Other · DOL Form 5500 · 2023
Centracare Health System Retirement Plan
Data updated 2026-08-25
- $827M
- Total assets Above avg plan size
- 9,437
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $87,607
- Avg per participant Below avg balance/head
Official DOL plan name: Centracare Health System 403(b) Plan · Sponsored by Centracare Health System · Minnesota · Healthcare & Social Assistance
$827M in assets, 9,437 participants
Centracare Health System's Centracare Health System 403(b) Plan reported $827M in total assets and 9,437 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,423 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
Centracare Health System 403(b) Plan covers 9,437 participants in Minnesota, 8.4x the typical Minnesota plan (state average ~1,126 per filing). Assets: $827M.
- #17,423
- in Healthcare & Social Assistance (17,684 peers)
- +11.8%
- assets growth YoY
- 8.3×
- vs typical plan assets (national mean)
Centracare Health System 403(b) Plan's outsized position by total assets
Centracare Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$826,746,245 Top 2% higher than 98% 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
Centracare Health System 403(b) 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. Centracare Health System 403(b) Plan lands in the large band (9,437 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Centracare Health System 403(b) Plan reported net income rose from -$249M in the plan year 2022 filing to $87M in the plan year 2023 filing.
- Centracare Health System 403(b) Plan reported participants fell from 10,840 in the plan year 2022 filing to 9,437 in the plan year 2023 filing.
- Centracare Health System 403(b) Plan end-of-year assets rose from $739M in the plan year 2022 filing to $827M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 411813221 · Centracare Health System PY 2023 · Other
Centracare Health System 403(b) Plan · $827M · 9,437 · 98th
- BOOK $827M
- VS-ST 9,437
- BOY 98th
- SCH Other
- EBSA near Lehigh University Retirement Plan
- PART ind #17423
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 →
Centracare Health System 403(b) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $739M |
|---|---|
| Net Assets (End of Year) | $827M |
| Net Income | $87M |
| Employer EIN | 411813221 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Centracare Health System)
Sponsor-wide plan assets over time
All Centracare Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 34.093829776898545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 23,875 | $1.6B |
| 2023 | 2 | 21,434 | $1.9B |
| 2024 | 2 | 19,420 | $2.1B |
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
- 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
- Carleton College Defined Contribution Plan $365M · 821
Scale composition for Centracare Health System 403(b) Plan
Centracare Health System 403(b) Plan reports $827M in end-of-year assets across 9,437 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $87,607 per participant (63% of the national average assets-per-participant) . Net income for plan year 2023 was $87M.
This plan identity (EIN 411813221, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $739M to $867M (+17.2%) while covered participants moved from 10,840 to 8,227 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,840 | $739M | Open filing |
| 2023 | 9,437 | $827M | This page |
| 2024 · index core | 8,227 | $867M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Centracare Health System Retirement Plan (401(k), $1.2B, 11,193 participants)
- Centracare Health System 403(b) Plan (Other, $867M, 8,227 participants)
Centracare Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Lehigh University Retirement Plan in PA ($826M); by covered participants it is Northwestern University Retirement Plan in IL (9,440 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($827M here).
- Lehigh University Retirement Plan (PA) $826M · 1,928
- Joint Annuity Fund Local 164 IBEW (NJ) $832M · 2,841
- El Camino Hospital 403(b) Retirement Plan (CA) $834M · 4,033
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (NY) $834M · 10,171
Similar participant headcount
Nearest other-state filings by covered participants (9,437 participants); asset peers above are excluded.
- Northwestern University Retirement Plan (IL) 9,440 · 3 off
- Nebraska Medicine Retirement Plan - Base and Matching Contributions (NE) 9,430 · 7 off
- Nebraska Medicine Retirement Plan - Employee Contributions (NE) 9,430 · 7 off
- Lifespan Corporation 403(b)Retirement Plan (RI) 9,416 · 21 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.