401(k) · DOL Form 5500 · 2024

Essential Health 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
1,115
Participants Near avg headcount
90th
Percentile by assets National rank
$81,092
Avg per participant Below avg balance/head
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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.

  • #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.

#15,390
in Healthcare & Social Assistance (16,916 peers)
+0.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Essentia Health 403(b) Plan's outsized position by total assets

Essentia Health 403(b) Plan vs every filed plan by assets

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

$90,417,647 Top 10% higher than 90% 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

Essentia Health 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Essentia Health 403(b) Plan lands in the large band (1,115 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 200360007 · Essential Health PY 2024 · 401(k)

Essentia Health 403(b) Plan · $90M · 1,115 · 90th

  • BOY $90M
  • BOY 1,115
  • BOY 90th
  • BOY 401(k)
  • BOY near Ventas, Inc. 401(k) Profit Sharing Plan
  • BOY ind #15390

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 →

Essentia Health 403(b) Plan in the asset neighbourhood

Meridian Bioscience, Inc. Savings & Investment PlanMeridian Bioscience, Inc. Sa…$90MKlehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing PlanKlehr Harrison Harvey Branzb…$90MEssentia Health 403(b) Plan$90MVentas, Inc. 401(k) Profit Sharing PlanVentas, Inc. 401(k) Profit S…$90MEmplova 401(k) Retirement Savings PlanEmplova 401(k) Retirement Sa…$90M
End-of-year total assets ($M) among Essentia Health 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$90M
Net Income$215K
Employer EIN200360007
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essential Health)

Sponsor-wide plan assets over time

All Essential Health plans reported in each filing year

Latest sponsor-wide plan assets
$2.3B 34.17601445297837% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.7B $2.28B ▲ +34.1%
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 Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Essentia Health 403(b) Plan, Total assets ($B): 0.090417647 · Participants: 1115Essentia Health 403(b) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Essentia Health 403(b) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Essentia Health 403(b) Plan side-by-side with 3 peers →

Essentia Health 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Ventas, Inc. 401(k) Profit Sharing Plan in IL ($90M); by covered participants it is Green Dot Public Schools 401(k) Plan in CA (1,115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,115 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 Essentia Health 403(b) Plan assets move in 2024? ▼
Essentia Health 403(b) Plan held essentially flat - up 0.2% during 2024, from $90M to $90M. Reported net income was $215K.
How have Essential Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essential Health's sponsor-wide assets grew 34.2%, from $1.7B to $2.3B.
Where does Essentia Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Essentia Health 403(b) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Essentia Health 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ventas, Inc. 401(k) Profit Sharing Plan in IL ($90M, 489 participants).
Which 401(k) plans cover a similar participant headcount to Essentia Health 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Dot Public Schools 401(k) Plan in CA (1,115 participants, N/A 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 200360007.

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.