401(k) · DOL Form 5500 · 2023

Zumbro Valley Health Center, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
219
Participants Below avg headcount
54th
Percentile by assets National rank
$37,040
Avg per participant Low balance/head
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Official DOL plan name: Zumbro Valley Health Center 401(k) Savings Plan · Sponsored by Zumbro Valley Health Center, Inc. · Minnesota · Healthcare & Social Assistance

$8M in assets, 219 participants

Zumbro Valley Health Center, Inc.'s Zumbro Valley Health Center 401(k) Savings Plan reported $8M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,551 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Zumbro Valley Health Center 401(k) Savings Plan covers 219 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $8M.

#10,551
in Healthcare & Social Assistance (17,684 peers)
+16.6%
assets growth YoY

Zumbro Valley Health Center 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Zumbro Valley Health Center 401(k) Savings Plan vs every filed plan by assets

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

$8,111,773 Top 46% higher than 54% 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

Zumbro Valley Health Center 401(k) 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. Zumbro Valley Health Center 401(k) Savings Plan sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zumbro Valley Health Center 401(k) Savings Plan reported net income rose from -$901K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Zumbro Valley Health Center 401(k) Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Zumbro Valley Health Center 401(k) Savings Plan reported participants rose from 188 in the plan year 2022 filing to 219 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 416052022 · Zumbro Valley Health Center, Inc. PY 2023 · 401(k)

Zumbro Valley Health Center 401(k) Savings Plan · $8M · 219 · 54th

  • PCT $8M
  • EIN 219
  • RANK 54th
  • PHOTO 401(k)
  • IND near Packaging Personified, Inc. 401(k) Plan
  • EOY ind #10551

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 →

Zumbro Valley Health Center 401(k) Savings Plan in the asset neighbourhood

Zumbro Valley Health Center 401(k) Savings PlanZumbro Valley Health Center …$8MPackaging Personified, Inc. 401(k) PlanPackaging Personified, Inc. …$8MChestnut Ridge Transport., Inc. Employees 401(k) Prof Shrg PlanChestnut Ridge Transport., I…$8MS. a. Morman & Company Profit Sharing 401(k) PlanS. a. Morman & Company Profi…$8MGrosfillex, Inc. 401(k) Plan$8M
End-of-year total assets ($M) among Zumbro Valley Health Center 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN416052022
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zumbro Valley Health Center, Inc.)

Sponsor-wide plan assets over time

All Zumbro Valley Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 24.759664781027592% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.95M $8.68M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 188 $7M
2023 1 219 $8M
2024 1 238 $9M

Nearby 401(k) Plans in Minnesota

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

Zumbro Valley Health Center 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Zumbro Valley Health Center 401(k) Savings Plan, Total assets ($B): 0.008111773 · Participants: 219Zumbro Valley Health Center 401(k) Savings PlanUnitedhealth 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
Zumbro Valley Health Center 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Zumbro Valley Health Center 401(k) Savings Plan side-by-side with 3 peers →

Zumbro Valley Health Center 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Packaging Personified, Inc. 401(k) Plan in IL ($8M); by covered participants it is Raven Industries, Inc. 401(k) Plan in SD (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Zumbro Valley Health Center 401(k) Savings Plan assets move in 2023? ▼
Zumbro Valley Health Center 401(k) Savings Plan grew sharply - up 16.6% during 2023, from $7M to $8M. Reported net income was $1M.
How have Zumbro Valley Health Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zumbro Valley Health Center, Inc.'s sponsor-wide assets grew 24.8%, from $7M to $9M.
Which 401(k) plans are similar in size to Zumbro Valley Health Center 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Packaging Personified, Inc. 401(k) Plan in IL ($8M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Zumbro Valley Health Center 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Raven Industries, Inc. 401(k) Plan in SD (219 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 416052022.

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.