Other · DOL Form 5500 · 2023
United Hospital District, Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 249
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $70,247
- Avg per participant Below avg balance/head
Official DOL plan name: United Hospital District 403(b) Plan · Sponsored by United Hospital District, Inc. · Minnesota · Healthcare & Social Assistance
$17M in assets, 249 participants
United Hospital District, Inc.'s United Hospital District 403(b) Plan reported $17M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #13,237 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
United Hospital District 403(b) Plan covers 249 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $17M.
- #13,237
- in Healthcare & Social Assistance (17,684 peers)
- +23.3%
- assets growth YoY
United Hospital District 403(b) Plan's outsized position by total assets
United Hospital District 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,491,476 Top 30% higher than 70% 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
United Hospital District 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. United Hospital District 403(b) Plan sits mid-pack in the medium band (249 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Hospital District 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- United Hospital District 403(b) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- United Hospital District 403(b) Plan reported participants rose from 233 in the plan year 2022 filing to 249 in the plan year 2023 filing.
DOL schedule card
Filing strip 454165628 · United Hospital District, Inc. PY 2023 · Other
United Hospital District 403(b) Plan · $17M · 249 · 70th
- EOY $17M
- EOY 249
- EOY 70th
- EOY Other
- EOY near Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan
- EOY ind #13237
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 →
United Hospital District 403(b) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 454165628 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Hospital District, Inc.)
Sponsor-wide plan assets over time
All United Hospital District, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 46.936112867190424% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 233 | $14M |
| 2023 | 1 | 249 | $17M |
| 2024 | 1 | 257 | $21M |
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
United Hospital District 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan in DC ($17M); by covered participants it is Knox County Associated for Remarkable Citizens, Inc. 403(b) Plan in IN (249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (249 participants); asset peers above are excluded.
- Knox County Associated for Remarkable Citizens, Inc. 403(b) Plan (IN) 249 · 0 off
- Cottey College DC Retirement Plan (MO) 249 · 0 off
- Virtuous Management Group (FL) 248 · 1 off
- French International School 403(b) Retirement Plan (MD) 248 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.