Other · DOL Form 5500 · 2023
Kittson Memorial Hospital Association Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 242
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $19,474
- Avg per participant Low balance/head
Official DOL plan name: Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan · Sponsored by Kittson Memorial Hospital Association · Minnesota · Healthcare & Social Assistance
$5M in assets, 242 participants
Kittson Memorial Hospital Association's Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan reported $5M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,273 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan covers 242 participants in Minnesota, about 21% of the average Minnesota filer (state average ~1,126 per filing). Assets: $5M.
- #8,273
- in Healthcare & Social Assistance (17,684 peers)
- +10.1%
- assets growth YoY
Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,712,630 43rd percentile higher than 43% 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
Kittson Memorial Hospital Association Dba Kittson Healthcare 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. Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan sits mid-pack in the medium band (242 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan reported net income rose from -$999K in the plan year 2022 filing to $432K in the plan year 2023 filing.
- Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan reported participants rose from 192 in the plan year 2022 filing to 242 in the plan year 2023 filing.
- Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 410724034 · Kittson Memorial Hospital Association PY 2023 · Other
Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan · $5M · 242 · 43rd
- PCT $5M
- EIN 242
- RANK 43rd
- PHOTO Other
- IND near Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan
- EOY ind #8273
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 →
Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $432K |
| Employer EIN | 410724034 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kittson Memorial Hospital Association)
Sponsor-wide plan assets over time
All Kittson Memorial Hospital Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 37.68670834561557% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 384 | $7M |
| 2023 | 2 | 412 | $9M |
| 2024 | 2 | 447 | $10M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $11.2B · 84,098
- Centracare Health System 403(b) Plan $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan $820M · 5,331
- Carpenters & Joiners Defined Contribution Plan $719M · 21,043
- University of St. Thomas Retirement Plan $422M · 2,481
Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan in WI ($5M); by covered participants it is Employee Benefit Plan of Easter Seals Rehabilitation Center, Inc. in IN (242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (242 participants); asset peers above are excluded.
- Employee Benefit Plan of Easter Seals Rehabilitation Center, Inc. (IN) 242 · 0 off
- Menlo School Defined Contribution Retirement Plan (CA) 242 · 0 off
- Fisher College 403(b) DC Plan (MA) 242 · 0 off
- Tennessee Aquarium Retirement Plan (TN) 242 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.