Other · DOL Form 5500 · 2024

United Hospital District, Inc. Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
257
Participants Below avg headcount
71st
Percentile by assets National rank
$81,113
Avg per participant Below avg balance/head
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Official DOL plan name: United Hospital District 403(b) Plan · Sponsored by United Hospital District, Inc. · Minnesota · Healthcare & Social Assistance

$21M in assets, 257 participants

United Hospital District, Inc.'s United Hospital District 403(b) Plan reported $21M in total assets and 257 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,767 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

United Hospital District 403(b) Plan covers 257 participants in Minnesota, about 23% of the average Minnesota filer (state average ~1,126 per filing). Assets: $21M.

#12,767
in Healthcare & Social Assistance (16,916 peers)
+19.2%
assets growth YoY

United Hospital District 403(b) Plan's outsized position by total assets

United Hospital District 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,846,154 Top 29% higher than 71% of 123,620 filed plans

This plan $0 $2,050,000,000 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

United Hospital District 403(b) Plan 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. United Hospital District 403(b) Plan sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Hospital District 403(b) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • United Hospital District 403(b) Plan reported participants rose from 249 in the plan year 2023 filing to 257 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 454165628 · United Hospital District, Inc. PY 2024 · Other

United Hospital District 403(b) Plan · $21M · 257 · 71st

  • EIN $21M
  • RANK 257
  • PHOTO 71st
  • IND Other
  • EOY near 403(b) Thrift Plan for Employees of Pathpoint
  • 5500 ind #12767

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 →

United Hospital District 403(b) Plan in the asset neighbourhood

United Hospital District 403(b) PlanUnited Hospital District 403…$21M403(b) Thrift Plan for Employees of Pathpoint403(b) Thrift Plan for Emplo…$21MToyota De Puerto Rico Corp. Savings and Investment PlanToyota De Puerto Rico Corp. …$21MAmerican Jewish World Service 403(b) PlanAmerican Jewish World Servic…$21M403b Thrift Plan of Viability, Inc.403b Thrift Plan of Viabilit…$21M
End-of-year total assets ($M) among United Hospital District 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN454165628
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Hospital District, Inc.)

Sponsor-wide plan assets over time

All United Hospital District, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 46.936112867190424% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.2M $20.9M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 233 $14M
2023 1 249 $17M
2024 1 257 $21M

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

United Hospital District 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants United Hospital District 403(b) Plan, Total assets ($B): 0.020846154 · Participants: 257United Hospital District 403(b) PlanMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.937973727 · Participants: 5750Childrens Hospitals and Clinics Matched Savings PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.866640984 · Participants: 8227Centracare Health System 403(b) PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.811257677 · Participants: 22289Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.459707522 · Participants: 2357University of St. Thomas Retirement Plan
United Hospital District 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants

United Hospital District 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is 403(b) Thrift Plan for Employees of Pathpoint in CA ($21M); by covered participants it is Peninsula Community Health Services 403(b) Plan in WA (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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.

Frequently Asked Questions

How did United Hospital District 403(b) Plan assets move in 2024?
United Hospital District 403(b) Plan grew sharply - up 19.2% during 2024, from $17M to $21M. Reported net income was $3M.
How have United Hospital District, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), United Hospital District, Inc.'s sponsor-wide assets grew 46.9%, from $14M to $21M.
Which Other plans are similar in size to United Hospital District 403(b) Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Pathpoint in CA ($21M, 415 participants).
Which Other plans cover a similar participant headcount to United Hospital District 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Peninsula Community Health Services 403(b) Plan in WA (257 participants, $12M in assets).