Other · DOL Form 5500 · 2023

Hiawatha Valley Mental Health Center Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
144
Participants Small participant base
40th
Percentile by assets National rank
$27,003
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Hiawatha Valley Mental Health Center · Sponsored by Hiawatha Valley Mental Health Center · Minnesota · Healthcare & Social Assistance

$4M in assets, 144 participants

Hiawatha Valley Mental Health Center's 403(b) Thrift Plan for Hiawatha Valley Mental Health Center reported $4M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,456 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

403(b) Thrift Plan for Hiawatha Valley Mental Health Center covers 144 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.

#7,456
in Healthcare & Social Assistance (17,684 peers)
+13.8%
assets growth YoY

403(b) Thrift Plan for Hiawatha Valley Mental Health Center's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Hiawatha Valley Mental Health Center vs every filed plan by assets

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

$3,888,399 40th percentile higher than 40% 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 for Hiawatha Valley Mental Health Center 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 for Hiawatha Valley Mental Health Center sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Hiawatha Valley Mental Health Center reported net income rose from -$132K in the plan year 2022 filing to $472K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Hiawatha Valley Mental Health Center reported participants rose from 109 in the plan year 2022 filing to 144 in the plan year 2023 filing.
  • 403(b) Thrift Plan for Hiawatha Valley Mental Health Center end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410889423 · Hiawatha Valley Mental Health Center PY 2023 · Other

403(b) Thrift Plan for Hiawatha Valley Mental Health Center · $4M · 144 · 40th

  • EBSA $4M
  • EBSA 144
  • EBSA 40th
  • EBSA Other
  • EBSA near Long Island Select Healthcare Retirement Plan
  • EBSA ind #7456

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 for Hiawatha Valley Mental Health Center in the asset neighbourhood

401(k) Profit-Sharing Plan for Employees of Northeast Center for Youth and Families, Inc.401(k) Profit-Sharing Plan f…$4M403(b) Thrift Plan for Hiawatha Valley Mental Health Center403(b) Thrift Plan for Hiawa…$4MLong Island Select Healthcare Retirement PlanLong Island Select Healthcar…$4MCorbett Preparatory School of Ids 403(b) PlanCorbett Preparatory School o…$4MCompass Family Services 403(b) PlanCompass Family Services 403(…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan for Hiawatha Valley Mental Health Center and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$472K
Employer EIN410889423
Plan Effective Date1993-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hiawatha Valley Mental Health Center)

Sponsor-wide plan assets over time

All Hiawatha Valley Mental Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.715513060266694% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.42M $4.43M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 109 $3M
2023 1 144 $4M
2024 1 153 $4M

Nearby Other Plans in Minnesota

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

403(b) Thrift Plan for Hiawatha Valley Mental Health Center vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan for Hiawatha Valley Mental Health Center, Total assets ($B): 0.003888399 · Participants: 144403(b) Thrift Plan for Hiawatha Valley Mental Health CenterMayo 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 for Hiawatha Valley Mental Health Center vs. nearby Other plans in Minnesota, assets vs. participants
Compare 403(b) Thrift Plan for Hiawatha Valley Mental Health Center side-by-side with 3 peers →

403(b) Thrift Plan for Hiawatha Valley Mental Health Center's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Long Island Select Healthcare Retirement Plan in NY ($4M); by covered participants it is Uhealthsolutions, Inc. Section 403(b) Plan in MA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 for Hiawatha Valley Mental Health Center assets move in 2023? ▼
403(b) Thrift Plan for Hiawatha Valley Mental Health Center grew at a solid clip - up 13.8% during 2023, from $3M to $4M. Reported net income was $472K.
How have Hiawatha Valley Mental Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hiawatha Valley Mental Health Center's sponsor-wide assets grew 29.7%, from $3M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan for Hiawatha Valley Mental Health Center? ▼
Among Other plans in other states, the closest by assets is Long Island Select Healthcare Retirement Plan in NY ($4M, 124 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Hiawatha Valley Mental Health Center? ▼
Among Other plans in other states, the closest by covered participants is Uhealthsolutions, Inc. Section 403(b) Plan in MA (144 participants, $5M 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 410889423.

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.