401(k) · DOL Form 5500 · 2024
Holston Medical Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $147M
- Total assets Near avg plan size
- 1,172
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $125,521
- Avg per participant Near avg balance/head
Official DOL plan name: Holston Medical Group Retirement Plan · Sponsored by Holston Medical Group, Inc. · Minnesota · Healthcare & Social Assistance
$147M in assets, 1,172 participants
Holston Medical Group, Inc.'s Holston Medical Group Retirement Plan reported $147M in total assets and 1,172 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,852 in Healthcare & Social Assistance (16,916 peers)
Where Holston Medical Group Retirement Plan sits by assets
Holston Medical Group Retirement Plan sits in the top 10% of all filed plans by assets, $147M for 1,172 participants (~$125,521/participant), up 10.7% in 2024.
- #15,852
- in Healthcare & Social Assistance (16,916 peers)
- +10.7%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Holston Medical Group Retirement Plan's outsized position by total assets
Holston Medical Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$147,110,981 Top 7% higher than 93% 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
Holston Medical Group Retirement 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. Holston Medical Group Retirement Plan lands in the large band (1,172 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Holston Medical Group Retirement Plan reported net income fell from $29M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Holston Medical Group Retirement Plan end-of-year assets rose from $133M in the plan year 2023 filing to $147M in the plan year 2024 filing.
- Holston Medical Group Retirement Plan reported participants rose from 1,081 in the plan year 2023 filing to 1,172 in the plan year 2024 filing.
DOL schedule card
Filing strip 621388079 · Holston Medical Group, Inc. PY 2024 · 401(k)
Holston Medical Group Retirement Plan · $147M · 1,172 · 93rd
- PART $147M
- PART 1,172
- PART 93rd
- PART 401(k)
- PART near Jubilant Pharma Holdings Inc. and Subsidiaries 401(k) Plan
- PART ind #15852
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 →
Holston Medical Group Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $133M |
|---|---|
| Net Assets (End of Year) | $147M |
| Net Income | $14M |
| Employer EIN | 621388079 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holston Medical Group, Inc.)
Sponsor-wide plan assets over time
All Holston Medical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $147M 41.462623186501126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 976 | $104M |
| 2023 | 1 | 1,081 | $133M |
| 2024 | 1 | 1,172 | $147M |
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
Holston Medical Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Jubilant Pharma Holdings Inc. and Subsidiaries 401(k) Plan in PA ($147M); by covered participants it is Rogers Employee Savings and Retirement Plan in AZ (1,172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($147M here).
- Jubilant Pharma Holdings Inc. and Subsidiaries 401(k) Plan (PA) $147M · 1,747
- Leupold & Stevens Retirement Savings Plan (OR) $147M · 795
- Boscov's 401(k) Defined Contribution Plan (PA) $147M · 7,045
- Capital Womens Care, LLC Employees 401(k) Plan (MD) $147M · 995
Similar participant headcount
Nearest other-state filings by covered participants (1,172 participants); asset peers above are excluded.
- Rogers Employee Savings and Retirement Plan (AZ) 1,172 · 0 off
- Northwest Hardwoods, Inc. 401(k) Plan (WA) 1,172 · 0 off
- Price Family 401(k) Plan (CA) 1,172 · 0 off
- Alliance Entertainment 401(k) Plan (FL) 1,173 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.