401(k) · DOL Form 5500 · 2023
Grand Itasca Clinic & Hospital 401(k) Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 665
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $149,121
- Avg per participant Above avg balance/head
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.
- #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.
- #16,315
- in Healthcare & Social Assistance (17,684 peers)
- +17.7%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Grand Itasca Clinic & Hospital 401(k) Plan and Trust's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Grand Itasca Clinic & Hospital 401(k) Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grand Itasca Clinic & Hospital 401(k) Plan and Trust sits mid-pack in the medium band (665 participants).
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.
Plan-year Form 5500 strip
Filing strip 411865874 · Grand Itasca Clinic & Hospital PY 2023 · 401(k)
Grand Itasca Clinic & Hospital 401(k) Plan and Trust · $99M · 665 · 91st
- BOY $99M
- BOY 665
- BOY 91st
- BOY 401(k)
- BOY near Southeast Alaska Regional Health Consortium (Searhc) 401(k) Plan
- BOY ind #16315
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 →
Grand Itasca Clinic & Hospital 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $15M |
| Employer EIN | 411865874 |
| Plan Effective Date | 1960-08-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Grand Itasca Clinic & Hospital)
Sponsor-wide plan assets over time
All Grand Itasca Clinic & Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $114M 35.238751255154654% vs 2022
- 2024 filing year
| 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.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Grand Itasca Clinic & Hospital 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Southeast Alaska Regional Health Consortium (Searhc) 401(k) Plan in AK ($99M); by covered participants it is Quality Equipment, LLC 401(k) Plan in NC (665 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
- Southeast Alaska Regional Health Consortium (Searhc) 401(k) Plan (AK) $99M · 951
- Salem Five 401(k) Retirement Plan (MA) $99M · 635
- Papa John's International, Inc. 401(k) Plan (GA) $99M · 7,695
- Constant Contact Inc. 401(k) Plan (MA) $99M · 1,003
Similar participant headcount
Nearest other-state filings by covered participants (665 participants); asset peers above are excluded.
- Quality Equipment, LLC 401(k) Plan (NC) 665 · 0 off
- Brown Jordan Inc. 401(k) Plan (FL) 665 · 0 off
- Prairie Band Potawatomi Entertainment Corporation 401(k) Plan (KS) 665 · 0 off
- Smarsh 401(k) Plan (OR) 665 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.