401(k) · DOL Form 5500 · 2023

Minneapolis Heart Institute Foundation 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
84
Participants Small participant base
62nd
Percentile by assets National rank
$140,794
Avg per participant Near avg balance/head
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Official DOL plan name: Minneapolis Heart Institute Foundation · Sponsored by Minneapolis Heart Institute Foundation · Minnesota · Other Services

$12M in assets, 84 participants

Minneapolis Heart Institute Foundation's Minneapolis Heart Institute Foundation reported $12M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,182 in Other Services (7,857 peers)

Minneapolis Heart Institute Foundation multi-year trail

Minneapolis Heart Institute Foundation's plans moved +40.5% in assets from 2022 to 2024; this filing shows Minneapolis Heart Institute Foundation at $12M / 84 participants.

#6,182
in Other Services (7,857 peers)
+25.7%
assets growth YoY

Minneapolis Heart Institute Foundation's mid-pack asset rank among Other Services and all filers

Minneapolis Heart Institute Foundation vs every filed plan by assets

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

$11,826,699 Top 38% higher than 62% 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

Minneapolis Heart Institute Foundation among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Minneapolis Heart Institute Foundation is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Minneapolis Heart Institute Foundation reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Minneapolis Heart Institute Foundation end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Minneapolis Heart Institute Foundation reported participants rose from 76 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411426406 · Minneapolis Heart Institute Foundation PY 2023 · 401(k)

Minneapolis Heart Institute Foundation · $12M · 84 · 62nd

  • PHOTO $12M
  • IND 84
  • EOY 62nd
  • 5500 401(k)
  • ASSETS near Rocky's Hardware, Inc. 401(k) Plan
  • PCT ind #6182

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 Other Services retirement plans → · Plans in Minnesota →

Minneapolis Heart Institute Foundation in the asset neighbourhood

Minneapolis Heart Institute FoundationMinneapolis Heart Institute …$12MRocky's Hardware, Inc. 401(k) PlanRocky's Hardware, Inc. 401(k…$12MCommunity Action Partnership of Madera County, Inc. 403(b) Retirement PlanCommunity Action Partnership…$12MSun Lithographing and Printing Company, Inc. 401(k) Profit Sharing PlanSun Lithographing and Printi…$12MAgio, Inc. 401(k) Plan$12M
End-of-year total assets ($M) among Minneapolis Heart Institute Foundation and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minneapolis Heart Institute Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Minneapolis Heart Institute Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$13M 40.5021666945184% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.41M $13.2M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 76 $9M
2023 1 84 $12M
2024 1 84 $13M

Minneapolis Heart Institute Foundation filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN411426406
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Minneapolis Heart Institute Foundation vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Minneapolis Heart Institute Foundation, Total assets ($B): 0.011826699 · Participants: 84Minneapolis Heart Institute FoundationUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Minneapolis Heart Institute Foundation vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Minneapolis Heart Institute Foundation side-by-side with 3 peers →

Minneapolis Heart Institute Foundation's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Rocky's Hardware, Inc. 401(k) Plan in MA ($12M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Minneapolis Heart Institute Foundation assets move in 2023? ▼
Minneapolis Heart Institute Foundation grew sharply - up 25.7% during 2023, from $9M to $12M. Reported net income was $2M.
How have Minneapolis Heart Institute Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Minneapolis Heart Institute Foundation's sponsor-wide assets grew 40.5%, from $9M to $13M.
Which 401(k) plans are similar in size to Minneapolis Heart Institute Foundation? ▼
Among 401(k) plans in other states, the closest by assets is Rocky's Hardware, Inc. 401(k) Plan in MA ($12M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Minneapolis Heart Institute Foundation? ▼
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants, N/A 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 411426406.

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.