401(k) · DOL Form 5500 · 2024
Essential Health 401(k) Plan
Data updated 2026-08-11
- $90M
- Total assets
- 1,115
- Participants
- 90th
- Percentile by assets
- $81,092
- Avg per participant
Official DOL plan name: Essentia Health 403(b) Plan · Sponsored by Essential Health · Minnesota · Healthcare & Social Assistance
$90M in assets, 1,115 participants
Essential Health's Essentia Health 403(b) Plan reported $90M in total assets and 1,115 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 123,622 plans)
- #15,390 in Healthcare & Social Assistance (16,916 peers)
Where Essentia Health 403(b) Plan sits by assets
Essentia Health 403(b) Plan sits in the top 10% of all filed plans by assets, $90M for 1,115 participants (~$81,092/participant), up 0.2% in 2024.
- $90M
- total plan assets (2024 EOY)
- 1,115
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $81,092
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Essentia Health 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $215K in the plan year 2024 filing.
- Essentia Health 403(b) Plan reported participants fell from 1,220 in the plan year 2023 filing to 1,115 in the plan year 2024 filing.
- Essentia Health 403(b) Plan end-of-year assets rose from $90M in the plan year 2023 filing to $90M in the plan year 2024 filing.
Essentia Health 403(b) Plan vs the 2024 asset distribution
By assets, Essentia Health 403(b) Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $215K |
| Employer EIN | 200360007 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Essential Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,815 | $1.7B |
| 2023 | 2 | 16,711 | $2.0B |
| 2024 | 2 | 16,810 | $2.3B |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Essentia Health 403(b) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Essentia Health 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Essentia Health 403(b) Plan assets move in 2024? ▼
How have Essential Health plan assets changed over time? ▼
Where does Essentia Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Essentia Health 403(b) Plan? ▼
Next read for Essentia Health 403(b) Plan
Scale reading
Ways to act on Essentia Health 403(b) Plan's numbers.
- By total assets, Essentia Health 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Essential Health's sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans