401(k)
2022 plan-year 401(k) DOL Form 5500

FAIRVIEW HEALTH SERVICES PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

FAIRVIEW HEALTH SERVICES

This 401(k) plan holds $542M in total assets and serves 5,177 participants as of 2022. It is sponsored by FAIRVIEW HEALTH SERVICES in Minnesota. The plan reported a net loss of $213M for the year.

Total Assets (2023)
$542M
Participants
5,177
State
Industry
Healthcare & Social Assistance

What the Filing Says About FAIRVIEW HEALTH SERVICES PENSION PLAN

FAIRVIEW HEALTH SERVICES PENSION PLAN is a 401(k) retirement plan sponsored by FAIRVIEW HEALTH SERVICES, headquartered in Minnesota. As of the 2022 Form 5500 filing, the plan reports $542M in total end-of-year assets and covers 5,177 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 410991680, and the plan has been effective since 1970-07-09. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $755M at the beginning of 2022 to $542M at year-end — a decline of 28.2%. Net assets (after liabilities) closed the year at $542M, with reported net income of $-212,884,826 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$755M
Total Assets (End of Year)$542M
Net Assets (End of Year)$542M
Net Income$-212,884,826
Plan Type401(k)
Employer EIN410991680
Plan Effective Date1970-07-09
Filing StatusFILING RECEIVED

Sponsor Plan History (FAIRVIEW HEALTH SERVICES)

Year Plans Participants Total Assets
2022 4 35,325 $3.4B
2023 4 35,800 $4.1B
2024 4 36,330 $4.6B

Nearby 401(k) Plans in Minnesota

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

Frequently Asked Questions

How much money is in the FAIRVIEW HEALTH SERVICES PENSION PLAN?
As of the 2022 Form 5500 filing, FAIRVIEW HEALTH SERVICES PENSION PLAN holds $542M in total assets with 5,177 participants. It is sponsored by FAIRVIEW HEALTH SERVICES.
What type of plan is FAIRVIEW HEALTH SERVICES PENSION PLAN?
FAIRVIEW HEALTH SERVICES PENSION PLAN is a 401(k) plan. It has been effective since 1970-07-09. The plan is filed with the U.S. Department of Labor under EIN 410991680.
Who sponsors the FAIRVIEW HEALTH SERVICES PENSION PLAN?
FAIRVIEW HEALTH SERVICES PENSION PLAN is sponsored by FAIRVIEW HEALTH SERVICES, located in Minnesota. The sponsor's EIN is 410991680 and the plan operates in the Healthcare & Social Assistance industry.
How did FAIRVIEW HEALTH SERVICES PENSION PLAN perform in 2022?
FAIRVIEW HEALTH SERVICES PENSION PLAN declined by 28.2% during 2022, moving from $755M to $542M in total assets. Net income was $-212,884,826.
Where can I find official filings for FAIRVIEW HEALTH SERVICES PENSION PLAN?
Official Form 5500 filings for FAIRVIEW HEALTH SERVICES PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 410991680 or plan name at efast.dol.gov.
How does FAIRVIEW HEALTH SERVICES PENSION PLAN compare to other plans?
You can compare FAIRVIEW HEALTH SERVICES PENSION PLAN against other 401(k) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 410991680.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.