Other · DOL Form 5500 · 2024

Ely-Bloomenson Community Hospital Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
130
Participants Small participant base
61st
Percentile by assets National rank
$97,086
Avg per participant Below avg balance/head
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Official DOL plan name: Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan · Sponsored by Ely-Bloomenson Community Hospital · Minnesota · Healthcare & Social Assistance

$13M in assets, 130 participants

Ely-Bloomenson Community Hospital's Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan reported $13M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,167 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan covers 130 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $13M.

#11,167
in Healthcare & Social Assistance (16,916 peers)
+15.5%
assets growth YoY

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan vs every filed plan by assets

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

$12,621,143 Top 39% higher than 61% 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

Ely-Bloomenson Community Hospital Tax Deferred Annuity 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. Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan reported participants rose from 121 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410808719 · Ely-Bloomenson Community Hospital PY 2024 · Other

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan · $13M · 130 · 61st

  • PART $13M
  • TYPE 130
  • NET 61st
  • BOOK Other
  • VS-ST near Mckinley 403(b) Plan
  • BOY ind #11167

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 →

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan in the asset neighbourhood

Mckinley 403(b) Plan$13MEly-Bloomenson Community Hospital Tax Deferred Annuity PlanEly-Bloomenson Community Hos…$13M403(b) Thrift Plan for Employees of Making Opportunity Count, Inc.403(b) Thrift Plan for Emplo…$13MAsbestos Workers Local 75 Indiana Retirement FundAsbestos Workers Local 75 In…$13MParker School Corporation 403(b) DC PlanParker School Corporation 40…$13M
End-of-year total assets ($M) among Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN410808719
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ely-Bloomenson Community Hospital)

Sponsor-wide plan assets over time

All Ely-Bloomenson Community Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$13M 60.432786085050914% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.87M $12.6M ▲ +60.4%
Year Plans Participants Total Assets
2022 1 106 $8M
2023 1 121 $11M
2024 1 130 $13M

Nearby Other Plans in Minnesota

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

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan, Total assets ($B): 0.012621143 · Participants: 130Ely-Bloomenson Community Hospital Tax Deferred Annuity 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
Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan side-by-side with 3 peers →

Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Mckinley 403(b) Plan in CA ($13M); by covered participants it is Scottsdale Christian Academy Inc. 403(b) Retirement Plan in AZ (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan assets move in 2024? ▼
Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan grew sharply - up 15.5% during 2024, from $11M to $13M. Reported net income was $2M.
How have Ely-Bloomenson Community Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ely-Bloomenson Community Hospital's sponsor-wide assets grew 60.4%, from $8M to $13M.
Which Other plans are similar in size to Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Mckinley 403(b) Plan in CA ($13M, 439 participants).
Which Other plans cover a similar participant headcount to Ely-Bloomenson Community Hospital Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Scottsdale Christian Academy Inc. 403(b) Retirement Plan in AZ (130 participants, $9M in assets).

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 410808719.

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.