401(k) · DOL Form 5500 · 2024
University of Minnesota Physicians 401(k) Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 4,568
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $242,169
- Avg per participant Above avg balance/head
Official DOL plan name: University of Minnesota Physicians Retirement Savings and 401(k) Plan · Sponsored by University of Minnesota Physicians · Minnesota · Healthcare & Social Assistance
$1.1B in assets, 4,568 participants
University of Minnesota Physicians's University of Minnesota Physicians Retirement Savings and 401(k) Plan reported $1.1B in total assets and 4,568 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #16,697 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
University of Minnesota Physicians Retirement Savings and 401(k) Plan covers 4,568 participants in Minnesota, 4.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $1.1B.
- #16,697
- in Healthcare & Social Assistance (16,916 peers)
- +18.6%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
University of Minnesota Physicians Retirement Savings and 401(k) Plan's outsized position by total assets
University of Minnesota Physicians Retirement Savings and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,106,225,726 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
University of Minnesota Physicians Retirement Savings and 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Minnesota Physicians Retirement Savings and 401(k) Plan lands in the large band (4,568 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Minnesota Physicians Retirement Savings and 401(k) Plan end-of-year assets rose from $933M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- University of Minnesota Physicians Retirement Savings and 401(k) Plan reported participants rose from 4,047 in the plan year 2023 filing to 4,568 in the plan year 2024 filing.
- University of Minnesota Physicians Retirement Savings and 401(k) Plan reported net income fell from $193M in the plan year 2023 filing to $174M in the plan year 2024 filing.
DOL schedule card
Filing strip 411843943 · University of Minnesota Physicians PY 2024 · 401(k)
University of Minnesota Physicians Retirement Savings and 401(k) Plan · $1.1B · 4,568 · 99th
- TYPE $1.1B
- TYPE 4,568
- TYPE 99th
- TYPE 401(k)
- TYPE near Chick-Fil-a, Inc. 401(k) Plan
- TYPE ind #16697
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 →
University of Minnesota Physicians Retirement Savings and 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $933M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $174M |
| Employer EIN | 411843943 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Minnesota Physicians)
Sponsor-wide plan assets over time
All University of Minnesota Physicians plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 49.601820860924555% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,865 | $739M |
| 2023 | 1 | 4,047 | $933M |
| 2024 | 1 | 4,568 | $1.1B |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
University of Minnesota Physicians Retirement Savings and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Chick-Fil-a, Inc. 401(k) Plan in GA ($1.1B); by covered participants it is Sentry 401(k) Plan in WI (4,565 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Chick-Fil-a, Inc. 401(k) Plan (GA) $1.1B · 5,163
- The Lincoln Electric Company Employee Savings Plan (OH) $1.1B · 4,859
- The Atlas Air, Inc. Retirement Plan (NY) $1.1B · 4,602
- Infosys Limited Tax Savings 401(k) Safe Harbor Plan (TX) $1.1B · 18,710
Similar participant headcount
Nearest other-state filings by covered participants (4,568 participants); asset peers above are excluded.
- Sentry 401(k) Plan (WI) 4,565 · 3 off
- Reiter Affiliated Companies 401(k) Plan (CA) 4,565 · 3 off
- Toyoda Gosei 401(k) Plan (MI) 4,572 · 4 off
- Holiday Inn Club Vacations Incorporated Retirement Plan (FL) 4,562 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.