Other · DOL Form 5500 · 2022

Trustees of the Hamline University of Minnesota Retirement Plan

Data updated 2026-08-25

$147M
Total assets Near avg plan size
455
Participants Below avg headcount
95th
Percentile by assets National rank
$323,393
Avg per participant High balance/head
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Official DOL plan name: Hamline University 403(b) Retirement Plan · Sponsored by Trustees of the Hamline University of Minnesota · Minnesota · Educational Services

$147M in assets, 455 participants

Trustees of the Hamline University of Minnesota's Hamline University 403(b) Retirement Plan reported $147M in total assets and 455 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,640 in Educational Services (4,024 peers)

Coverage in Minnesota

Hamline University 403(b) Retirement Plan covers 455 participants in Minnesota, about 40% of the average Minnesota filer (state average ~1,126 per filing). Assets: $147M.

#3,640
in Educational Services (4,024 peers)
-15.6%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hamline University 403(b) Retirement Plan's outsized position by total assets

Hamline University 403(b) Retirement Plan vs every filed plan by assets

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

$147,144,032 Top 5% higher than 95% 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

Hamline University 403(b) Retirement 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. Hamline University 403(b) Retirement Plan sits mid-pack in the medium band (455 participants).

DOL schedule card

Filing strip 410693960 · Trustees of the Hamline University of Minnesota PY 2022 · Other

Hamline University 403(b) Retirement Plan · $147M · 455 · 95th

  • IND $147M
  • IND 455
  • IND 95th
  • IND Other
  • IND near Regis University Defined Contribution Plan
  • IND ind #3640

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 Educational Services retirement plans → · Plans in Minnesota →

Hamline University 403(b) Retirement Plan in the asset neighbourhood

University of Indianapolis Defined Contribution Retirement PlanUniversity of Indianapolis D…$147MTallahassee Memorial Healthcare 403(b) Retirement Savings PlanTallahassee Memorial Healthc…$147MRegis University Defined Contribution PlanRegis University Defined Con…$147MHamline University 403(b) Retirement PlanHamline University 403(b) Re…$147MRhodes College Defined Contribution Retirement PlanRhodes College Defined Contr…$147M
End-of-year total assets ($M) among Hamline University 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$174M
Net Assets (End of Year)$147M
Net Income-$27M
Employer EIN410693960
Plan Effective Date1951-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Hamline University of Minnesota)

Sponsor-wide plan assets over time

All Trustees of the Hamline University of Minnesota plans reported in each filing year

Latest sponsor-wide plan assets
$167M 13.66853736888221% vs 2022
2024 filing year
$140M$150M$160M$170M 202220232024 $147M $167M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 455 $147M
2023 1 432 $160M
2024 1 429 $167M

Nearby Other Plans in Minnesota

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

Hamline University 403(b) Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Hamline University 403(b) Retirement Plan, Total assets ($B): 0.147144032 · Participants: 455Hamline University 403(b) Retirement PlanMayo 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
Hamline University 403(b) Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Hamline University 403(b) Retirement Plan side-by-side with 3 peers →

Hamline University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Regis University Defined Contribution Plan in CO ($147M); by covered participants it is The Learning Tree, Inc. 403(b) Plan in AL (455 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (455 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 Hamline University 403(b) Retirement Plan assets move in 2022? ▼
Hamline University 403(b) Retirement Plan declined sharply - down 15.6% during 2022, from $174M to $147M. Reported net income was -$27M.
How have Trustees of the Hamline University of Minnesota plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Hamline University of Minnesota's sponsor-wide assets grew 13.7%, from $147M to $167M.
Where does Hamline University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Hamline University 403(b) Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Hamline University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Regis University Defined Contribution Plan in CO ($147M, 1,487 participants).
Which Other plans cover a similar participant headcount to Hamline University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Learning Tree, Inc. 403(b) Plan in AL (455 participants, $2M 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 410693960.

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.