401(k) · DOL Form 5500 · 2023

Grand Itasca Clinic & Hospital 401(k) Plan

Data updated 2026-08-11

$99M
Total assets
665
Participants
91st
Percentile by assets
$149,121
Avg per participant
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Official DOL plan name: Grand Itasca Clinic & Hospital 401(k) Plan and Trust · Sponsored by Grand Itasca Clinic & Hospital · Minnesota · Healthcare & Social Assistance

$99M in assets, 665 participants

Grand Itasca Clinic & Hospital's Grand Itasca Clinic & Hospital 401(k) Plan and Trust reported $99M in total assets and 665 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #16,315 in Healthcare & Social Assistance (17,684 peers)

Where Grand Itasca Clinic & Hospital 401(k) Plan and Trust sits by assets

Grand Itasca Clinic & Hospital 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $99M for 665 participants (~$149,121/participant), up 17.7% in 2023.

$99M
total plan assets (2023 EOY)
665
covered participants
91st
percentile by assets (of 127,072 plans)
$149,121
avg assets per participant

Where Grand Itasca Clinic & Hospital 401(k) Plan and Trust sits by total assets

Grand Itasca Clinic & Hospital 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$99,165,198 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grand Itasca Clinic & Hospital 401(k) Plan and Trust reported net income rose from -$18M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Grand Itasca Clinic & Hospital 401(k) Plan and Trust end-of-year assets rose from $84M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • Grand Itasca Clinic & Hospital 401(k) Plan and Trust reported participants rose from 644 in the plan year 2022 filing to 665 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Grand Itasca Clinic & Hospital 401(k) Plan and Trust vs the 2023 asset distribution

By assets, Grand Itasca Clinic & Hospital 401(k) Plan and Trust outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$99M
Net Income$15M
Employer EIN411865874
Plan Effective Date1960-08-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Grand Itasca Clinic & Hospital)

$80M$90M$100M$110M$120M 202220232024 $84.3M $114M ▲ +35.2%
Total plan assets by year, all Grand Itasca Clinic & Hospital plans on file
Year Plans Participants Total Assets
2022 1 644 $84M
2023 1 665 $99M
2024 1 741 $114M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Grand Itasca Clinic & Hospital 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Grand Itasca Clinic …, Total assets ($B): 0.099165198 · Participants: 665Grand Itasca Clinic …Unitedhealth Group 4…, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 4…Target Corporation 4…, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 4…Medtronic Savings an…, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings an…3M Voluntary Investm…, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investm…U.S. Bank 401(k) Sav…, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Sav…
Grand Itasca Clinic & Hospital 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Grand Itasca Clinic & Hospital 401(k) Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Grand Itasca Clinic & Hospital 401(k) Plan and Trust assets move in 2023?
Grand Itasca Clinic & Hospital 401(k) Plan and Trust grew sharply - up 17.7% during 2023, from $84M to $99M. Reported net income was $15M.
How have Grand Itasca Clinic & Hospital plan assets changed over time?
Across 3 plan years on file (2022-2024), Grand Itasca Clinic & Hospital's sponsor-wide assets grew 35.2%, from $84M to $114M.
Where does Grand Itasca Clinic & Hospital 401(k) Plan and Trust rank by assets among Form 5500 filers?
Grand Itasca Clinic & Hospital 401(k) Plan and Trust ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Grand Itasca Clinic & Hospital 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Southeast Alaska Regional Health Consortium (Searhc) 401(k) Plan in AK ($99M, 951 participants).

Next read for Grand Itasca Clinic & Hospital 401(k) Pl…

Scale reading

Ways to act on Grand Itasca Clinic & Hospital 401(k) Plan and Trust's numbers.