Other · DOL Form 5500 · 2023

Trustees of the Hamline University of Minnesota Retirement Plan

Data updated 2026-08-25

$160M
Total assets Near avg plan size
432
Participants Below avg headcount
94th
Percentile by assets National rank
$369,280
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hamline University 403(b) Retirement Plan · Sponsored by Trustees of the Hamline University of Minnesota · Minnesota · Educational Services

$160M in assets, 432 participants

Trustees of the Hamline University of Minnesota's Hamline University 403(b) Retirement Plan reported $160M in total assets and 432 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,340 in Educational Services (3,735 peers)

Coverage in Minnesota

Hamline University 403(b) Retirement Plan covers 432 participants in Minnesota, about 38% of the average Minnesota filer (state average ~1,126 per filing). Assets: $160M.

#3,340
in Educational Services (3,735 peers)
+8.4%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Hamline University 403(b) Retirement Plan's outsized position by total assets

Hamline University 403(b) Retirement Plan vs every filed plan by assets

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

$159,528,764 Top 6% higher than 94% 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

Hamline University 403(b) Retirement 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. Hamline University 403(b) Retirement Plan sits mid-pack in the medium band (432 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hamline University 403(b) Retirement Plan reported net income rose from -$27M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Hamline University 403(b) Retirement Plan end-of-year assets rose from $147M in the plan year 2022 filing to $160M in the plan year 2023 filing.
  • Hamline University 403(b) Retirement Plan reported participants fell from 455 in the plan year 2022 filing to 432 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410693960 · Trustees of the Hamline University of Minnesota PY 2023 · Other

Hamline University 403(b) Retirement Plan · $160M · 432 · 94th

  • BOOK $160M
  • BOOK 432
  • BOOK 94th
  • BOOK Other
  • BOOK near Florida Tech Retirement Plan
  • BOOK ind #3340

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 Educational Services retirement plans → · Plans in Minnesota →

Hamline University 403(b) Retirement Plan in the asset neighbourhood

Local Union 317 Electrical Pension PlanLocal Union 317 Electrical P…$160MBank Street College of Education Defined Contribution PlanBank Street College of Educa…$160MAppalachian Regional Healthcare, Inc. Thrift PlanAppalachian Regional Healthc…$160MFlorida Tech Retirement Plan$160MHamline University 403(b) Retirement PlanHamline University 403(b) Re…$160M
End-of-year total assets ($M) among Hamline University 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$147M
Net Assets (End of Year)$160M
Net Income$12M
Employer EIN410693960
Plan Effective Date1951-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Hamline University of Minnesota)

Sponsor-wide plan assets over time

All Trustees of the Hamline University of Minnesota plans reported in each filing year

Latest sponsor-wide plan assets
$167M 13.66853736888221% vs 2022
2024 filing year
$140M$150M$160M$170M 202220232024 $147M $167M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 455 $147M
2023 1 432 $160M
2024 1 429 $167M

Nearby Other Plans in Minnesota

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

Hamline University 403(b) Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Hamline University 403(b) Retirement Plan, Total assets ($B): 0.159528764 · Participants: 432Hamline University 403(b) Retirement 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
Hamline University 403(b) Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Hamline University 403(b) Retirement Plan side-by-side with 3 peers →

Hamline University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Florida Tech Retirement Plan in FL ($160M); by covered participants it is Northeast Kingdom Human Services, Inc. DC Plan in VT (432 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($160M here).

Similar participant headcount

Nearest other-state filings by covered participants (432 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 Hamline University 403(b) Retirement Plan assets move in 2023? ▼
Hamline University 403(b) Retirement Plan grew at a solid clip - up 8.4% during 2023, from $147M to $160M. Reported net income was $12M.
How have Trustees of the Hamline University of Minnesota plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Hamline University of Minnesota's sponsor-wide assets grew 13.7%, from $147M to $167M.
Where does Hamline University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Hamline University 403(b) Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Hamline University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Florida Tech Retirement Plan in FL ($160M, 1,291 participants).
Which Other plans cover a similar participant headcount to Hamline University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Northeast Kingdom Human Services, Inc. DC Plan in VT (432 participants, $25M 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 410693960.

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.