401(k) · DOL Form 5500 · 2023

Walker Methodist 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
990
Participants Near avg headcount
72nd
Percentile by assets National rank
$19,150
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Walker Methodist Retirement Savings Plan · Sponsored by Walker Methodist · Minnesota · Healthcare & Social Assistance

$19M in assets, 990 participants

Walker Methodist's Walker Methodist Retirement Savings Plan reported $19M in total assets and 990 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,478 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Walker Methodist Retirement Savings Plan holds $19M for 990 participants - about $19,150 per participant, above the median plan by assets.

#13,478
in Healthcare & Social Assistance (17,684 peers)
-2.5%
assets change YoY

The plan reported a net loss of $487K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walker Methodist Retirement Savings Plan's outsized position by total assets

Walker Methodist Retirement Savings Plan vs every filed plan by assets

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

$18,958,669 Top 28% higher than 72% 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

Walker Methodist 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. Walker Methodist Retirement Savings Plan sits mid-pack in the medium band (990 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walker Methodist Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to -$487K in the plan year 2023 filing.
  • Walker Methodist Retirement Savings Plan reported participants fell from 1,095 in the plan year 2022 filing to 990 in the plan year 2023 filing.
  • Walker Methodist Retirement Savings Plan end-of-year assets fell from $19M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411661531 · Walker Methodist PY 2023 · 401(k)

Walker Methodist Retirement Savings Plan · $19M · 990 · 72nd

  • EIN $19M
  • RANK 990
  • PHOTO 72nd
  • IND 401(k)
  • EOY near South Coast Terminals Savings and Profit Sharing Plan
  • 5500 ind #13478

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 →

Walker Methodist Retirement Savings Plan in the asset neighbourhood

Walker Methodist Retirement Savings PlanWalker Methodist Retirement …$19MSouth Coast Terminals Savings and Profit Sharing PlanSouth Coast Terminals Saving…$19MEast Bay Tire Co. 401(k) Profit Sharing PlanEast Bay Tire Co. 401(k) Pro…$19MReliabank Dakota 401(k) Plan$19MUnited Consulting Group, Ltd 401(k) Profit Sharing PlanUnited Consulting Group, Ltd…$19M
End-of-year total assets ($M) among Walker Methodist Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income-$487K
Employer EIN411661531
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walker Methodist)

Sponsor-wide plan assets over time

All Walker Methodist plans reported in each filing year

Latest sponsor-wide plan assets
$19M 2.5032204223192585% vs 2022
2023 filing year
$18.8M$19M$19.2M$19.4M$19.6M 20222023 $19.5M $19M ▼ -2.5%
Year Plans Participants Total Assets
2022 1 1,095 $19M
2023 1 990 $19M

Nearby 401(k) Plans in Minnesota

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

Walker Methodist Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Walker Methodist Retirement Savings Plan, Total assets ($B): 0.018958669 · Participants: 990Walker Methodist Retirement 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
Walker Methodist Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Walker Methodist Retirement Savings Plan side-by-side with 3 peers →

Walker Methodist Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is South Coast Terminals Savings and Profit Sharing Plan in TX ($19M); by covered participants it is Triwest Healthcare Alliance Corp 401(k) Plan in AZ (990 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (990 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 Walker Methodist Retirement Savings Plan assets move in 2023? ▼
Walker Methodist Retirement Savings Plan edged down modestly - down 2.5% during 2023, from $19M to $19M. Reported net income was -$487K.
How have Walker Methodist plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Walker Methodist's sponsor-wide assets declined 2.5%, from $19M to $19M.
Which 401(k) plans are similar in size to Walker Methodist Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Coast Terminals Savings and Profit Sharing Plan in TX ($19M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Walker Methodist Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Triwest Healthcare Alliance Corp 401(k) Plan in AZ (990 participants, $83M 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 411661531.

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.