401(k) · DOL Form 5500 · 2023
Hazelden Betty Ford Foundation 401(k) Plan
Data updated 2026-08-25
- $135M
- Total assets Near avg plan size
- 1,639
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $82,223
- Avg per participant Below avg balance/head
Official DOL plan name: Hazelden Betty Ford Foundation Retirement Savings Plan · Sponsored by Hazelden Betty Ford Foundation · Minnesota · Healthcare & Social Assistance
$135M in assets, 1,639 participants
Hazelden Betty Ford Foundation's Hazelden Betty Ford Foundation Retirement Savings Plan reported $135M in total assets and 1,639 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,608 in Healthcare & Social Assistance (17,684 peers)
Where Hazelden Betty Ford Foundation Retirement Savings Plan sits by assets
Hazelden Betty Ford Foundation Retirement Savings Plan sits in the top 10% of all filed plans by assets, $135M for 1,639 participants (~$82,223/participant), up 19.9% in 2023.
- #16,608
- in Healthcare & Social Assistance (17,684 peers)
- +19.9%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Hazelden Betty Ford Foundation Retirement Savings Plan's outsized position by total assets
Hazelden Betty Ford Foundation Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$134,763,553 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hazelden Betty Ford Foundation Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hazelden Betty Ford Foundation Retirement Savings Plan lands in the large band (1,639 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hazelden Betty Ford Foundation Retirement Savings Plan reported net income rose from -$27M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Hazelden Betty Ford Foundation Retirement Savings Plan end-of-year assets rose from $112M in the plan year 2022 filing to $135M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 410682405 · Hazelden Betty Ford Foundation PY 2023 · 401(k)
Hazelden Betty Ford Foundation Retirement Savings Plan · $135M · 1,639 · 93rd
- PART $135M
- PART 1,639
- PART 93rd
- PART 401(k)
- PART near Cision US, Inc. Retirement Plan and Trust
- PART ind #16608
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 →
Hazelden Betty Ford Foundation Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $135M |
| Net Income | $22M |
| Employer EIN | 410682405 |
| Plan Effective Date | 1971-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hazelden Betty Ford Foundation)
Sponsor-wide plan assets over time
All Hazelden Betty Ford Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $139M 23.97574015652801% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,642 | $112M |
| 2023 | 1 | 1,639 | $135M |
| 2024 | 1 | 1,654 | $139M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Hazelden Betty Ford Foundation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Cision US, Inc. Retirement Plan and Trust in IL ($135M); by covered participants it is Osi Systems, Inc. 401(k) Savings Plan in CA (1,639 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($135M here).
- Cision US, Inc. Retirement Plan and Trust (IL) $135M · 1,774
- Vivint, Inc. 401(k) Plan (UT) $135M · 5,803
- Grinnell Mutual Savings and Investment Plan (IA) $135M · 815
- The Herb Chambers Companies Section 401(k) Plan (CT) $135M · 2,020
Similar participant headcount
Nearest other-state filings by covered participants (1,639 participants); asset peers above are excluded.
- Osi Systems, Inc. 401(k) Savings Plan (CA) 1,639 · 0 off
- Applied Systems, Inc. Retirement Savings Plan (IL) 1,639 · 0 off
- Coherent Corp. 401(k) Profit Sharing Plan (CA) 1,639 · 0 off
- Wcg 401(k) Plan (NJ) 1,639 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.