401(k) · DOL Form 5500 · 2023

Hazelden Betty Ford Foundation 401(k) Plan

Data updated 2026-08-11

$135M
Total assets
1,639
Participants
93rd
Percentile by assets
$82,223
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$135M
total plan assets (2023 EOY)
1,639
covered participants
93rd
percentile by assets (of 127,072 plans)
$82,223
avg assets per participant

Where Hazelden Betty Ford Foundation Retirement Savings Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Minnesota
Industry
Healthcare & Social Assistance

Hazelden Betty Ford Foundation Retirement Savings Plan vs the 2023 asset distribution

By assets, Hazelden Betty Ford Foundation Retirement Savings Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$135M
Net Income$22M
Employer EIN410682405
Plan Effective Date1971-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hazelden Betty Ford Foundation)

$100M$110M$120M$130M$140M$150M 202220232024 $112M $139M ▲ +24.0%
Total plan assets by year, all Hazelden Betty Ford Foundation plans on file
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.

Hazelden Betty Ford Foundation Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Hazelden Betty Ford …, Total assets ($B): 0.134763553 · Participants: 1639Hazelden Betty Ford …Unitedhealth Group 4…, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 4…Target Corporation 4…, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 4…Medtronic Savings an…, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings an…3M Voluntary Investm…, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investm…U.S. Bank 401(k) Sav…, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Sav…
Hazelden Betty Ford Foundation Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Hazelden Betty Ford Foundation Retiremen… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hazelden Betty Ford Foundation Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Hazelden Betty Ford Foundation Retirement Savings Plan assets move in 2023? ▼
Hazelden Betty Ford Foundation Retirement Savings Plan grew sharply - up 19.9% during 2023, from $112M to $135M. Reported net income was $22M.
How have Hazelden Betty Ford Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hazelden Betty Ford Foundation's sponsor-wide assets grew 24.0%, from $112M to $139M.
Where does Hazelden Betty Ford Foundation Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Hazelden Betty Ford Foundation Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hazelden Betty Ford Foundation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cision US, Inc. Retirement Plan and Trust in IL ($135M, 1,774 participants).

Next read for Hazelden Betty Ford Foundation Retiremen…

Scale reading

Ways to act on Hazelden Betty Ford Foundation Retirement Savings Plan's numbers.

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 410682405.

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.