Other · DOL Form 5500 · 2023
Jones-Harrison Residence Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 381
- Participants Below avg headcount
Official DOL plan name: Jones-Harrison Residence Retirement Savings Plan · Sponsored by Jones-Harrison Residence · Minnesota · Healthcare & Social Assistance
N/A in assets, 381 participants
Jones-Harrison Residence's Jones-Harrison Residence Retirement Savings Plan reported N/A in total assets and 381 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Minnesota
Jones-Harrison Residence Retirement Savings Plan covers 381 participants in Minnesota, about 34% of the average Minnesota filer (state average ~1,126 per filing). Assets: N/A.
- -$8M
- reported net income
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jones-Harrison Residence Retirement Savings 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. Jones-Harrison Residence Retirement Savings Plan sits mid-pack in the medium band (381 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jones-Harrison Residence Retirement Savings Plan reported net income fell from -$2M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
- Jones-Harrison Residence Retirement Savings Plan reported participants rose from 270 in the plan year 2022 filing to 381 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 410693899 · Jones-Harrison Residence PY 2023 · Other
Jones-Harrison Residence Retirement Savings Plan · N/A · 381
- BOOK N/A
- VS-ST 381
- BOY PY 2023
- SCH Other
- EBSA near 403(b) Thrift Plan of the Children's Institute of Pittsburgh
- PART -$8M
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 →
Minnesota filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$8M |
| Employer EIN | 410693899 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jones-Harrison Residence)
Sponsor-wide plan assets over time
All Jones-Harrison Residence plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 3.1012416348202176% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 270 | $8M |
| 2023 | 2 | 665 | $8M |
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
Jones-Harrison Residence Retirement Savings Plan's closest out-of-state Other peers by headcount
Outside Minnesota, the nearest Other by covered participants is 403(b) Thrift Plan of the Children's Institute of Pittsburgh in PA (381 participants; this filing: 381 participants).
Similar participant headcount
Nearest other-state filings by covered participants (381 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.