Other · DOL Form 5500 · 2023

Jones-Harrison Residence Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
284
Participants Below avg headcount
53rd
Percentile by assets National rank
$27,399
Avg per participant Low balance/head
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Official DOL plan name: Jones-Harrison Residence Retirement Savings Plan · Sponsored by Jones-Harrison Residence · Minnesota · Healthcare & Social Assistance

$8M in assets, 284 participants

Jones-Harrison Residence's Jones-Harrison Residence Retirement Savings Plan reported $8M in total assets and 284 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,383 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Jones-Harrison Residence Retirement Savings Plan covers 284 participants in Minnesota, about 25% of the average Minnesota filer (state average ~1,126 per filing). Assets: $8M.

#10,383
in Healthcare & Social Assistance (17,684 peers)
-3.1%
assets change YoY

The plan reported a net loss of $249K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jones-Harrison Residence Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jones-Harrison Residence Retirement Savings Plan vs every filed plan by assets

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

$7,781,417 Top 47% higher than 53% 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

Jones-Harrison Residence Retirement Savings 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. Jones-Harrison Residence Retirement Savings Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jones-Harrison Residence Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to -$249K in the plan year 2023 filing.
  • Jones-Harrison Residence Retirement Savings Plan reported participants rose from 270 in the plan year 2022 filing to 284 in the plan year 2023 filing.
  • Jones-Harrison Residence Retirement Savings Plan end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410693899 · Jones-Harrison Residence PY 2023 · Other

Jones-Harrison Residence Retirement Savings Plan · $8M · 284 · 53rd

  • BOOK $8M
  • BOOK 284
  • BOOK 53rd
  • BOOK Other
  • BOOK near United Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC Plan
  • BOOK ind #10383

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 →

Jones-Harrison Residence Retirement Savings Plan in the asset neighbourhood

Kershawhealth 403b Retirement PlanKershawhealth 403b Retiremen…$8MAlcott School 403(b) Plan$8MJones-Harrison Residence Retirement Savings PlanJones-Harrison Residence Ret…$8MUnited Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC PlanUnited Cerebral Palsy of Cen…$8MLegal Aid of Western Michigan Savings and Retirement PlanLegal Aid of Western Michiga…$8M
End-of-year total assets ($M) among Jones-Harrison Residence Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$249K
Employer EIN410693899
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones-Harrison Residence)

Sponsor-wide plan assets over time

All Jones-Harrison Residence plans reported in each filing year

Latest sponsor-wide plan assets
$8M 3.1012416348202176% vs 2022
2023 filing year
$7.7M$7.8M$7.9M$8M$8.1M 20222023 $8.03M $7.78M ▼ -3.1%
Year Plans Participants Total Assets
2022 1 270 $8M
2023 2 665 $8M

Nearby Other Plans in Minnesota

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

Jones-Harrison Residence Retirement Savings Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Jones-Harrison Residence Retirement Savings Plan, Total assets ($B): 0.007781417 · Participants: 284Jones-Harrison Residence Retirement Savings PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
Jones-Harrison Residence Retirement Savings Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Jones-Harrison Residence Retirement Savings Plan side-by-side with 3 peers →

Jones-Harrison Residence Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is United Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC Plan in PA ($8M); by covered participants it is Hackley Community Care Center, Inc. 403(b) Plan in MI (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Jones-Harrison Residence Retirement Savings Plan assets move in 2023? ▼
Jones-Harrison Residence Retirement Savings Plan edged down modestly - down 3.1% during 2023, from $8M to $8M. Reported net income was -$249K.
How have Jones-Harrison Residence plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jones-Harrison Residence's sponsor-wide assets declined 3.1%, from $8M to $8M.
Which Other plans are similar in size to Jones-Harrison Residence Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is United Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC Plan in PA ($8M, 696 participants).
Which Other plans cover a similar participant headcount to Jones-Harrison Residence Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Hackley Community Care Center, Inc. 403(b) Plan in MI (284 participants, $14M 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 410693899.

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.