401(k) · DOL Form 5500 · 2024

Episcopal Homes of Minnesota 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
861
Participants Near avg headcount
55th
Percentile by assets National rank
$11,129
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota · Sponsored by Episcopal Homes of Minnesota · Minnesota · Healthcare & Social Assistance

$10M in assets, 861 participants

Episcopal Homes of Minnesota's 403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota reported $10M in total assets and 861 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,195 in Healthcare & Social Assistance (16,916 peers)

Episcopal Homes of Minnesota multi-year trail

Episcopal Homes of Minnesota's plans moved +42.3% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota at $10M / 861 participants.

#10,195
in Healthcare & Social Assistance (16,916 peers)
+20.6%
assets growth YoY

403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota vs every filed plan by assets

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

$9,582,218 Top 45% higher than 55% 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

403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota 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. 403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota sits mid-pack in the medium band (861 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota reported participants rose from 641 in the plan year 2023 filing to 861 in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 410706110 · Episcopal Homes of Minnesota PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota · $10M · 861 · 55th

  • ASSETS $10M
  • ASSETS 861
  • ASSETS 55th
  • ASSETS 401(k)
  • ASSETS near First National Bank of Michigan 401(k) Plan
  • ASSETS ind #10195

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 →

403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota in the asset neighbourhood

403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota403(b) Thrift Plan for Emplo…$10MFirst National Bank of Michigan 401(k) PlanFirst National Bank of Michi…$10MHollydell, Inc. Retirement PlanHollydell, Inc. Retirement P…$10MDevita & Associates, Inc. Savings and Investment PlanDevita & Associates, Inc. Sa…$10MDiversified Employee Solutions, Inc. 401(k) Retirement PlanDiversified Employee Solutio…$10M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Episcopal Homes of Minnesota multi-year asset trail

Sponsor-wide plan assets over time

All Episcopal Homes of Minnesota plans reported in each filing year

Latest sponsor-wide plan assets
$10M 42.3106403372724% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.73M $9.58M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 221 $7M
2023 1 641 $8M
2024 1 861 $10M

Episcopal Homes of Minnesota filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN410706110
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota, Total assets ($B): 0.009582218 · Participants: 861403(b) Thrift Plan for Employees of Episcopal Homes of MinnesotaWells 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
403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is First National Bank of Michigan 401(k) Plan in MI ($10M); by covered participants it is Advanced Correctional Healthcare Inc. 401(k) Plan in TN (861 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (861 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 403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota assets move in 2024? ▼
403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota grew sharply - up 20.6% during 2024, from $8M to $10M. Reported net income was $2M.
How have Episcopal Homes of Minnesota plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal Homes of Minnesota's sponsor-wide assets grew 42.3%, from $7M to $10M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota? ▼
Among 401(k) plans in other states, the closest by assets is First National Bank of Michigan 401(k) Plan in MI ($10M, 100 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Episcopal Homes of Minnesota? ▼
Among 401(k) plans in other states, the closest by covered participants is Advanced Correctional Healthcare Inc. 401(k) Plan in TN (861 participants, $8M 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 410706110.

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.