Other · DOL Form 5500 · 2022

United Hospital District, Inc. Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
233
Participants Below avg headcount
72nd
Percentile by assets National rank
$60,889
Avg per participant Low balance/head
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Official DOL plan name: United Hospital District 403(b) Plan · Sponsored by United Hospital District, Inc. · Minnesota · Healthcare & Social Assistance

$14M in assets, 233 participants

United Hospital District, Inc.'s United Hospital District 403(b) Plan reported $14M in total assets and 233 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,282 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

United Hospital District 403(b) Plan covers 233 participants in Minnesota, about 21% of the average Minnesota filer (state average ~1,126 per filing). Assets: $14M.

#15,282
in Healthcare & Social Assistance (20,060 peers)
-8.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Hospital District 403(b) Plan's outsized position by total assets

United Hospital District 403(b) Plan vs every filed plan by assets

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

$14,187,223 Top 28% higher than 72% 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

United Hospital District 403(b) 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. United Hospital District 403(b) Plan sits mid-pack in the medium band (233 participants).

Plan-year Form 5500 strip

Filing strip 454165628 · United Hospital District, Inc. PY 2022 · Other

United Hospital District 403(b) Plan · $14M · 233 · 72nd

  • BOY $14M
  • SCH 233
  • EBSA 72nd
  • PART Other
  • TYPE near St. Camillus Residential Health Care Facilities Tax Sheltered Annuity Plan
  • NET ind #15282

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 →

United Hospital District 403(b) Plan in the asset neighbourhood

Shenandoah Valley Medical System Inc. Retirement PlanShenandoah Valley Medical Sy…$14MUnited Hospital District 403(b) PlanUnited Hospital District 403…$14MSt. Camillus Residential Health Care Facilities Tax Sheltered Annuity PlanSt. Camillus Residential Hea…$14MBienvivir Senior Health Services Employer Tda ProgramBienvivir Senior Health Serv…$14MNational Association of Secondary School Principals Section 403(b) PlanNational Association of Seco…$14M
End-of-year total assets ($M) among United Hospital District 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN454165628
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Hospital District, Inc.)

Sponsor-wide plan assets over time

All United Hospital District, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 46.936112867190424% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.2M $20.9M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 233 $14M
2023 1 249 $17M
2024 1 257 $21M

Nearby Other Plans in Minnesota

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

United Hospital District 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants United Hospital District 403(b) Plan, Total assets ($B): 0.014187223 · Participants: 233United Hospital District 403(b) 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
United Hospital District 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants

United Hospital District 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is St. Camillus Residential Health Care Facilities Tax Sheltered Annuity Plan in NY ($14M); by covered participants it is Trinity Washington University DC Retirement Plan in DC (233 participants). Same-state nearby plans are listed separately above.

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 United Hospital District 403(b) Plan assets move in 2022?
United Hospital District 403(b) Plan pulled back noticeably - down 8.4% during 2022, from $15M to $14M. Reported net income was -$1M.
How have United Hospital District, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), United Hospital District, Inc.'s sponsor-wide assets grew 46.9%, from $14M to $21M.
Which Other plans are similar in size to United Hospital District 403(b) Plan?
Among Other plans in other states, the closest by assets is St. Camillus Residential Health Care Facilities Tax Sheltered Annuity Plan in NY ($14M, 395 participants).
Which Other plans cover a similar participant headcount to United Hospital District 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Trinity Washington University DC Retirement Plan in DC (233 participants, $28M in assets).