401(k) · DOL Form 5500 · 2024

Fairview Health Services 401(k) Plan

Data updated 2026-08-25

$114M
Total assets Near avg plan size
741
Participants Near avg headcount
91st
Percentile by assets National rank
$153,830
Avg per participant Above avg balance/head
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Official DOL plan name: Grand Itasca Clinic & Hospital 401(k) Plan and Trust · Sponsored by Fairview Health Services · Minnesota · Healthcare & Social Assistance

$114M in assets, 741 participants

Fairview Health Services's Grand Itasca Clinic & Hospital 401(k) Plan and Trust reported $114M in total assets and 741 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,619 in Healthcare & Social Assistance (16,916 peers)

Where Grand Itasca Clinic & Hospital 401(k) Plan and Trust sits by assets

Grand Itasca Clinic & Hospital 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $114M for 741 participants (~$153,830/participant), up 14.9% in 2024.

#15,619
in Healthcare & Social Assistance (16,916 peers)
+14.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Grand Itasca Clinic & Hospital 401(k) Plan and Trust's outsized position by total assets

Grand Itasca Clinic & Hospital 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$113,987,910 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Grand Itasca Clinic & Hospital 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grand Itasca Clinic & Hospital 401(k) Plan and Trust sits mid-pack in the medium band (741 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grand Itasca Clinic & Hospital 401(k) Plan and Trust end-of-year assets rose from $99M in the plan year 2023 filing to $114M in the plan year 2024 filing.
  • Grand Itasca Clinic & Hospital 401(k) Plan and Trust reported participants rose from 665 in the plan year 2023 filing to 741 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411865874 · Fairview Health Services PY 2024 · 401(k)

Grand Itasca Clinic & Hospital 401(k) Plan and Trust · $114M · 741 · 91st

  • EIN $114M
  • EIN 741
  • EIN 91st
  • EIN 401(k)
  • EIN near Southeast Alaska Regional Health Consortium (Searhc) 401(k) Plan
  • EIN ind #15619

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 →

Grand Itasca Clinic & Hospital 401(k) Plan and Trust in the asset neighbourhood

Commonwealth Rolled Products, Inc. Hourly 401(k) PlanCommonwealth Rolled Products…$114MGrand Itasca Clinic & Hospital 401(k) Plan and TrustGrand Itasca Clinic & Hospit…$114MSoutheast Alaska Regional Health Consortium (Searhc) 401(k) PlanSoutheast Alaska Regional He…$114MSolv Energy 401(k) Plan$114MUdr, Inc. 401(k) Plan$114M
End-of-year total assets ($M) among Grand Itasca Clinic & Hospital 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$114M
Net Income$15M
Employer EIN411865874
Plan Effective Date1960-08-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Fairview Health Services)

Sponsor-wide plan assets over time

All Fairview Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$114M 35.238751255154654% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84.3M $114M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 644 $84M
2023 1 665 $99M
2024 1 741 $114M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Grand Itasca Clinic & Hospital 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Grand Itasca Clinic & Hospital 401(k) Plan and Trust, Total assets ($B): 0.11398791 · Participants: 741Grand Itasca Clinic & Hospital 401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Grand Itasca Clinic & Hospital 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Grand Itasca Clinic & Hospital 401(k) Plan and Trust side-by-side with 3 peers →

Grand Itasca Clinic & Hospital 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Southeast Alaska Regional Health Consortium (Searhc) 401(k) Plan in AK ($114M); by covered participants it is Ingleside 401(k) Plan in MD (741 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($114M here).

Similar participant headcount

Nearest other-state filings by covered participants (741 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Grand Itasca Clinic & Hospital 401(k) Plan and Trust assets move in 2024? ▼
Grand Itasca Clinic & Hospital 401(k) Plan and Trust grew at a solid clip - up 14.9% during 2024, from $99M to $114M. Reported net income was $15M.
How have Fairview Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fairview Health Services's sponsor-wide assets grew 35.2%, from $84M to $114M.
Where does Grand Itasca Clinic & Hospital 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Grand Itasca Clinic & Hospital 401(k) Plan and Trust ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Grand Itasca Clinic & Hospital 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Southeast Alaska Regional Health Consortium (Searhc) 401(k) Plan in AK ($114M, 1,018 participants).
Which 401(k) plans cover a similar participant headcount to Grand Itasca Clinic & Hospital 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ingleside 401(k) Plan in MD (741 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411865874.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.