401(k)
2024 plan-year 401(k) DOL Form 5500

GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

FAIRVIEW HEALTH SERVICES

This 401(k) plan holds $114M in total assets and serves 741 participants as of 2024. It is sponsored by FAIRVIEW HEALTH SERVICES in Minnesota. The plan reported positive net income of $15M for the year.

Total Assets (2023)
$114M
Participants
741
State
Industry
Healthcare & Social Assistance

What the Filing Says About GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST

GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST is a 401(k) retirement plan sponsored by FAIRVIEW HEALTH SERVICES, headquartered in Minnesota. As of the 2024 Form 5500 filing, the plan reports $114M in total end-of-year assets and covers 741 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 411865874, and the plan has been effective since 1960-08-29. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $99M at the beginning of 2024 to $114M at year-end — a gain of 14.9%. Net assets (after liabilities) closed the year at $114M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$99M
Total Assets (End of Year)$114M
Net Assets (End of Year)$114M
Net Income$15M
Plan Type401(k)
Employer EIN411865874
Plan Effective Date1960-08-29
Filing StatusFILING RECEIVED

Sponsor Plan History (FAIRVIEW HEALTH SERVICES)

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.

Frequently Asked Questions

How much money is in the GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST?
As of the 2024 Form 5500 filing, GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST holds $114M in total assets with 741 participants. It is sponsored by FAIRVIEW HEALTH SERVICES.
What type of plan is GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST?
GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST is a 401(k) plan. It has been effective since 1960-08-29. The plan is filed with the U.S. Department of Labor under EIN 411865874.
Who sponsors the GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST?
GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST is sponsored by FAIRVIEW HEALTH SERVICES, located in Minnesota. The sponsor's EIN is 411865874 and the plan operates in the Healthcare & Social Assistance industry.
How did GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST perform in 2024?
GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST grew by 14.9% during 2024, moving from $99M to $114M in total assets. Net income was $15M.
Where can I find official filings for GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST?
Official Form 5500 filings for GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 411865874 or plan name at efast.dol.gov.
How does GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST compare to other plans?
You can compare GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST against other 401(k) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.