Other · DOL Form 5500 · 2024
Hiawatha Valley Mental Health Center Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 153
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $28,965
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Hiawatha Valley Mental Health Center · Sponsored by Hiawatha Valley Mental Health Center · Minnesota · Healthcare & Social Assistance
$4M in assets, 153 participants
Hiawatha Valley Mental Health Center's 403(b) Thrift Plan for Hiawatha Valley Mental Health Center reported $4M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,135 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
403(b) Thrift Plan for Hiawatha Valley Mental Health Center covers 153 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.
- #7,135
- in Healthcare & Social Assistance (16,916 peers)
- +14.0%
- assets growth YoY
403(b) Thrift Plan for Hiawatha Valley Mental Health Center's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Hiawatha Valley Mental Health Center vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,431,641 40th percentile higher than 40% 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
403(b) Thrift Plan for Hiawatha Valley Mental Health Center 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. 403(b) Thrift Plan for Hiawatha Valley Mental Health Center sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Hiawatha Valley Mental Health Center reported net income rose from $472K in the plan year 2023 filing to $543K in the plan year 2024 filing.
- 403(b) Thrift Plan for Hiawatha Valley Mental Health Center end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- 403(b) Thrift Plan for Hiawatha Valley Mental Health Center reported participants rose from 144 in the plan year 2023 filing to 153 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 410889423 · Hiawatha Valley Mental Health Center PY 2024 · Other
403(b) Thrift Plan for Hiawatha Valley Mental Health Center · $4M · 153 · 40th
- NET $4M
- BOOK 153
- VS-ST 40th
- BOY Other
- SCH near Pentagon Federal Credit Union Fort Buchanan Retirement Plan
- EBSA ind #7135
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 →
403(b) Thrift Plan for Hiawatha Valley Mental Health Center in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $543K |
| Employer EIN | 410889423 |
| Plan Effective Date | 1993-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hiawatha Valley Mental Health Center)
Sponsor-wide plan assets over time
All Hiawatha Valley Mental Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 29.715513060266694% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $3M |
| 2023 | 1 | 144 | $4M |
| 2024 | 1 | 153 | $4M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
403(b) Thrift Plan for Hiawatha Valley Mental Health Center's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Pentagon Federal Credit Union Fort Buchanan Retirement Plan in VA ($4M); by covered participants it is Vivalon, Inc. 403(b) Plan in CA (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Vivalon, Inc. 403(b) Plan (CA) 153 · 0 off
- W. M. Keck Observatory 403(b) Retirement Plan (HI) 153 · 0 off
- Mobilization for Justice, Inc. 403(b) Plan (NY) 153 · 0 off
- Kootenai Clinic 403(b) Plan (ID) 153 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.