Other · DOL Form 5500 · 2022

Jones-Harrison Residence Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
270
Participants Below avg headcount
60th
Percentile by assets National rank
$29,742
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jones-Harrison Residence Retirement Savings Plan · Sponsored by Jones-Harrison Residence · Minnesota · Healthcare & Social Assistance

$8M in assets, 270 participants

Jones-Harrison Residence's Jones-Harrison Residence Retirement Savings Plan reported $8M in total assets and 270 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #13,279 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Jones-Harrison Residence Retirement Savings Plan covers 270 participants in Minnesota, about 24% of the average Minnesota filer (state average ~1,126 per filing). Assets: $8M.

#13,279
in Healthcare & Social Assistance (20,060 peers)
-18.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jones-Harrison Residence Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jones-Harrison Residence Retirement Savings Plan vs every filed plan by assets

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

$8,030,461 Top 40% higher than 60% 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

Jones-Harrison Residence Retirement 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. Jones-Harrison Residence Retirement Savings Plan sits mid-pack in the medium band (270 participants).

Published 5500 schedule card

Filing strip 410693899 · Jones-Harrison Residence PY 2022 · Other

Jones-Harrison Residence Retirement Savings Plan · $8M · 270 · 60th

  • TYPE $8M
  • TYPE 270
  • TYPE 60th
  • TYPE Other
  • TYPE near 403(b) Thrift Plan of Lenox Hill Neighborhood House
  • TYPE ind #13279

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 →

Jones-Harrison Residence Retirement Savings Plan in the asset neighbourhood

Old Salem, Inc. Retirement PlanOld Salem, Inc. Retirement P…$8MJones-Harrison Residence Retirement Savings PlanJones-Harrison Residence Ret…$8M403(b) Thrift Plan of Lenox Hill Neighborhood House403(b) Thrift Plan of Lenox …$8MPennsylvania Institute of Technology Defined Contribution PlanPennsylvania Institute of Te…$8MEmployee Benefit Plan of Health Planning Council of Southwest Florida, Inc.Employee Benefit Plan of Hea…$8M
End-of-year total assets ($M) among Jones-Harrison Residence Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN410693899
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones-Harrison Residence)

Sponsor-wide plan assets over time

All Jones-Harrison Residence plans reported in each filing year

Latest sponsor-wide plan assets
$8M 3.1012416348202176% vs 2022
2023 filing year
$7.7M$7.8M$7.9M$8M$8.1M 20222023 $8.03M $7.78M ▼ -3.1%
Year Plans Participants Total Assets
2022 1 270 $8M
2023 2 665 $8M

Nearby Other Plans in Minnesota

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

Jones-Harrison Residence Retirement Savings Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Jones-Harrison Residence Retirement Savings Plan, Total assets ($B): 0.008030461 · Participants: 270Jones-Harrison Residence Retirement Savings 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
Jones-Harrison Residence Retirement Savings Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Jones-Harrison Residence Retirement Savings Plan side-by-side with 3 peers →

Jones-Harrison Residence Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is 403(b) Thrift Plan of Lenox Hill Neighborhood House in NY ($8M); by covered participants it is The 403(b) Thrift Plan for Canine Companions for Independence, Inc. in CA (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Jones-Harrison Residence Retirement Savings Plan assets move in 2022? ▼
Jones-Harrison Residence Retirement Savings Plan declined sharply - down 18.9% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Jones-Harrison Residence plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jones-Harrison Residence's sponsor-wide assets declined 3.1%, from $8M to $8M.
Which Other plans are similar in size to Jones-Harrison Residence Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Lenox Hill Neighborhood House in NY ($8M, 107 participants).
Which Other plans cover a similar participant headcount to Jones-Harrison Residence Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is The 403(b) Thrift Plan for Canine Companions for Independence, Inc. in CA (270 participants, $19M 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 410693899.

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.