Other · DOL Form 5500 · 2022

Ely-Bloomenson Community Hospital Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
106
Participants Small participant base
60th
Percentile by assets National rank
$74,216
Avg per participant Below avg balance/head
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Official DOL plan name: Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan · Sponsored by Ely-Bloomenson Community Hospital · Minnesota · Healthcare & Social Assistance

$8M in assets, 106 participants

Ely-Bloomenson Community Hospital's Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan reported $8M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #13,203 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan covers 106 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $8M.

#13,203
in Healthcare & Social Assistance (20,060 peers)
-13.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan vs every filed plan by assets

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

$7,866,935 Top 40% higher than 60% 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

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan 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. Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan sits mid-pack in the medium band (106 participants).

Form 5500 schedule snapshot

Filing strip 410808719 · Ely-Bloomenson Community Hospital PY 2022 · Other

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan · $8M · 106 · 60th

  • BOY $8M
  • SCH 106
  • EBSA 60th
  • PART Other
  • TYPE near Adelante Development Center, Inc. 403(b) Plan
  • NET ind #13203

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 →

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan in the asset neighbourhood

Ely-Bloomenson Community Hospital Tax Deferred Annuity PlanEly-Bloomenson Community Hos…$8MAdelante Development Center, Inc. 403(b) PlanAdelante Development Center,…$8MMckenzie County Healthcare Systems, Inc. 403(b) PlanMckenzie County Healthcare S…$8MPeninsula Institute for Community Health Inc 403(b) PlanPeninsula Institute for Comm…$8MBronx Charter School for Excellence 403(b) Deferred Compensation PlanBronx Charter School for Exc…$8M
End-of-year total assets ($M) among Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN410808719
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ely-Bloomenson Community Hospital)

Sponsor-wide plan assets over time

All Ely-Bloomenson Community Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$13M 60.432786085050914% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.87M $12.6M ▲ +60.4%
Year Plans Participants Total Assets
2022 1 106 $8M
2023 1 121 $11M
2024 1 130 $13M

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan, Total assets ($B): 0.007866935 · Participants: 106Ely-Bloomenson Community Hospital Tax Deferred Annuity PlanMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Adelante Development Center, Inc. 403(b) Plan in NM ($8M); by covered participants it is Northpointe Christian School 403(b) Plan in MI (106 participants). Same-state nearby plans are listed separately above.

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 Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan assets move in 2022?
Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan pulled back noticeably - down 13.4% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Ely-Bloomenson Community Hospital plan assets changed over time?
Across 3 plan years on file (2022-2024), Ely-Bloomenson Community Hospital's sponsor-wide assets grew 60.4%, from $8M to $13M.
Which Other plans are similar in size to Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Adelante Development Center, Inc. 403(b) Plan in NM ($8M, 640 participants).
Which Other plans cover a similar participant headcount to Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is Northpointe Christian School 403(b) Plan in MI (106 participants, $1M in assets).