Other · DOL Form 5500 · 2022
Essentia Health Retirement Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 1,371
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $62,278
- Avg per participant Low balance/head
Official DOL plan name: Essentia Health 403(b) Plan · Sponsored by Essentia Health · Minnesota · Healthcare & Social Assistance
$85M in assets, 1,371 participants
Essentia Health's Essentia Health 403(b) Plan reported $85M in total assets and 1,371 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,650 in Healthcare & Social Assistance (20,060 peers)
Where Essentia Health 403(b) Plan sits by assets
Essentia Health 403(b) Plan sits in the top 10% of all filed plans by assets, $85M for 1,371 participants (~$62,278/participant), down 23.9% in 2022.
- #18,650
- in Healthcare & Social Assistance (20,060 peers)
- -23.9%
- assets change YoY
- 0.9×
- 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.
Essentia Health 403(b) Plan's outsized position by total assets
Essentia Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$85,383,607 Top 8% higher than 92% 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 403(b) 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. Essentia Health 403(b) Plan lands in the large band (1,371 participants).
Form 5500 schedule snapshot
Filing strip 200360007 · Essentia Health PY 2022 · Other
Essentia Health 403(b) Plan · $85M · 1,371 · 92nd
- PCT $85M
- EIN 1,371
- RANK 92nd
- PHOTO Other
- IND near Cape Regional Medical Center Defined Contribution Retirement Plan
- EOY ind #18650
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 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | -$27M |
| Employer EIN | 200360007 |
| Plan Effective Date | 2009-01-01 |
| 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 Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $9.5B · 80,932
- Centracare Health System 403(b) Plan $739M · 10,840
- Childrens Hospitals and Clinics Matched Savings Plan $692M · 5,009
- Carpenters & Joiners Defined Contribution Plan $583M · 20,332
- University of St. Thomas Retirement Plan $358M · 2,317
Essentia Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Cape Regional Medical Center Defined Contribution Retirement Plan in NJ ($85M); by covered participants it is Center for Human Development DC Retirement Plan in MA (1,373 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,371 participants); asset peers above are excluded.
- Center for Human Development DC Retirement Plan (MA) 1,373 · 2 off
- Brigham Young University-Idaho Tax-Deferred Annuity Plan (ID) 1,368 · 3 off
- Martin Luther King Jr. Community Hospital 403(b) Retirement Plan (CA) 1,368 · 3 off
- Otis R. Bowen Center 403(b) Plan (IN) 1,366 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.