Other · DOL Form 5500 · 2023
Amery Regional Medical Center Retirement Plan
Data updated 2026-08-11
- $31M
- Total assets
- 386
- Participants
- 80th
- Percentile by assets
- $79,565
- Avg per participant
Official DOL plan name: Amery Hospital & Clinic 403(b)Plan · Sponsored by Amery Regional Medical Center · Minnesota · Healthcare & Social Assistance
$31M in assets, 386 participants
Amery Regional Medical Center's Amery Hospital & Clinic 403(b)Plan reported $31M in total assets and 386 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 127,072 plans)
- #14,608 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
Amery Hospital & Clinic 403(b)Plan covers 386 participants in Minnesota, about 34% of the average Minnesota filer (state average ~1,126 per filing). Assets: $31M.
- $31M
- total plan assets (2023 EOY)
- 386
- covered participants
- 80th
- percentile by assets (of 127,072 plans)
- $79,565
- avg assets per participant
Where Amery Hospital & Clinic 403(b)Plan sits by total assets
Amery Hospital & Clinic 403(b)Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,711,962 Top 20% higher than 80% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Amery Hospital & Clinic 403(b)Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Amery Hospital & Clinic 403(b)Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Amery Hospital & Clinic 403(b)Plan reported participants rose from 382 in the plan year 2022 filing to 386 in the plan year 2023 filing.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Amery Hospital & Clinic 403(b)Plan reports 386 participants - about 34% of that state average ($31M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $5M |
| Employer EIN | 390908320 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amery Regional Medical Center)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 382 | $26M |
| 2023 | 1 | 386 | $31M |
| 2024 | 1 | 408 | $34M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
Amery Hospital & Clinic 403(b)Plan vs. nearby Other plans in Minnesota, assets vs. participants
- Mayo 403(b) Plan $11.2B · 84,098
- Centracare Health System 403(b) Plan $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan $820M · 5,331
- Carpenters & Joiners Defined Contribution Plan $719M · 21,043
- University of St. Thomas Retirement Plan $422M · 2,481
Similar-Sized Other Plans Nationally
Other plans in other states closest to Amery Hospital & Clinic 403(b)Plan by total assets, not by location.
- The Walker School Defined Contribution Retirement Plan (GA) $31M · 176
- Mental Health Center of Boulder County, Inc. Employee Retirement Plan (CO) $31M · 441
- The Art Institute of Chicago Retirement Savings Plan (IL) $31M · 176
- Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees (IL) $31M · 128
Frequently Asked Questions
How did Amery Hospital & Clinic 403(b)Plan assets move in 2023? ▼
How have Amery Regional Medical Center plan assets changed over time? ▼
Where does Amery Hospital & Clinic 403(b)Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Amery Hospital & Clinic 403(b)Plan? ▼
Next read for Amery Hospital & Clinic 403(b)Plan
Filing takeaways
Ways to act on Amery Hospital & Clinic 403(b)Plan's numbers.
- By total assets, Amery Hospital & Clinic 403(b)Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Minnesota. Compare plans
- Amery Regional Medical Center's sponsor-wide assets have grown 30.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans