Other · DOL Form 5500 · 2023

SANFORD Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5,488
Participants Above avg headcount
29th
Percentile by assets National rank
$332
Avg per participant Low balance/head
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Official DOL plan name: Sanford 403(b) Retirement Savings Plan · Sponsored by SANFORD · North Dakota · Healthcare & Social Assistance

$2M in assets, 5,488 participants

SANFORD's Sanford 403(b) Retirement Savings Plan reported $2M in total assets and 5,488 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,870 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Dakota

Sanford 403(b) Retirement Savings Plan covers 5,488 participants in North Dakota, 11x the typical North Dakota plan (state average ~504 per filing). Assets: $2M.

#4,870
in Healthcare & Social Assistance (17,684 peers)
-99.0%
assets change YoY

The plan reported a net loss of $178M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sanford 403(b) Retirement Savings Plan among the smaller filed plans by assets

Sanford 403(b) Retirement Savings Plan vs every filed plan by assets

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

$1,819,723 29th percentile higher than 29% of 127,068 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 2023

Sanford 403(b) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sanford 403(b) Retirement Savings Plan lands in the large band (5,488 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sanford 403(b) Retirement Savings Plan reported net income fell from -$53M in the plan year 2022 filing to -$178M in the plan year 2023 filing.
  • Sanford 403(b) Retirement Savings Plan end-of-year assets fell from $179M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sanford 403(b) Retirement Savings Plan reported participants fell from 6,516 in the plan year 2022 filing to 5,488 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 271218956 · SANFORD PY 2023 · Other

Sanford 403(b) Retirement Savings Plan · $2M · 5,488 · 29th

  • BOY $2M
  • BOY 5,488
  • BOY 29th
  • BOY Other
  • BOY near Challenge Enterprises of North Florida, Inc. Retirement Plan
  • BOY ind #4870

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 North Dakota →

Sanford 403(b) Retirement Savings Plan in the asset neighbourhood

Alepr Profit-Sharing Retirement PlanAlepr Profit-Sharing Retirem…$2MEmployee Benefit Plan of Acme Block & Brick, Inc.Employee Benefit Plan of Acm…$2MEmployee Benefit Plan of Tri-County Community Action, Inc.Employee Benefit Plan of Tri…$2MSanford 403(b) Retirement Savings PlanSanford 403(b) Retirement Sa…$2MChallenge Enterprises of North Florida, Inc. Retirement PlanChallenge Enterprises of Nor…$2M
End-of-year total assets ($M) among Sanford 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Dakota filing particulars

Total Assets (Beginning of Year)$179M
Net Assets (End of Year)$2M
Net Income-$178M
Employer EIN271218956
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SANFORD)

Sponsor-wide plan assets over time

All SANFORD plans reported in each filing year

Latest sponsor-wide plan assets
$3.6B 37.08702205547847% vs 2022
2024 filing year
$2.5B$3B$3.5B$4B 202220232024 $2.63B $3.6B ▲ +36.9%
Year Plans Participants Total Assets
2022 2 36,661 $2.6B
2023 2 35,983 $3.1B
2024 2 35,876 $3.6B

Nearby Other Plans in North Dakota

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

Sanford 403(b) Retirement Savings Plan vs. nearby Other plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50050100150200 Total assets ($M) Participants Sanford 403(b) Retirement Savings Plan, Total assets ($M): 1.819723 · Participants: 5488Sanford 403(b) Retirement Savings PlanThe 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital, Total assets ($M): 164.918093 · Participants: 1491The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial HospitalUniversity of Mary Employee Retirement Plan, Total assets ($M): 63.187544 · Participants: 449University of Mary Employee Retirement PlanWest River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan, Total assets ($M): 25.261968 · Participants: 293West River Health Service Foundation and Subsidiaries Tax Deferred Annuity PlanUniversity of Jamestown 403(b) DC Plan, Total assets ($M): 24.564188 · Participants: 357University of Jamestown 403(b) DC PlanAble, Inc. 403(b) Plan, Total assets ($M): 12.254206 · Participants: 251Able, Inc. 403(b) Plan
Sanford 403(b) Retirement Savings Plan vs. nearby Other plans in North Dakota, assets vs. participants
Compare Sanford 403(b) Retirement Savings Plan side-by-side with 3 peers →

Sanford 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside North Dakota, the nearest Other by assets is Challenge Enterprises of North Florida, Inc. Retirement Plan in FL ($2M); by covered participants it is Community Options, Inc. 403(b) Custodial Account Plan in NJ (5,476 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,488 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sanford 403(b) Retirement Savings Plan assets move in 2023? ▼
Sanford 403(b) Retirement Savings Plan contracted severely - down 99.0% during 2023, from $179M to $2M. Reported net income was -$178M.
How have SANFORD plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SANFORD's sponsor-wide assets grew 37.1%, from $2.6B to $3.6B.
Which Other plans are similar in size to Sanford 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Challenge Enterprises of North Florida, Inc. Retirement Plan in FL ($2M, 295 participants).
Which Other plans cover a similar participant headcount to Sanford 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Options, Inc. 403(b) Custodial Account Plan in NJ (5,476 participants, $26M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271218956.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.