Other · DOL Form 5500 · 2023

Second Harvest Heartland Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
230
Participants Below avg headcount
66th
Percentile by assets National rank
$60,365
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Second Harvest Heartland · Sponsored by Second Harvest Heartland · Minnesota · Healthcare & Social Assistance

$14M in assets, 230 participants

Second Harvest Heartland's 403(b) Thrift Plan of Second Harvest Heartland reported $14M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,502 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

403(b) Thrift Plan of Second Harvest Heartland covers 230 participants in Minnesota, about 20% of the average Minnesota filer (state average ~1,126 per filing). Assets: $14M.

#12,502
in Healthcare & Social Assistance (17,684 peers)
+27.2%
assets growth YoY

403(b) Thrift Plan of Second Harvest Heartland's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Second Harvest Heartland vs every filed plan by assets

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

$13,883,894 Top 34% higher than 66% 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

403(b) Thrift Plan of Second Harvest Heartland 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. 403(b) Thrift Plan of Second Harvest Heartland sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Second Harvest Heartland reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Second Harvest Heartland end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Second Harvest Heartland reported participants rose from 198 in the plan year 2022 filing to 230 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 237417654 · Second Harvest Heartland PY 2023 · Other

403(b) Thrift Plan of Second Harvest Heartland · $14M · 230 · 66th

  • SCH $14M
  • EBSA 230
  • PART 66th
  • TYPE Other
  • NET near Indianapolis Symphony Orchestra 403(b) Plan
  • BOOK ind #12502

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 →

403(b) Thrift Plan of Second Harvest Heartland in the asset neighbourhood

Indianapolis Symphony Orchestra 403(b) PlanIndianapolis Symphony Orches…$14MAvance, Inc. 403(b) Plan$14M403(b) Thrift Plan of Second Harvest Heartland403(b) Thrift Plan of Second…$14MHarlem Village Academy Charter School 403(b) PlanHarlem Village Academy Chart…$14MStanley British Primary School 403(b) PlanStanley British Primary Scho…$14M
End-of-year total assets ($M) among 403(b) Thrift Plan of Second Harvest Heartland and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN237417654
Plan Effective Date1996-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Second Harvest Heartland)

Sponsor-wide plan assets over time

All Second Harvest Heartland plans reported in each filing year

Latest sponsor-wide plan assets
$18M 63.50068265156412% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $10.9M $17.9M ▲ +63.5%
Year Plans Participants Total Assets
2022 1 198 $11M
2023 1 230 $14M
2024 1 272 $18M

Nearby Other Plans in Minnesota

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

403(b) Thrift Plan of Second Harvest Heartland vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of Second Harvest Heartland, Total assets ($B): 0.013883894 · Participants: 230403(b) Thrift Plan of Second Harvest HeartlandMayo 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
403(b) Thrift Plan of Second Harvest Heartland vs. nearby Other plans in Minnesota, assets vs. participants
Compare 403(b) Thrift Plan of Second Harvest Heartland side-by-side with 3 peers →

403(b) Thrift Plan of Second Harvest Heartland's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Indianapolis Symphony Orchestra 403(b) Plan in IN ($14M); by covered participants it is Rescue Mission Alliance 403(b) Retirement Plan in CA (230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (230 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 403(b) Thrift Plan of Second Harvest Heartland assets move in 2023? ▼
403(b) Thrift Plan of Second Harvest Heartland grew sharply - up 27.2% during 2023, from $11M to $14M. Reported net income was $3M.
How have Second Harvest Heartland plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Second Harvest Heartland's sponsor-wide assets grew 63.5%, from $11M to $18M.
Which Other plans are similar in size to 403(b) Thrift Plan of Second Harvest Heartland? ▼
Among Other plans in other states, the closest by assets is Indianapolis Symphony Orchestra 403(b) Plan in IN ($14M, 155 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Second Harvest Heartland? ▼
Among Other plans in other states, the closest by covered participants is Rescue Mission Alliance 403(b) Retirement Plan in CA (230 participants, $4M 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 237417654.

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.