Other · DOL Form 5500 · 2023
Smdc Medical Center Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 79
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $75,760
- Avg per participant Below avg balance/head
Official DOL plan name: Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity/403(b) Plan · Sponsored by Smdc Medical Center · Minnesota · Healthcare & Social Assistance
$6M in assets, 79 participants
Smdc Medical Center's Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity/403(b) Plan reported $6M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #9,303 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity/403(b) Plan holds $6M for 79 participants - about $75,760 per participant, in the lower half of filed plans by assets.
- #9,303
- in Healthcare & Social Assistance (17,684 peers)
- +5.6%
- assets growth YoY
Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity/403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity/403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,985,033 48th percentile higher than 48% 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
Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity/403(b) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity/403(b) Plan is a small filing (79 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity/403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $316K in the plan year 2023 filing.
- Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity/403(b) Plan reported participants fell from 84 in the plan year 2022 filing to 79 in the plan year 2023 filing.
- Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity/403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 411878730 · Smdc Medical Center PY 2023 · Other
Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity/403(b) Plan · $6M · 79 · 48th
- IND $6M
- EOY 79
- 5500 48th
- ASSETS Other
- PCT near Life Care Pastoral Services Tax Sheltered Annuity Plan
- EIN ind #9303
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 →
Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity/403(b) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $316K |
| Employer EIN | 411878730 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smdc Medical Center)
Sponsor-wide plan assets over time
All Smdc Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 6.072788746574622% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 145 | $23M |
| 2023 | 2 | 133 | $24M |
| 2024 | 2 | 118 | $22M |
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
Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity/403(b) Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Life Care Pastoral Services Tax Sheltered Annuity Plan in FL ($6M); by covered participants it is The Chandler School DC Retirement Plan in CA (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Life Care Pastoral Services Tax Sheltered Annuity Plan (FL) $6M · 365
- 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. (WI) $6M · 161
- Bay State Community Services, Inc. Retirement Plan (MA) $6M · 368
- Section 403(b) Retirement Plan for Big Brothers Big Sisters of New York City (NY) $6M · 160
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- The Chandler School DC Retirement Plan (CA) 79 · 0 off
- Isidore Newman School Retirement Plan (LA) 79 · 0 off
- Fort Wayne Medical Education Program 403(b) Plan (IN) 79 · 0 off
- Storm King Art Center 403(b) Retirement Plan (NY) 79 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.