401(k) · DOL Form 5500 · 2022
Hazelden Betty Ford Foundation 401(k) Plan
Data updated 2026-08-25
- $112M
- Total assets Near avg plan size
- 1,642
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $68,473
- Avg per participant Below avg balance/head
Official DOL plan name: Hazelden Betty Ford Foundation Retirement Savings Plan · Sponsored by Hazelden Betty Ford Foundation · Minnesota · Healthcare & Social Assistance
$112M in assets, 1,642 participants
Hazelden Betty Ford Foundation's Hazelden Betty Ford Foundation Retirement Savings Plan reported $112M in total assets and 1,642 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,915 in Healthcare & Social Assistance (20,060 peers)
Where Hazelden Betty Ford Foundation Retirement Savings Plan sits by assets
Hazelden Betty Ford Foundation Retirement Savings Plan sits in the top 10% of all filed plans by assets, $112M for 1,642 participants (~$68,473/participant), down 19.2% in 2022.
- #18,915
- in Healthcare & Social Assistance (20,060 peers)
- -19.2%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hazelden Betty Ford Foundation Retirement Savings Plan's outsized position by total assets
Hazelden Betty Ford Foundation Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$112,433,042 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hazelden Betty Ford Foundation Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hazelden Betty Ford Foundation Retirement Savings Plan lands in the large band (1,642 participants).
Plan-year Form 5500 strip
Filing strip 410682405 · Hazelden Betty Ford Foundation PY 2022 · 401(k)
Hazelden Betty Ford Foundation Retirement Savings Plan · $112M · 1,642 · 93rd
- EOY $112M
- EOY 1,642
- EOY 93rd
- EOY 401(k)
- EOY near Retina Consultants of America 401(k) Plan
- EOY ind #18915
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 →
Hazelden Betty Ford Foundation Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $112M |
| Net Income | -$27M |
| Employer EIN | 410682405 |
| Plan Effective Date | 1971-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hazelden Betty Ford Foundation)
Sponsor-wide plan assets over time
All Hazelden Betty Ford Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $139M 23.97574015652801% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,642 | $112M |
| 2023 | 1 | 1,639 | $135M |
| 2024 | 1 | 1,654 | $139M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Hazelden Betty Ford Foundation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Retina Consultants of America 401(k) Plan in TX ($112M); by covered participants it is Park Lawn 401(k) Plan in TX (1,642 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($112M here).
- Retina Consultants of America 401(k) Plan (TX) $112M · 26
- Connell Foley, LLP Employees 401(k) Profit Sharing Plan (NJ) $112M · 238
- Kemin Worldwide Holdings, Inc. Savings Plan (IA) $112M · 828
- New Era 401(k) Plan (PA) $112M · 1,415
Similar participant headcount
Nearest other-state filings by covered participants (1,642 participants); asset peers above are excluded.
- Park Lawn 401(k) Plan (TX) 1,642 · 0 off
- Momentive Performance Materials Savings Plan (NY) 1,642 · 0 off
- Islands Restaurants 401(k) Plan (CA) 1,642 · 0 off
- Devon Energy Corporation Incentive Savings Plan (OK) 1,642 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.