401(k) · DOL Form 5500 · 2023

Episcopal Homes of Minnesota 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
641
Participants Below avg headcount
54th
Percentile by assets National rank
$12,394
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Episcopal Homes of Minnesota · Sponsored by Episcopal Homes of Minnesota · Minnesota · Healthcare & Social Assistance

$8M in assets, 641 participants

Episcopal Homes of Minnesota's 403(b) Thrift Plan of Episcopal Homes of Minnesota reported $8M in total assets and 641 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.

  • #10,466 in Healthcare & Social Assistance (17,684 peers)

Episcopal Homes of Minnesota multi-year trail

Episcopal Homes of Minnesota's plans moved +42.3% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Episcopal Homes of Minnesota at $8M / 641 participants.

#10,466
in Healthcare & Social Assistance (17,684 peers)
+18.0%
assets growth YoY

403(b) Thrift Plan of Episcopal Homes of Minnesota's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Episcopal Homes of Minnesota vs every filed plan by assets

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

$7,944,762 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

403(b) Thrift Plan of Episcopal Homes of Minnesota 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. 403(b) Thrift Plan of Episcopal Homes of Minnesota sits mid-pack in the medium band (641 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Episcopal Homes of Minnesota reported net income rose from -$545K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Episcopal Homes of Minnesota reported participants rose from 221 in the plan year 2022 filing to 641 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Episcopal Homes of Minnesota end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 410706110 · Episcopal Homes of Minnesota PY 2023 · 401(k)

403(b) Thrift Plan of Episcopal Homes of Minnesota · $8M · 641 · 54th

  • SCH $8M
  • EBSA 641
  • PART 54th
  • TYPE 401(k)
  • NET near East Suburban Ophthalmic Associates, Inc.
  • BOOK ind #10466

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 →

403(b) Thrift Plan of Episcopal Homes of Minnesota in the asset neighbourhood

Doctor's Data Inc. Profit Sharing PlanDoctor's Data Inc. Profit Sh…$8MTorwest, Inc. 401(k) Plan$8M403(b) Thrift Plan of Episcopal Homes of Minnesota403(b) Thrift Plan of Episco…$8MEast Suburban Ophthalmic Associates, Inc.East Suburban Ophthalmic Ass…$8MPrimary Financial Company LLC 401(k) and Profit Sharing PlanPrimary Financial Company LL…$8M
End-of-year total assets ($M) among 403(b) Thrift Plan of Episcopal Homes of Minnesota and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Episcopal Homes of Minnesota multi-year asset trail

Sponsor-wide plan assets over time

All Episcopal Homes of Minnesota plans reported in each filing year

Latest sponsor-wide plan assets
$10M 42.3106403372724% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.73M $9.58M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 221 $7M
2023 1 641 $8M
2024 1 861 $10M

Episcopal Homes of Minnesota filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN410706110
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

403(b) Thrift Plan of Episcopal Homes of Minnesota vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants 403(b) Thrift Plan of Episcopal Homes of Minnesota, Total assets ($B): 0.007944762 · Participants: 641403(b) Thrift Plan of Episcopal Homes of MinnesotaUnitedhealth 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
403(b) Thrift Plan of Episcopal Homes of Minnesota vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare 403(b) Thrift Plan of Episcopal Homes of Minnesota side-by-side with 3 peers →

403(b) Thrift Plan of Episcopal Homes of Minnesota's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is East Suburban Ophthalmic Associates, Inc. in PA ($8M); by covered participants it is Mueblerias Berrios Retirement Plan in PR (641 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (641 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 403(b) Thrift Plan of Episcopal Homes of Minnesota assets move in 2023? ▼
403(b) Thrift Plan of Episcopal Homes of Minnesota grew sharply - up 18.0% during 2023, from $7M to $8M. Reported net income was $1M.
How have Episcopal Homes of Minnesota plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal Homes of Minnesota's sponsor-wide assets grew 42.3%, from $7M to $10M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Episcopal Homes of Minnesota? ▼
Among 401(k) plans in other states, the closest by assets is East Suburban Ophthalmic Associates, Inc. in PA ($8M, 15 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Episcopal Homes of Minnesota? ▼
Among 401(k) plans in other states, the closest by covered participants is Mueblerias Berrios Retirement Plan in PR (641 participants, $8M 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 410706110.

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.