401(k)
2023 plan-year 401(k) DOL Form 5500

ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ALTRU HEALTH SYSTEM

This 401(k) plan holds $456M in total assets and serves 3,032 participants as of 2023. It is sponsored by ALTRU HEALTH SYSTEM in North Dakota. The plan reported positive net income of $56M for the year.

Total Assets (2023)
$456M
Participants
3,032
State
Industry
Healthcare & Social Assistance

What the Filing Says About ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K

ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K is a 401(k) retirement plan sponsored by ALTRU HEALTH SYSTEM, headquartered in North Dakota. As of the 2023 Form 5500 filing, the plan reports $456M in total end-of-year assets and covers 3,032 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 450310462, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $399M at the beginning of 2023 to $456M at year-end — a gain of 14.2%. Net assets (after liabilities) closed the year at $451M, with reported net income of $56M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$399M
Total Assets (End of Year)$456M
Net Assets (End of Year)$451M
Net Income$56M
Plan Type401(k)
Employer EIN450310462
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ALTRU HEALTH SYSTEM)

Year Plans Participants Total Assets
2022 2 4,720 $492M
2023 2 4,449 $548M
2024 2 4,227 $579M

Nearby 401(k) Plans in North Dakota

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

Frequently Asked Questions

How much money is in the ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K?
As of the 2023 Form 5500 filing, ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K holds $456M in total assets with 3,032 participants. It is sponsored by ALTRU HEALTH SYSTEM.
What type of plan is ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K?
ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K is a 401(k) plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 450310462.
Who sponsors the ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K?
ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K is sponsored by ALTRU HEALTH SYSTEM, located in North Dakota. The sponsor's EIN is 450310462 and the plan operates in the Healthcare & Social Assistance industry.
How did ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K perform in 2023?
ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K grew by 14.2% during 2023, moving from $399M to $456M in total assets. Net income was $56M.
Where can I find official filings for ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K?
Official Form 5500 filings for ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 450310462 or plan name at efast.dol.gov.
How does ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K compare to other plans?
You can compare ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K against other 401(k) plans on the plan type page, or view plans in North Dakota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 450310462.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.