401(k) · DOL Form 5500 · 2022

Zumbro Valley Health Center, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
188
Participants Below avg headcount
57th
Percentile by assets National rank
$36,990
Avg per participant Low balance/head
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Official DOL plan name: Zumbro Valley Health Center 401(k) Savings Plan · Sponsored by Zumbro Valley Health Center, Inc. · Minnesota · Healthcare & Social Assistance

$7M in assets, 188 participants

Zumbro Valley Health Center, Inc.'s Zumbro Valley Health Center 401(k) Savings Plan reported $7M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #12,697 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Zumbro Valley Health Center 401(k) Savings Plan covers 188 participants in Minnesota, about 17% of the average Minnesota filer (state average ~1,126 per filing). Assets: $7M.

#12,697
in Healthcare & Social Assistance (20,060 peers)
-11.7%
assets change YoY

The plan reported a net loss of $901K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zumbro Valley Health Center 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Zumbro Valley Health Center 401(k) Savings Plan vs every filed plan by assets

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

$6,954,141 Top 43% higher than 57% 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

Zumbro Valley Health Center 401(k) Savings 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. Zumbro Valley Health Center 401(k) Savings Plan sits mid-pack in the medium band (188 participants).

Plan-year Form 5500 strip

Filing strip 416052022 · Zumbro Valley Health Center, Inc. PY 2022 · 401(k)

Zumbro Valley Health Center 401(k) Savings Plan · $7M · 188 · 57th

  • PCT $7M
  • PCT 188
  • PCT 57th
  • PCT 401(k)
  • PCT near Butterfield Healthcare, Inc. 401(k) Retirement Plan
  • PCT ind #12697

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 →

Zumbro Valley Health Center 401(k) Savings Plan in the asset neighbourhood

Gaskins Lecraw 401(k) Profit Sharing PlanGaskins Lecraw 401(k) Profit…$7MEagle Eye Produce 401(k) Plan$7MZumbro Valley Health Center 401(k) Savings PlanZumbro Valley Health Center …$7MButterfield Healthcare, Inc. 401(k) Retirement PlanButterfield Healthcare, Inc.…$7MThe Phia Group, LLC 401(k) PlanThe Phia Group, LLC 401(k) P…$7M
End-of-year total assets ($M) among Zumbro Valley Health Center 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$901K
Employer EIN416052022
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zumbro Valley Health Center, Inc.)

Sponsor-wide plan assets over time

All Zumbro Valley Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 24.759664781027592% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.95M $8.68M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 188 $7M
2023 1 219 $8M
2024 1 238 $9M

Nearby 401(k) Plans in Minnesota

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

Zumbro Valley Health Center 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Zumbro Valley Health Center 401(k) Savings Plan, Total assets ($B): 0.006954141 · Participants: 188Zumbro Valley Health Center 401(k) Savings PlanUnitedhealth 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
Zumbro Valley Health Center 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Zumbro Valley Health Center 401(k) Savings Plan side-by-side with 3 peers →

Zumbro Valley Health Center 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Butterfield Healthcare, Inc. 401(k) Retirement Plan in IL ($7M); by covered participants it is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Zumbro Valley Health Center 401(k) Savings Plan assets move in 2022? ▼
Zumbro Valley Health Center 401(k) Savings Plan pulled back noticeably - down 11.7% during 2022, from $8M to $7M. Reported net income was -$901K.
How have Zumbro Valley Health Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zumbro Valley Health Center, Inc.'s sponsor-wide assets grew 24.8%, from $7M to $9M.
Which 401(k) plans are similar in size to Zumbro Valley Health Center 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Butterfield Healthcare, Inc. 401(k) Retirement Plan in IL ($7M, 444 participants).
Which 401(k) plans cover a similar participant headcount to Zumbro Valley Health Center 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants, N/A 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 416052022.

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.