401(k) · DOL Form 5500 · 2022

Hiawatha Valley Mental Health 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
109
Participants Small participant base
43rd
Percentile by assets National rank
$31,343
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Hiawatha Valley Mental Health Center · Sponsored by Hiawatha Valley Mental Health · Minnesota · Other Services

$3M in assets, 109 participants

Hiawatha Valley Mental Health's 403(b) Thrift Plan of Hiawatha Valley Mental Health Center reported $3M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #5,385 in Other Services (8,398 peers)

Coverage in Minnesota

403(b) Thrift Plan of Hiawatha Valley Mental Health Center covers 109 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $3M.

#5,385
in Other Services (8,398 peers)
-3.7%
assets change YoY

The plan reported a net loss of $132K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Hiawatha Valley Mental Health Center's mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan of Hiawatha Valley Mental Health Center vs every filed plan by assets

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

$3,416,431 43rd percentile higher than 43% 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 Hiawatha Valley Mental Health Center 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 Hiawatha Valley Mental Health Center sits mid-pack in the medium band (109 participants).

Plan-year Form 5500 strip

Filing strip 410889423 · Hiawatha Valley Mental Health PY 2022 · 401(k)

403(b) Thrift Plan of Hiawatha Valley Mental Health Center · $3M · 109 · 43rd

  • IND $3M
  • EOY 109
  • 5500 43rd
  • ASSETS 401(k)
  • PCT near Eastern Star Hall and Home, Inc. 401(k) Savings Plan
  • EIN ind #5385

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 Other Services retirement plans → · Plans in Minnesota →

403(b) Thrift Plan of Hiawatha Valley Mental Health Center in the asset neighbourhood

403(b) Thrift Plan of Hiawatha Valley Mental Health Center403(b) Thrift Plan of Hiawat…$3MEastern Star Hall and Home, Inc. 401(k) Savings PlanEastern Star Hall and Home, …$3MThe Jay Group Retirement Plan$3MHealthy Living Market 401(k) Retirement PlanHealthy Living Market 401(k)…$3MSharps Compliance 401(k) Plan$3M
End-of-year total assets ($M) among 403(b) Thrift Plan of Hiawatha Valley Mental Health Center and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$132K
Employer EIN410889423
Plan Effective Date1993-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hiawatha Valley Mental Health)

Sponsor-wide plan assets over time

All Hiawatha Valley Mental Health plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.715513060266694% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.42M $4.43M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 109 $3M
2023 1 144 $4M
2024 1 153 $4M

Nearby 401(k) Plans in Minnesota

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

403(b) Thrift Plan of Hiawatha Valley Mental Health Center vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants 403(b) Thrift Plan of Hiawatha Valley Mental Health Center, Total assets ($B): 0.003416431 · Participants: 109403(b) Thrift Plan of Hiawatha Valley Mental Health CenterUnitedhealth 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 Hiawatha Valley Mental Health Center vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare 403(b) Thrift Plan of Hiawatha Valley Mental Health Center side-by-side with 3 peers →

403(b) Thrift Plan of Hiawatha Valley Mental Health Center's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Eastern Star Hall and Home, Inc. 401(k) Savings Plan in NY ($3M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Hiawatha Valley Mental Health Center assets move in 2022? ▼
403(b) Thrift Plan of Hiawatha Valley Mental Health Center edged down modestly - down 3.7% during 2022, from $4M to $3M. Reported net income was -$132K.
How have Hiawatha Valley Mental Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hiawatha Valley Mental Health's sponsor-wide assets grew 29.7%, from $3M to $4M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Hiawatha Valley Mental Health Center? ▼
Among 401(k) plans in other states, the closest by assets is Eastern Star Hall and Home, Inc. 401(k) Savings Plan in NY ($3M, 108 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Hiawatha Valley Mental Health Center? ▼
Among 401(k) plans in other states, the closest by covered participants is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants, N/A 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 410889423.

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.