position by total assets

Grand Itasca Clinic & Hospital 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$84,286,426 Top 8% higher than 92% of 139,123 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 2022

Grand Itasca Clinic & Hospital 401(k) Plan and Trust 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. Grand Itasca Clinic & Hospital 401(k) Plan and Trust sits mid-pack in the medium band (644 participants).

DOL schedule card

Filing strip 411865874 · Grand Itasca Clinic & Hospital PY 2022 · 401(k)

Grand Itasca Clinic & Hospital 401(k) Plan and Trust · $84M · 644 · 92nd

  • SCH $84M
  • SCH 644
  • SCH 92nd
  • SCH 401(k)
  • SCH near Schell & Kampeter, Inc. Profit Sharing Plan
  • SCH ind #18637

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 →

Grand Itasca Clinic & Hospital 401(k) Plan and Trust in the asset neighbourhood

Advent International Corp Employees' Profit Sharing Retirement PlanAdvent International Corp Em…$84MGrand Itasca Clinic & Hospital 401(k) Plan and TrustGrand Itasca Clinic & Hospit…$84MSchell & Kampeter, Inc. Profit Sharing PlanSchell & Kampeter, Inc. Prof…$84MSyracuse Orthopedic Specialists, P.C. Retirement Incentive Savings PlanSyracuse Orthopedic Speciali…$84MVirginia Urology Center, P.C. Profit Sharing PlanVirginia Urology Center, P.C…$84M
End-of-year total assets ($M) among Grand Itasca Clinic & Hospital 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$84M
Net Income-$18M
Employer EIN411865874
Plan Effective Date1960-08-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Grand Itasca Clinic & Hospital)

Sponsor-wide plan assets over time

All Grand Itasca Clinic & Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$114M 35.238751255154654% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84.3M $114M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 644 $84M
2023 1 665 $99M
2024 1 741 $114M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Grand Itasca Clinic & Hospital 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Grand Itasca Clinic & Hospital 401(k) Plan and Trust, Total assets ($B): 0.084286426 · Participants: 644Grand Itasca Clinic & Hospital 401(k) Plan and TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Grand Itasca Clinic & Hospital 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Grand Itasca Clinic & Hospital 401(k) Plan and Trust side-by-side with 3 peers →

Grand Itasca Clinic & Hospital 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Schell & Kampeter, Inc. Profit Sharing Plan in MO ($84M); by covered participants it is Chas Roberts Air Conditioning, Inc. 401(k) Plan in AZ (644 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (644 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Grand Itasca Clinic & Hospital 401(k) Plan and Trust assets move in 2022? ▼
Grand Itasca Clinic & Hospital 401(k) Plan and Trust declined sharply - down 17.6% during 2022, from $102M to $84M. Reported net income was -$18M.
How have Grand Itasca Clinic & Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grand Itasca Clinic & Hospital's sponsor-wide assets grew 35.2%, from $84M to $114M.
Where does Grand Itasca Clinic & Hospital 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Grand Itasca Clinic & Hospital 401(k) Plan and Trust ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Grand Itasca Clinic & Hospital 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Schell & Kampeter, Inc. Profit Sharing Plan in MO ($84M, 1,079 participants).
Which 401(k) plans cover a similar participant headcount to Grand Itasca Clinic & Hospital 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Chas Roberts Air Conditioning, Inc. 401(k) Plan in AZ (644 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411865874.

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.