Profit Sharing · DOL Form 5500 · 2023

Avera Marshall Regional Medical Center Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
62
Participants Small participant base
28th
Percentile by assets National rank
$24,713
Avg per participant Low balance/head
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Official DOL plan name: Pera Replacement Plan for Certain Employees of Avera Marshall · Sponsored by Avera Marshall Regional Medical Center · Minnesota · Healthcare & Social Assistance

$2M in assets, 62 participants

Avera Marshall Regional Medical Center's Pera Replacement Plan for Certain Employees of Avera Marshall reported $2M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,373 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Pera Replacement Plan for Certain Employees of Avera Marshall grew at a solid clip 11.6% in 2023 ($1M → $2M) for 62 participants.

#4,373
in Healthcare & Social Assistance (17,684 peers)
+11.6%
assets growth YoY

Pera Replacement Plan for Certain Employees of Avera Marshall among the smaller filed plans by assets

Pera Replacement Plan for Certain Employees of Avera Marshall vs every filed plan by assets

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

$1,532,225 28th percentile higher than 28% 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

Pera Replacement Plan for Certain Employees of Avera Marshall among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pera Replacement Plan for Certain Employees of Avera Marshall is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pera Replacement Plan for Certain Employees of Avera Marshall reported net income rose from -$383K in the plan year 2022 filing to $159K in the plan year 2023 filing.
  • Pera Replacement Plan for Certain Employees of Avera Marshall reported participants fell from 83 in the plan year 2022 filing to 62 in the plan year 2023 filing.
  • Pera Replacement Plan for Certain Employees of Avera Marshall end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410919153 · Avera Marshall Regional Medical Center PY 2023 · Profit Sharing

Pera Replacement Plan for Certain Employees of Avera Marshall · $2M · 62 · 28th

  • EBSA $2M
  • EBSA 62
  • EBSA 28th
  • EBSA Profit Sharing
  • EBSA near Neurological Associates of the Ozarks, Inc. Profit Sharing Plan
  • EBSA ind #4373

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 →

Pera Replacement Plan for Certain Employees of Avera Marshall in the asset neighbourhood

Pera Replacement Plan for Certain Employees of Avera MarshallPera Replacement Plan for Ce…$2MNeurological Associates of the Ozarks, Inc. Profit Sharing PlanNeurological Associates of t…$2MChaus Realty LLC Profit Sharing PlanChaus Realty LLC Profit Shar…$2MSurety Title Agency, Inc Profit Sharing Plan & TrustSurety Title Agency, Inc Pro…$2MSjl Family Inc. Retirement PlanSjl Family Inc. Retirement P…$2M
End-of-year total assets ($M) among Pera Replacement Plan for Certain Employees of Avera Marshall and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Avera Marshall Regional Medical Center years around the 2023 move

Sponsor-wide plan assets over time

All Avera Marshall Regional Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$1M 5.943942360358471% vs 2022
2024 filing year
$1.35M$1.4M$1.45M$1.5M$1.55M 202220232024 $1.37M $1.45M ▲ +5.8%
Year Plans Participants Total Assets
2022 1 83 $1M
2023 1 62 $2M
2024 1 56 $1M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$159K
Employer EIN410919153
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Minnesota

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

Pera Replacement Plan for Certain Employees of Avera Marshall vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Pera Replacement Plan for Certain Employees of Avera Marshall, Total assets ($B): 0.001532225 · Participants: 62Pera Replacement Plan for Certain Employees of Avera MarshallEssentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Pera Replacement Plan for Certain Employees of Avera Marshall vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Pera Replacement Plan for Certain Employees of Avera Marshall side-by-side with 3 peers →

Pera Replacement Plan for Certain Employees of Avera Marshall's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Neurological Associates of the Ozarks, Inc. Profit Sharing Plan in MO ($2M); by covered participants it is Bml, Inc. Profit Sharing Plan in TX (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Pera Replacement Plan for Certain Employees of Avera Marshall assets move in 2023? ▼
Pera Replacement Plan for Certain Employees of Avera Marshall grew at a solid clip - up 11.6% during 2023, from $1M to $2M. Reported net income was $159K.
How have Avera Marshall Regional Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avera Marshall Regional Medical Center's sponsor-wide assets grew 5.9%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Pera Replacement Plan for Certain Employees of Avera Marshall? ▼
Among Profit Sharing plans in other states, the closest by assets is Neurological Associates of the Ozarks, Inc. Profit Sharing Plan in MO ($2M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Pera Replacement Plan for Certain Employees of Avera Marshall? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bml, Inc. Profit Sharing Plan in TX (62 participants, $4M 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 410919153.

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.