Profit Sharing · DOL Form 5500 · 2024
Avera Marshall Regional Medical Center Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $25,974
- Avg per participant Low balance/head
Official DOL plan name: Pera Replacement Plan for Certain Employees of Avera Marshall · Sponsored by Avera Marshall Regional Medical Center · Minnesota · Healthcare & Social Assistance
$1M in assets, 56 participants
Avera Marshall Regional Medical Center's Pera Replacement Plan for Certain Employees of Avera Marshall reported $1M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #3,892 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Pera Replacement Plan for Certain Employees of Avera Marshall holds $1M for 56 participants - about $25,974 per participant, in the lower half of filed plans by assets.
- #3,892
- in Healthcare & Social Assistance (16,916 peers)
- -5.1%
- assets change YoY
The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pera Replacement Plan for Certain Employees of Avera Marshall among the smaller filed plans by assets
Pera Replacement Plan for Certain Employees of Avera Marshall vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,454,551 26th percentile higher than 26% 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
Pera Replacement Plan for Certain Employees of Avera Marshall among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pera Replacement Plan for Certain Employees of Avera Marshall is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pera Replacement Plan for Certain Employees of Avera Marshall reported net income fell from $159K in the plan year 2023 filing to -$78K in the plan year 2024 filing.
- Pera Replacement Plan for Certain Employees of Avera Marshall reported participants fell from 62 in the plan year 2023 filing to 56 in the plan year 2024 filing.
- Pera Replacement Plan for Certain Employees of Avera Marshall end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
DOL schedule card
Filing strip 410919153 · Avera Marshall Regional Medical Center PY 2024 · Profit Sharing
Pera Replacement Plan for Certain Employees of Avera Marshall · $1M · 56 · 26th
- BOOK $1M
- BOOK 56
- BOOK 26th
- BOOK Profit Sharing
- BOOK near Hicks & Hartwick, Inc., Profit Sharing Plan
- BOOK ind #3892
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 →
Pera Replacement Plan for Certain Employees of Avera Marshall in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$78K |
| Employer EIN | 410919153 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Avera Marshall Regional Medical Center)
Sponsor-wide plan assets over time
All Avera Marshall Regional Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 5.943942360358471% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | $1M |
| 2023 | 1 | 62 | $2M |
| 2024 | 1 | 56 | $1M |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Pipe Trades Services Mn Pension Supplement Fund $1.8B · 6,017
- Allina 403(b) Retirement Savings Plan $902M · 8,757
- Fairview Health Services Pension Plan $644M · 4,702
- Cargill Employee Retirement Account Plan $613M · 20,683
- Regions Hospital Retirement Savings 401(k) Plan $602M · 6,323
Pera Replacement Plan for Certain Employees of Avera Marshall's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Hicks & Hartwick, Inc., Profit Sharing Plan in CA ($1M); by covered participants it is Girls Incorporated of New York City 403(b) Plan in NY (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (56 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.