Profit Sharing · DOL Form 5500 · 2022
Essentia Health Profit Sharing Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 14,444
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $111,686
- Avg per participant Below avg balance/head
Official DOL plan name: Essentia Health Retirement Plan · Sponsored by Essentia Health · Minnesota · Healthcare & Social Assistance
$1.6B in assets, 14,444 participants
Essentia Health's Essentia Health Retirement Plan reported $1.6B in total assets and 14,444 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,959 in Healthcare & Social Assistance (20,060 peers)
Coverage in Minnesota
Essentia Health Retirement Plan covers 14,444 participants in Minnesota, 13x the typical Minnesota plan (state average ~1,126 per filing). Assets: $1.6B.
- #19,959
- in Healthcare & Social Assistance (20,060 peers)
- -15.2%
- assets change YoY
- 16×
- vs typical plan assets (national mean)
The plan reported a net loss of $290M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Essentia Health Retirement Plan's outsized position by total assets
Essentia Health Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,613,187,260 Top 1% higher than 99% 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
Essentia Health Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Essentia Health Retirement Plan is a mega filing (14,444 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 200360007 · Essentia Health PY 2022 · Profit Sharing
Essentia Health Retirement Plan · $1.6B · 14,444 · 99th
- PCT $1.6B
- PCT 14,444
- PCT 99th
- PCT Profit Sharing
- PCT near Prisma Health Retirement Savings Plan
- PCT ind #19959
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 →
Essentia Health Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | -$290M |
| Employer EIN | 200360007 |
| Plan Effective Date | 1965-12-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Essentia Health)
Sponsor-wide plan assets over time
All Essentia Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.3B 34.17601445297837% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,815 | $1.7B |
| 2023 | 2 | 16,711 | $2.0B |
| 2024 | 2 | 16,810 | $2.3B |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Pipe Trades Services Mn Pension Supplement Fund $1.4B · 6,268
- Allina 403(b) Retirement Savings Plan $847M · 10,170
- Fairview Health Services Pension Plan $542M · 5,177
- Cargill Employee Retirement Account Plan $397M · 18,794
- Regions Hospital Retirement Savings 401(k) Plan $390M · 5,861
Scale composition for Essentia Health Retirement Plan
Essentia Health Retirement Plan reports $1.6B in end-of-year assets across 14,444 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $111,686 per participant (81% of the national average assets-per-participant) . Net income for plan year 2022 was -$290M.
This plan identity (EIN 200360007, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.2B (+35.7%) while covered participants moved from 14,444 to 15,695 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,444 | $1.6B | This page |
| 2023 | 15,491 | $1.9B | Open filing |
| 2024 · index core | 15,695 | $2.2B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Essentia Health Retirement Plan (401(k), $2.2B, 15,695 participants)
- Essentia Health 403(b) Plan (401(k), $90M, 1,115 participants)
Essentia Health Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Prisma Health Retirement Savings Plan in SC ($1.6B); by covered participants it is Lehigh Valley Health Network, Inc. Defined Contribution Retirement Plan in PA (14,363 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- Prisma Health Retirement Savings Plan (SC) $1.6B · 27,548
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO (NY) $1.6B · 3,494
- Henry Ford Health System Retirement Savings Plan (MI) $1.6B · 15,480
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO (NY) $1.5B · 5,696
Similar participant headcount
Nearest other-state filings by covered participants (14,444 participants); asset peers above are excluded.
- Lehigh Valley Health Network, Inc. Defined Contribution Retirement Plan (PA) 14,363 · 81 off
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan (FL) 14,201 · 243 off
- Indiana Laborers Defined Contribution Trust Fund (IN) 13,678 · 766 off
- Rochester Regional Health 403(b) Defined Contribution Plan (NY) 15,215 · 771 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.