401(k) · DOL Form 5500 · 2022

Episcopal Homes of Minnesota 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
221
Participants Below avg headcount
57th
Percentile by assets National rank
$30,467
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Episcopal Homes of Minnesota · Sponsored by Episcopal Homes of Minnesota · Minnesota · Healthcare & Social Assistance

$7M in assets, 221 participants

Episcopal Homes of Minnesota's 403(b) Thrift Plan of Episcopal Homes of Minnesota reported $7M in total assets and 221 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #12,575 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

403(b) Thrift Plan of Episcopal Homes of Minnesota covers 221 participants in Minnesota, about 20% of the average Minnesota filer (state average ~1,126 per filing). Assets: $7M.

#12,575
in Healthcare & Social Assistance (20,060 peers)
-7.5%
assets change YoY

The plan reported a net loss of $545K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Episcopal Homes of Minnesota's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Episcopal Homes of Minnesota vs every filed plan by assets

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

$6,733,311 Top 43% higher than 57% 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

403(b) Thrift Plan of Episcopal Homes of Minnesota 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. 403(b) Thrift Plan of Episcopal Homes of Minnesota sits mid-pack in the medium band (221 participants).

Published 5500 schedule card

Filing strip 410706110 · Episcopal Homes of Minnesota PY 2022 · 401(k)

403(b) Thrift Plan of Episcopal Homes of Minnesota · $7M · 221 · 57th

  • IND $7M
  • EOY 221
  • 5500 57th
  • ASSETS 401(k)
  • PCT near Poultry Products Company of New England LLC 401(k) Profit Sharing Plan
  • EIN ind #12575

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 →

403(b) Thrift Plan of Episcopal Homes of Minnesota in the asset neighbourhood

403(b) Thrift Plan of Episcopal Homes of Minnesota403(b) Thrift Plan of Episco…$7MPoultry Products Company of New England LLC 401(k) Profit Sharing PlanPoultry Products Company of …$7MVisionary Holding Company, Inc. 401(k) Retirement Savings PlanVisionary Holding Company, I…$7MBanyan Street Advisors LLC 401(k) Profit Sharing Plan & TrustBanyan Street Advisors LLC 4…$7MMather Aviation LLC 401(k) Profit Sharing Plan & TrustMather Aviation LLC 401(k) P…$7M
End-of-year total assets ($M) among 403(b) Thrift Plan of Episcopal Homes of Minnesota and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$545K
Employer EIN410706110
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Episcopal Homes of Minnesota)

Sponsor-wide plan assets over time

All Episcopal Homes of Minnesota plans reported in each filing year

Latest sponsor-wide plan assets
$10M 42.3106403372724% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.73M $9.58M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 221 $7M
2023 1 641 $8M
2024 1 861 $10M

Nearby 401(k) Plans in Minnesota

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

403(b) Thrift Plan of Episcopal Homes of Minnesota vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants 403(b) Thrift Plan of Episcopal Homes of Minnesota, Total assets ($B): 0.006733311 · Participants: 221403(b) Thrift Plan of Episcopal Homes of MinnesotaUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
403(b) Thrift Plan of Episcopal Homes of Minnesota vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare 403(b) Thrift Plan of Episcopal Homes of Minnesota side-by-side with 3 peers →

403(b) Thrift Plan of Episcopal Homes of Minnesota's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Poultry Products Company of New England LLC 401(k) Profit Sharing Plan in NH ($7M); by covered participants it is Fts International, LLC 401(k) Profit Sharing Plan in VA (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 403(b) Thrift Plan of Episcopal Homes of Minnesota assets move in 2022? ▼
403(b) Thrift Plan of Episcopal Homes of Minnesota pulled back noticeably - down 7.5% during 2022, from $7M to $7M. Reported net income was -$545K.
How have Episcopal Homes of Minnesota plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal Homes of Minnesota's sponsor-wide assets grew 42.3%, from $7M to $10M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Episcopal Homes of Minnesota? ▼
Among 401(k) plans in other states, the closest by assets is Poultry Products Company of New England LLC 401(k) Profit Sharing Plan in NH ($7M, 231 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Episcopal Homes of Minnesota? ▼
Among 401(k) plans in other states, the closest by covered participants is Fts International, LLC 401(k) Profit Sharing Plan in VA (221 participants, $67M 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 410706110.

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.