Profit Sharing · DOL Form 5500 · 2023

Riverview Healthcare Association Profit Sharing Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
351
Participants Below avg headcount
75th
Percentile by assets National rank
$65,627
Avg per participant Below avg balance/head
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Official DOL plan name: Riverview Healthcare Association Tax Deferred Annuity Plan · Sponsored by Riverview Healthcare Association · Minnesota · Healthcare & Social Assistance

$23M in assets, 351 participants

Riverview Healthcare Association's Riverview Healthcare Association Tax Deferred Annuity Plan reported $23M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,981 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Riverview Healthcare Association Tax Deferred Annuity Plan covers 351 participants in Minnesota, about 31% of the average Minnesota filer (state average ~1,126 per filing). Assets: $23M.

#13,981
in Healthcare & Social Assistance (17,684 peers)
+11.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Riverview Healthcare Association Tax Deferred Annuity Plan's outsized position by total assets

Riverview Healthcare Association Tax Deferred Annuity Plan vs every filed plan by assets

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

$23,035,021 Top 25% higher than 75% 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

Riverview Healthcare Association Tax Deferred Annuity 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. Riverview Healthcare Association Tax Deferred Annuity Plan sits mid-pack in the medium band (351 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Riverview Healthcare Association Tax Deferred Annuity Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Riverview Healthcare Association Tax Deferred Annuity Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Riverview Healthcare Association Tax Deferred Annuity Plan reported participants fell from 368 in the plan year 2022 filing to 351 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410724029 · Riverview Healthcare Association PY 2023 · Profit Sharing

Riverview Healthcare Association Tax Deferred Annuity Plan · $23M · 351 · 75th

  • EBSA $23M
  • EBSA 351
  • EBSA 75th
  • EBSA Profit Sharing
  • EBSA near Baumgartner & Company, LLC Profit Sharing Plan
  • EBSA ind #13981

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 →

Riverview Healthcare Association Tax Deferred Annuity Plan in the asset neighbourhood

Sutter Instrument Company Retirement PlanSutter Instrument Company Re…$23MCorvallis Radiology, PC Employees' Profit Sharing Plan and TrustCorvallis Radiology, PC Empl…$23MBaumgartner & Company, LLC Profit Sharing PlanBaumgartner & Company, LLC P…$23MRiverview Healthcare Association Tax Deferred Annuity PlanRiverview Healthcare Associa…$23MJeld-Wen, Inc. Employee Stock Ownership and Retirement PlanJeld-Wen, Inc. Employee Stoc…$23M
End-of-year total assets ($M) among Riverview Healthcare Association Tax Deferred Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN410724029
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Riverview Healthcare Association)

Sponsor-wide plan assets over time

All Riverview Healthcare Association plans reported in each filing year

Latest sponsor-wide plan assets
$47M 15.917847302786095% vs 2022
2024 filing year
$40M$42M$44M$46M$48M 202220232024 $40.7M $47.1M ▲ +15.9%
Year Plans Participants Total Assets
2022 2 742 $41M
2023 2 673 $44M
2024 2 554 $47M

Nearby Profit Sharing Plans in Minnesota

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

Riverview Healthcare Association Tax Deferred Annuity 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 ($B) Participants Riverview Healthcare Association Tax Deferred Annuity Plan, Total assets ($B): 0.023035021 · Participants: 351Riverview Healthcare Association Tax Deferred Annuity PlanEssentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Riverview Healthcare Association Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Riverview Healthcare Association Tax Deferred Annuity Plan side-by-side with 3 peers →

Riverview Healthcare Association Tax Deferred Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Baumgartner & Company, LLC Profit Sharing Plan in IN ($23M); by covered participants it is Artis Naples, Inc. Retirement Plan in FL (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Riverview Healthcare Association Tax Deferred Annuity Plan assets move in 2023? ▼
Riverview Healthcare Association Tax Deferred Annuity Plan grew at a solid clip - up 11.5% during 2023, from $21M to $23M. Reported net income was $2M.
How have Riverview Healthcare Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Riverview Healthcare Association's sponsor-wide assets grew 15.9%, from $41M to $47M.
Where does Riverview Healthcare Association Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Riverview Healthcare Association Tax Deferred Annuity Plan ranks in the 75th 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 Riverview Healthcare Association Tax Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Baumgartner & Company, LLC Profit Sharing Plan in IN ($23M, 73 participants).
Which Profit Sharing plans cover a similar participant headcount to Riverview Healthcare Association Tax Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Artis Naples, Inc. Retirement Plan in FL (351 participants, $33M 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 410724029.

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.