401(k) · DOL Form 5500 · 2023

Hennepin Healthcare Research Institute 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
201
Participants Below avg headcount
71st
Percentile by assets National rank
$92,362
Avg per participant Below avg balance/head
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Official DOL plan name: Hennepin Healthcare Research Institute 403(b) Savings Plan · Sponsored by Hennepin Healthcare Research Institute · Minnesota · Professional & Technical Services

$19M in assets, 201 participants

Hennepin Healthcare Research Institute's Hennepin Healthcare Research Institute 403(b) Savings Plan reported $19M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,389 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Hennepin Healthcare Research Institute 403(b) Savings Plan covers 201 participants in Minnesota, about 18% of the average Minnesota filer (state average ~1,126 per filing). Assets: $19M.

#14,389
in Professional & Technical Services (20,321 peers)
+11.5%
assets growth YoY

Hennepin Healthcare Research Institute 403(b) Savings Plan's outsized position by total assets

Hennepin Healthcare Research Institute 403(b) Savings Plan vs every filed plan by assets

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

$18,564,662 Top 29% higher than 71% 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

Hennepin Healthcare Research Institute 403(b) 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. Hennepin Healthcare Research Institute 403(b) Savings Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hennepin Healthcare Research Institute 403(b) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hennepin Healthcare Research Institute 403(b) Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Hennepin Healthcare Research Institute 403(b) Savings Plan reported participants fell from 206 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411677920 · Hennepin Healthcare Research Institute PY 2023 · 401(k)

Hennepin Healthcare Research Institute 403(b) Savings Plan · $19M · 201 · 71st

  • EBSA $19M
  • PART 201
  • TYPE 71st
  • NET 401(k)
  • BOOK near Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan
  • VS-ST ind #14389

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Hennepin Healthcare Research Institute 403(b) Savings Plan in the asset neighbourhood

Brown Sims, P.C. 401(k) Plan$19MHagley Museum & Library 403(b) PlanHagley Museum & Library 403(…$19MHennepin Healthcare Research Institute 403(b) Savings PlanHennepin Healthcare Research…$19MFreeman Spogli & Co. Inc. Profit Sharing and Savings PlanFreeman Spogli & Co. Inc. Pr…$19MAlimak Group USA 401(k) Profit Sharing PlanAlimak Group USA 401(k) Prof…$19M
End-of-year total assets ($M) among Hennepin Healthcare Research Institute 403(b) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN411677920
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hennepin Healthcare Research Institute)

Sponsor-wide plan assets over time

All Hennepin Healthcare Research Institute plans reported in each filing year

Latest sponsor-wide plan assets
$51M 27.49743166189374% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.1M $51.1M ▲ +27.5%
Year Plans Participants Total Assets
2022 2 392 $40M
2023 2 385 $46M
2024 2 413 $51M

Nearby 401(k) Plans in Minnesota

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

Hennepin Healthcare Research Institute 403(b) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Hennepin Healthcare Research Institute 403(b) Savings Plan, Total assets ($B): 0.018564662 · Participants: 201Hennepin Healthcare Research Institute 403(b) 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
Hennepin Healthcare Research Institute 403(b) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Hennepin Healthcare Research Institute 403(b) Savings Plan side-by-side with 3 peers →

Hennepin Healthcare Research Institute 403(b) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan in CA ($19M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Hennepin Healthcare Research Institute 403(b) Savings Plan assets move in 2023? ▼
Hennepin Healthcare Research Institute 403(b) Savings Plan grew at a solid clip - up 11.5% during 2023, from $17M to $19M. Reported net income was $2M.
How have Hennepin Healthcare Research Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hennepin Healthcare Research Institute's sponsor-wide assets grew 27.5%, from $40M to $51M.
Which 401(k) plans are similar in size to Hennepin Healthcare Research Institute 403(b) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan in CA ($19M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Hennepin Healthcare Research Institute 403(b) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 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 411677920.

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.