Other · DOL Form 5500 · 2024
Amery Regional Medical Center Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 408
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $83,440
- Avg per participant Below avg balance/head
Official DOL plan name: Amery Hospital & Clinic 403(b)Plan · Sponsored by Amery Regional Medical Center · Minnesota · Healthcare & Social Assistance
$34M in assets, 408 participants
Amery Regional Medical Center's Amery Hospital & Clinic 403(b)Plan reported $34M in total assets and 408 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #13,917 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Amery Hospital & Clinic 403(b)Plan covers 408 participants in Minnesota, about 36% of the average Minnesota filer (state average ~1,126 per filing). Assets: $34M.
- #13,917
- in Healthcare & Social Assistance (16,916 peers)
- +10.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Amery Hospital & Clinic 403(b)Plan's outsized position by total assets
Amery Hospital & Clinic 403(b)Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,043,592 Top 21% higher than 79% 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
Amery Hospital & Clinic 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. Amery Hospital & Clinic 403(b)Plan sits mid-pack in the medium band (408 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Amery Hospital & Clinic 403(b)Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Amery Hospital & Clinic 403(b)Plan end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Amery Hospital & Clinic 403(b)Plan reported participants rose from 386 in the plan year 2023 filing to 408 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 390908320 · Amery Regional Medical Center PY 2024 · Other
Amery Hospital & Clinic 403(b)Plan · $34M · 408 · 79th
- SCH $34M
- EBSA 408
- PART 79th
- TYPE Other
- NET near The Colburn School Tda / DC Plan
- BOOK ind #13917
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 →
Amery Hospital & Clinic 403(b)Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $3M |
| Employer EIN | 390908320 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amery Regional Medical Center)
Sponsor-wide plan assets over time
All Amery Regional Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 30.04527191300935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 382 | $26M |
| 2023 | 1 | 386 | $31M |
| 2024 | 1 | 408 | $34M |
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
Amery Hospital & Clinic 403(b)Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is The Colburn School Tda / DC Plan in CA ($34M); by covered participants it is Charlotte Country Day School Retirement Plan in NC (408 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (408 participants); asset peers above are excluded.
- Charlotte Country Day School Retirement Plan (NC) 408 · 0 off
- Albion College Defined Contribution Retirement Plan (MI) 408 · 0 off
- Nupath, Inc. 403(b) Retirement Plan (MA) 409 · 1 off
- Weta 403(b) Tax Deferred Savings Plan (VA) 409 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.