Other · DOL Form 5500 · 2023
Knute Nelson Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 819
- Participants Near avg headcount
- 70th
- Percentile by assets National rank
- $21,047
- Avg per participant Low balance/head
Official DOL plan name: Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson · Sponsored by Knute Nelson · Minnesota · Healthcare & Social Assistance
$17M in assets, 819 participants
Knute Nelson's Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson reported $17M in total assets and 819 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #13,193 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson surged 30.9% in 2023 ($13M → $17M) for 819 participants.
- #13,193
- in Healthcare & Social Assistance (17,684 peers)
- +30.9%
- assets growth YoY
Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson's outsized position by total assets
Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,237,467 Top 30% higher than 70% 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
Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson 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. Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson sits mid-pack in the medium band (819 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson reported participants rose from 627 in the plan year 2022 filing to 819 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 411263433 · Knute Nelson PY 2023 · Other
Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson · $17M · 819 · 70th
- EIN $17M
- RANK 819
- PHOTO 70th
- IND Other
- EOY near Planned Parenthood 403(b) Plan
- 5500 ind #13193
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 →
Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson in the asset neighbourhood
Knute Nelson years around the 2023 move
Sponsor-wide plan assets over time
All Knute Nelson plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 627 | $13M |
| 2023 | 1 | 819 | $17M |
| 2024 | 1 | 933 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $4M |
| Employer EIN | 411263433 |
| Plan Effective Date | 1994-05-01 |
| Filing Status | FILING RECEIVED |
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
Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Planned Parenthood 403(b) Plan in CA ($17M); by covered participants it is Youth Consultation Service Tax Sheltered Annuity Plan in NJ (818 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Planned Parenthood 403(b) Plan (CA) $17M · 392
- Hillbrook School Defined Contribution Retirement Plan (CA) $17M · 85
- Menno Haven, Inc. 403(b) Plan (PA) $17M · 551
- Winterthur Employee Retirement Plan (DE) $17M · 281
Similar participant headcount
Nearest other-state filings by covered participants (819 participants); asset peers above are excluded.
- Youth Consultation Service Tax Sheltered Annuity Plan (NJ) 818 · 1 off
- Aspiranet 403(b) Plan (CA) 820 · 1 off
- Agrace Hospicecare Employee Retirement Plan (WI) 817 · 2 off
- Gettysburg College Defined Contribution Retirement Plan (PA) 817 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.