Profit Sharing · DOL Form 5500 · 2023

Hennepin Healthcare Research Institute Profit Sharing Plan

Data updated 2026-08-11

$27M
Total assets
184
Participants
78th
Percentile by assets
$147,695
Avg per participant
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Official DOL plan name: Hennepin Healthcare Research Institute Retirement Plan · Sponsored by Hennepin Healthcare Research Institute · Minnesota · Professional & Technical Services

$27M in assets, 184 participants

Hennepin Healthcare Research Institute's Hennepin Healthcare Research Institute Retirement Plan reported $27M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • 78th percentile by assets (of 127,072 plans)
  • #15,881 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Hennepin Healthcare Research Institute Retirement Plan covers 184 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $27M.

$27M
total plan assets (2023 EOY)
184
covered participants
78th
percentile by assets (of 127,072 plans)
$147,695
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hennepin Healthcare Research Institute Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hennepin Healthcare Research Institute Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Hennepin Healthcare Research Institute Retirement Plan reported participants fell from 186 in the plan year 2022 filing to 184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Hennepin Healthcare Research Institute Retirement Plan reports 184 participants - about 16% of that state average ($27M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN411677920
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hennepin Healthcare Research Institute)

$35M$40M$45M$50M$55M 202220232024 $40.1M $51.1M ▲ +27.5%
Total plan assets by year, all Hennepin Healthcare Research Institute plans on file
Year Plans Participants Total Assets
2022 2 392 $40M
2023 2 385 $46M
2024 2 413 $51M

Nearby Profit Sharing Plans in Minnesota

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

Hennepin Healthcare Research Institute Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants

Hennepin Healthcare Research Institute Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Hennepin Healthcare …Essentia Health Reti…Pipe Trades Services…Allina 403(b) Retire…Fairview Health Serv…Cargill Employee Ret…
Hennepin Healthcare Research Institute Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Hennepin Healthcare Research Institute Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Hennepin Healthcare Research Institute Retirement Plan assets move in 2023?
Hennepin Healthcare Research Institute Retirement Plan grew sharply - up 16.0% during 2023, from $23M to $27M. Reported net income was $4M.
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.
Where does Hennepin Healthcare Research Institute Retirement Plan rank by assets among Form 5500 filers?
Hennepin Healthcare Research Institute Retirement Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Hennepin Healthcare Research Institute Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is W.R. Grace & Co. Retirement Contribution Plan in MD ($27M, 1,269 participants).

Next read for Hennepin Healthcare Research Institute R…

Filing takeaways

Ways to act on Hennepin Healthcare Research Institute Retirement Plan's numbers.