Other · DOL Form 5500 · 2023

United Hospital District, Inc. Retirement Plan

Data updated 2026-08-11

$17M
Total assets
249
Participants
70th
Percentile by assets
$70,247
Avg per participant
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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.

  • 70th percentile by assets (of 127,072 plans)
  • #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.

$17M
total plan assets (2023 EOY)
249
covered participants
70th
percentile by assets (of 127,072 plans)
$70,247
avg assets per participant

Where United Hospital District 403(b) Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. United Hospital District 403(b) Plan reports 249 participants - about 22% of that state average ($17M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN454165628
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Hospital District, Inc.)

$12M$14M$16M$18M$20M$22M 202220232024 $14.2M $20.9M ▲ +46.9%
Total plan assets by year, all United Hospital District, Inc. plans on file
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.

United Hospital District 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants United Hospital Dist…, Total assets ($B): 0.017491476 · Participants: 249United Hospital Dist…Mayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health Sy…, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health Sy…Childrens Hospitals …, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals …Carpenters & Joiners…, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners…University of St. Th…, Total assets ($B): 0.4224871 · Participants: 2481University of St. Th…
United Hospital District 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to United Hospital District 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did United Hospital District 403(b) Plan assets move in 2023?
United Hospital District 403(b) Plan grew sharply - up 23.3% during 2023, from $14M to $17M. Reported net income was $3M.
How have United Hospital District, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), United Hospital District, Inc.'s sponsor-wide assets grew 46.9%, from $14M to $21M.
Which Other plans are similar in size to United Hospital District 403(b) Plan?
Among Other plans in other states, the closest by assets is Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan in DC ($17M, 155 participants).

Filing takeaways

Ways to act on United Hospital District 403(b) Plan's numbers.