Other · DOL Form 5500 · 2024
Smdc Medical Center Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 67
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $87,756
- Avg per participant Below avg balance/head
Official DOL plan name: Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity / 403(b) Plan · Sponsored by Smdc Medical Center · Minnesota · Healthcare & Social Assistance
$6M in assets, 67 participants
Smdc Medical Center's Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity / 403(b) Plan reported $6M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #8,221 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity / 403(b) Plan holds $6M for 67 participants - about $87,756 per participant, in the lower half of filed plans by assets.
- #8,221
- in Healthcare & Social Assistance (16,916 peers)
- -1.8%
- assets change YoY
The plan reported a net loss of $105K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity / 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity / 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,879,638 45th percentile higher than 45% 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
Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity / 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity / 403(b) Plan is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity / 403(b) Plan reported net income fell from $316K in the plan year 2023 filing to -$105K in the plan year 2024 filing.
- Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity / 403(b) Plan reported participants fell from 79 in the plan year 2023 filing to 67 in the plan year 2024 filing.
- Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity / 403(b) Plan end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 411878730 · Smdc Medical Center PY 2024 · Other
Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity / 403(b) Plan · $6M · 67 · 45th
- 5500 $6M
- 5500 67
- 5500 45th
- 5500 Other
- 5500 near Housing Assistance Corporation Employee Pension Plan
- 5500 ind #8221
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 →
Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity / 403(b) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$105K |
| Employer EIN | 411878730 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smdc Medical Center)
Sponsor-wide plan assets over time
All Smdc Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 6.072788746574622% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 145 | $23M |
| 2023 | 2 | 133 | $24M |
| 2024 | 2 | 118 | $22M |
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
Miller-Dwan Medical Center, Inc. Tax-Sheltered Annuity / 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Housing Assistance Corporation Employee Pension Plan in MA ($6M); by covered participants it is University Corporation for Advanced Internet Development Tda Plan in MI (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (67 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.