Other · DOL Form 5500 · 2022

Mille Lacs Health System Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
387
Participants Below avg headcount
81st
Percentile by assets National rank
$66,189
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Plan of Mille Lacs Health System · Sponsored by Mille Lacs Health System · Minnesota · Healthcare & Social Assistance

$26M in assets, 387 participants

Mille Lacs Health System's Retirement Plan of Mille Lacs Health System reported $26M in total assets and 387 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.

  • #16,788 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Retirement Plan of Mille Lacs Health System covers 387 participants in Minnesota, about 34% of the average Minnesota filer (state average ~1,126 per filing). Assets: $26M.

#16,788
in Healthcare & Social Assistance (20,060 peers)
-14.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Mille Lacs Health System's outsized position by total assets

Retirement Plan of Mille Lacs Health System vs every filed plan by assets

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

$25,615,083 Top 19% higher than 81% 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

Retirement Plan of Mille Lacs Health System 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. Retirement Plan of Mille Lacs Health System sits mid-pack in the medium band (387 participants).

DOL schedule card

Filing strip 410785161 · Mille Lacs Health System PY 2022 · Other

Retirement Plan of Mille Lacs Health System · $26M · 387 · 81st

  • EOY $26M
  • 5500 387
  • ASSETS 81st
  • PCT Other
  • EIN near The Cambridge School of Weston Tda and DC Retirement Plan
  • RANK ind #16788

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 →

Retirement Plan of Mille Lacs Health System in the asset neighbourhood

Agespan, Inc. Tax Sheltered Annuity PlanAgespan, Inc. Tax Sheltered …$26MJennie Stuart Medical Center 403(b) PlanJennie Stuart Medical Center…$26MHancock Physician Network 403(b) PlanHancock Physician Network 40…$26MRetirement Plan of Mille Lacs Health SystemRetirement Plan of Mille Lac…$26MThe Cambridge School of Weston Tda and DC Retirement PlanThe Cambridge School of West…$26M
End-of-year total assets ($M) among Retirement Plan of Mille Lacs Health System and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$26M
Net Income-$4M
Employer EIN410785161
Plan Effective Date1993-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mille Lacs Health System)

Sponsor-wide plan assets over time

All Mille Lacs Health System plans reported in each filing year

Latest sponsor-wide plan assets
$27M 4.40463534707266% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $25.6M $26.7M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 387 $26M
2023 1 328 $29M
2024 1 318 $27M

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

Retirement Plan of Mille Lacs Health System vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Retirement Plan of Mille Lacs Health System, Total assets ($B): 0.025615083 · Participants: 387Retirement Plan of Mille Lacs Health SystemMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
Retirement Plan of Mille Lacs Health System vs. nearby Other plans in Minnesota, assets vs. participants
Compare Retirement Plan of Mille Lacs Health System side-by-side with 3 peers →

Retirement Plan of Mille Lacs Health System's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is The Cambridge School of Weston Tda and DC Retirement Plan in MA ($26M); by covered participants it is Purdue Research Foundation Defined Contribution Retirement Plan in IN (387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (387 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 Retirement Plan of Mille Lacs Health System assets move in 2022? ▼
Retirement Plan of Mille Lacs Health System pulled back noticeably - down 14.5% during 2022, from $30M to $26M. Reported net income was -$4M.
How have Mille Lacs Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mille Lacs Health System's sponsor-wide assets grew 4.4%, from $26M to $27M.
Where does Retirement Plan of Mille Lacs Health System rank by assets among Form 5500 filers? ▼
Retirement Plan of Mille Lacs Health System ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Retirement Plan of Mille Lacs Health System? ▼
Among Other plans in other states, the closest by assets is The Cambridge School of Weston Tda and DC Retirement Plan in MA ($26M, 82 participants).
Which Other plans cover a similar participant headcount to Retirement Plan of Mille Lacs Health System? ▼
Among Other plans in other states, the closest by covered participants is Purdue Research Foundation Defined Contribution Retirement Plan in IN (387 participants, $68M 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 410785161.

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.