401(k) · DOL Form 5500 · 2024

Holston Medical Group, Inc. 401(k) Plan

Data updated 2026-08-11

$147M
Total assets
1,172
Participants
93rd
Percentile by assets
$125,521
Avg per participant
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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.

  • 93rd percentile by assets (of 123,622 plans)
  • #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.

$147M
total plan assets (2024 EOY)
1,172
covered participants
93rd
percentile by assets (of 123,622 plans)
$125,521
avg assets per participant

Where Holston Medical Group Retirement Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
Minnesota
Industry
Healthcare & Social Assistance

Holston Medical Group Retirement Plan vs the 2024 asset distribution

By assets, Holston Medical Group Retirement Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$147M
Net Income$14M
Employer EIN621388079
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holston Medical Group, Inc.)

$80M$100M$120M$140M$160M 202220232024 $104M $147M ▲ +41.5%
Total plan assets by year, all Holston Medical Group, Inc. plans on file
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.

Holston Medical Group Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Holston Medical Grou…, Total assets ($B): 0.147110981 · Participants: 1172Holston Medical Grou…Wells Fargo & Compan…, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Compan…Unitedhealth Group 4…, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 4…Target Corporation 4…, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 4…Medtronic Savings an…, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings an…U.S. Bank 401(k) Sav…, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Sav…
Holston Medical Group Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Holston Medical Group Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Holston Medical Group Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Holston Medical Group Retirement Plan assets move in 2024? ▼
Holston Medical Group Retirement Plan grew at a solid clip - up 10.7% during 2024, from $133M to $147M. Reported net income was $14M.
How have Holston Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holston Medical Group, Inc.'s sponsor-wide assets grew 41.5%, from $104M to $147M.
Where does Holston Medical Group Retirement Plan rank by assets among Form 5500 filers? ▼
Holston Medical Group Retirement Plan ranks in the 93rd 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 Holston Medical Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jubilant Pharma Holdings Inc. and Subsidiaries 401(k) Plan in PA ($147M, 1,747 participants).

Next read for Holston Medical Group Retirement Plan

Scale reading

Ways to act on Holston Medical Group Retirement Plan's numbers.

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 621388079.

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.