Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Astera Health Employee Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Astera Health · Minnesota · Healthcare & Social Assistance

What the 2023 filing shows

Astera Health Employee Retirement Plan holds $39M for 438 participants — about $89,907 per participant, down 21.6% over the 2022 plan year.

$39M
total plan assets (2022 EOY)
438
covered participants
$89,907
avg assets per participant
-21.6%
assets change YoY

The plan reported a net loss of $11M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$39M
Participants
438
State
Industry
Healthcare & Social Assistance

What the Filing Says About Astera Health Employee Retirement Plan

Astera Health Employee Retirement Plan is a Profit Sharing retirement plan sponsored by Astera Health, headquartered in Minnesota. As of the 2022 Form 5500 filing, the plan reports $39M in total end-of-year assets and covers 438 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 410713913, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $50M at the beginning of 2022 to $39M at year-end — a decline of 21.6%. Net assets (after liabilities) closed the year at $39M, with reported net income of $-10,874,770 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$50M
Total Assets (End of Year)$39M
Net Assets (End of Year)$39M
Net Income$-10,874,770
Plan TypeProfit Sharing
Employer EIN410713913
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Astera Health)

Year Plans Participants Total Assets
2022 1 438 $39M
2023 1 444 $42M
2024 1 453 $46M

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Astera Health Employee Retirement Plan?
As of the 2022 Form 5500 filing, Astera Health Employee Retirement Plan holds $39M in total assets with 438 participants. It is sponsored by Astera Health.
What type of plan is Astera Health Employee Retirement Plan?
Astera Health Employee Retirement Plan is a Profit Sharing plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 410713913.
Who sponsors the Astera Health Employee Retirement Plan?
Astera Health Employee Retirement Plan is sponsored by Astera Health, located in Minnesota. The sponsor's EIN is 410713913 and the plan operates in the Healthcare & Social Assistance industry.
How did Astera Health Employee Retirement Plan perform in 2022?
Astera Health Employee Retirement Plan declined by 21.6% during 2022, moving from $50M to $39M in total assets. Net income was $-10,874,770.
Where can I find official filings for Astera Health Employee Retirement Plan?
Official Form 5500 filings for Astera Health Employee Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 410713913 or plan name at efast.dol.gov.
How does Astera Health Employee Retirement Plan compare to other plans?
You can compare Astera Health Employee Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 410713913.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.