Other · DOL Form 5500 · 2023

Ely-Bloomenson Community Hospital Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
121
Participants Small participant base
61st
Percentile by assets National rank
$90,281
Avg per participant Below avg balance/head
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Official DOL plan name: Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan · Sponsored by Ely-Bloomenson Community Hospital · Minnesota · Healthcare & Social Assistance

$11M in assets, 121 participants

Ely-Bloomenson Community Hospital's Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan reported $11M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,677 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan covers 121 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $11M.

#11,677
in Healthcare & Social Assistance (17,684 peers)
+38.9%
assets growth YoY

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan vs every filed plan by assets

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

$10,924,005 Top 39% higher than 61% 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

Ely-Bloomenson Community Hospital Tax Deferred Annuity 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. Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan reported participants rose from 106 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410808719 · Ely-Bloomenson Community Hospital PY 2023 · Other

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan · $11M · 121 · 61st

  • SCH $11M
  • SCH 121
  • SCH 61st
  • SCH Other
  • SCH near Ave Maria School of Law 403(b) Retirement Plan
  • SCH ind #11677

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 →

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan in the asset neighbourhood

Ave Maria School of Law 403(b) Retirement PlanAve Maria School of Law 403(…$11MEly-Bloomenson Community Hospital Tax Deferred Annuity PlanEly-Bloomenson Community Hos…$11M403(b) Thrift Plan for Employees of Community Action Partnership of Lancaster County, Inc.403(b) Thrift Plan for Emplo…$11MCitizens for Citizens, Inc. Tax Sheltered Annuity PlanCitizens for Citizens, Inc. …$11MWestside Family Healthcare 401(k) PlanWestside Family Healthcare 4…$11M
End-of-year total assets ($M) among Ely-Bloomenson Community Hospital Tax Deferred Annuity 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)$11M
Net Income$1M
Employer EIN410808719
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ely-Bloomenson Community Hospital)

Sponsor-wide plan assets over time

All Ely-Bloomenson Community Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$13M 60.432786085050914% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.87M $12.6M ▲ +60.4%
Year Plans Participants Total Assets
2022 1 106 $8M
2023 1 121 $11M
2024 1 130 $13M

Nearby Other Plans in Minnesota

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

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan, Total assets ($B): 0.010924005 · Participants: 121Ely-Bloomenson Community Hospital Tax Deferred Annuity 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
Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan side-by-side with 3 peers →

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Ave Maria School of Law 403(b) Retirement Plan in FL ($11M); by covered participants it is Canterbury School, Inc. 403(b) Retirement Plan in FL (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan assets move in 2023? ▼
Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan surged - up 38.9% during 2023, from $8M to $11M. Reported net income was $1M.
How have Ely-Bloomenson Community Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ely-Bloomenson Community Hospital's sponsor-wide assets grew 60.4%, from $8M to $13M.
Which Other plans are similar in size to Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Ave Maria School of Law 403(b) Retirement Plan in FL ($11M, 108 participants).
Which Other plans cover a similar participant headcount to Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Canterbury School, Inc. 403(b) Retirement Plan in FL (121 participants, $18M 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 410808719.

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.