Other · DOL Form 5500 · 2023
Amery Regional Medical Center Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 386
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $79,565
- Avg per participant Below avg balance/head
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.
- #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.
- #14,608
- in Healthcare & Social Assistance (17,684 peers)
- +17.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Amery Hospital & Clinic 403(b)Plan's outsized position 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
Amery Hospital & Clinic 403(b)Plan 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. Amery Hospital & Clinic 403(b)Plan sits mid-pack in the medium band (386 participants).
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.
DOL schedule card
Filing strip 390908320 · Amery Regional Medical Center PY 2023 · Other
Amery Hospital & Clinic 403(b)Plan · $31M · 386 · 80th
- PCT $31M
- PCT 386
- PCT 80th
- PCT Other
- PCT near The Walker School Defined Contribution Retirement Plan
- PCT ind #14608
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 →
Amery Hospital & Clinic 403(b)Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Amery Regional Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 30.04527191300935% vs 2022
- 2024 filing year
| 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.
- 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
Amery Hospital & Clinic 403(b)Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is The Walker School Defined Contribution Retirement Plan in GA ($31M); by covered participants it is 403(b) Thrift Plan of Pathpoint in CA (386 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (386 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Pathpoint (CA) 386 · 0 off
- Children's Home Society of West Virginia 403(b) Plan (WV) 386 · 0 off
- 403(b) Thrift Plan of Family Service League, Inc. (NY) 386 · 0 off
- Lindengrove, Inc. Tda Retirement Savings Plan (WI) 385 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.