Other · DOL Form 5500 · 2024
Trustees of the Hamline University of Minnesota Retirement Plan
Data updated 2026-08-25
- $167M
- Total assets Near avg plan size
- 429
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $389,875
- Avg per participant High balance/head
Official DOL plan name: Hamline University 403(b) Retirement Plan · Sponsored by Trustees of the Hamline University of Minnesota · Minnesota · Educational Services
$167M in assets, 429 participants
Trustees of the Hamline University of Minnesota's Hamline University 403(b) Retirement Plan reported $167M in total assets and 429 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.
- #3,232 in Educational Services (3,638 peers)
Coverage in Minnesota
Hamline University 403(b) Retirement Plan covers 429 participants in Minnesota, about 38% of the average Minnesota filer (state average ~1,126 per filing). Assets: $167M.
- #3,232
- in Educational Services (3,638 peers)
- +4.8%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Hamline University 403(b) Retirement Plan's outsized position by total assets
Hamline University 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$167,256,469 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
Hamline University 403(b) Retirement 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. Hamline University 403(b) Retirement Plan sits mid-pack in the medium band (429 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hamline University 403(b) Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Hamline University 403(b) Retirement Plan end-of-year assets rose from $160M in the plan year 2023 filing to $167M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 410693960 · Trustees of the Hamline University of Minnesota PY 2024 · Other
Hamline University 403(b) Retirement Plan · $167M · 429 · 93rd
- VS-ST $167M
- VS-ST 429
- VS-ST 93rd
- VS-ST Other
- VS-ST near Tax Deferred Annuity Retirement Plan
- VS-ST ind #3232
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 Educational Services retirement plans → · Plans in Minnesota →
Hamline University 403(b) Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $160M |
|---|---|
| Net Assets (End of Year) | $167M |
| Net Income | $8M |
| Employer EIN | 410693960 |
| Plan Effective Date | 1951-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Hamline University of Minnesota)
Sponsor-wide plan assets over time
All Trustees of the Hamline University of Minnesota plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 13.66853736888221% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 455 | $147M |
| 2023 | 1 | 432 | $160M |
| 2024 | 1 | 429 | $167M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
Hamline University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Tax Deferred Annuity Retirement Plan in NY ($167M); by covered participants it is Roanoke College Defined Contribution Retirement Plan in VA (429 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($167M here).
- Tax Deferred Annuity Retirement Plan (NY) $167M · 460
- Community Hospital Corporation Employees' 403(b) Plan (TX) $167M · 3,921
- Shs 403b Plan (PA) $168M · 1,384
- University Physicians and Surgeons, Inc. Retirement Plan (WV) $167M · 2,210
Similar participant headcount
Nearest other-state filings by covered participants (429 participants); asset peers above are excluded.
- Roanoke College Defined Contribution Retirement Plan (VA) 429 · 0 off
- Wesley 403(b) Retirement Plan (WA) 428 · 1 off
- Hopewest 403(b) Plan (CO) 430 · 1 off
- O'bleness Memorial Hospital Tax Sheltered Annuity Plan (OH) 428 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.