401(k) · DOL Form 5500 · 2024
Hazelden Betty Ford Foundation 401(k) Plan
Data updated 2026-08-25
- $139M
- Total assets Near avg plan size
- 1,654
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $84,274
- Avg per participant Below avg balance/head
Official DOL plan name: Hazelden Betty Ford Foundation Retirement Savings Plan · Sponsored by Hazelden Betty Ford Foundation · Minnesota · Healthcare & Social Assistance
$139M in assets, 1,654 participants
Hazelden Betty Ford Foundation's Hazelden Betty Ford Foundation Retirement Savings Plan reported $139M in total assets and 1,654 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.
- #15,812 in Healthcare & Social Assistance (16,916 peers)
Where Hazelden Betty Ford Foundation Retirement Savings Plan sits by assets
Hazelden Betty Ford Foundation Retirement Savings Plan sits in the top 10% of all filed plans by assets, $139M for 1,654 participants (~$84,274/participant), up 3.4% in 2024.
- #15,812
- in Healthcare & Social Assistance (16,916 peers)
- +3.4%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Hazelden Betty Ford Foundation Retirement Savings Plan's outsized position by total assets
Hazelden Betty Ford Foundation Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$139,389,696 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
Hazelden Betty Ford Foundation Retirement Savings 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. Hazelden Betty Ford Foundation Retirement Savings Plan lands in the large band (1,654 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hazelden Betty Ford Foundation Retirement Savings Plan reported net income fell from $22M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Hazelden Betty Ford Foundation Retirement Savings Plan end-of-year assets rose from $135M in the plan year 2023 filing to $139M in the plan year 2024 filing.
- Hazelden Betty Ford Foundation Retirement Savings Plan reported participants rose from 1,639 in the plan year 2023 filing to 1,654 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 410682405 · Hazelden Betty Ford Foundation PY 2024 · 401(k)
Hazelden Betty Ford Foundation Retirement Savings Plan · $139M · 1,654 · 93rd
- 5500 $139M
- 5500 1,654
- 5500 93rd
- 5500 401(k)
- 5500 near Uva Physicians Group Retirement Plan
- 5500 ind #15812
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 →
Hazelden Betty Ford Foundation Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $135M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | $5M |
| Employer EIN | 410682405 |
| Plan Effective Date | 1971-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hazelden Betty Ford Foundation)
Sponsor-wide plan assets over time
All Hazelden Betty Ford Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $139M 23.97574015652801% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,642 | $112M |
| 2023 | 1 | 1,639 | $135M |
| 2024 | 1 | 1,654 | $139M |
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
Hazelden Betty Ford Foundation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Uva Physicians Group Retirement Plan in VA ($139M); by covered participants it is Guardant Health 401(k) Plan in CA (1,654 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($139M here).
- Uva Physicians Group Retirement Plan (VA) $139M · 1,443
- Los Angeles Truck Centers, LLC 401(k) Plan (CA) $139M · 2,662
- International Union of Journeymen and Allied Trades 401(k) Retirement Plan (CT) $139M · 20,538
- Franklin Covey Co. 401(k) Plan (UT) $139M · 904
Similar participant headcount
Nearest other-state filings by covered participants (1,654 participants); asset peers above are excluded.
- Guardant Health 401(k) Plan (CA) 1,654 · 0 off
- Florida Institute for Long Term Care LLC 401(k) Plan (PA) 1,654 · 0 off
- The Employees' 401(k) Plan of Southeast Region (NY) 1,654 · 0 off
- The Rawlings Group 401(k) Plan (KY) 1,654 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.