Other · DOL Form 5500 · 2024
Kittson Memorial Hospital Association Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 262
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $20,681
- Avg per participant Low balance/head
Official DOL plan name: Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan · Sponsored by Kittson Memorial Hospital Association · Minnesota · Healthcare & Social Assistance
$5M in assets, 262 participants
Kittson Memorial Hospital Association's Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan reported $5M in total assets and 262 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #7,909 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan covers 262 participants in Minnesota, about 23% of the average Minnesota filer (state average ~1,126 per filing). Assets: $5M.
- #7,909
- in Healthcare & Social Assistance (16,916 peers)
- +15.0%
- assets growth YoY
Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,418,345 43rd percentile higher than 43% 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
Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity 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. Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan sits mid-pack in the medium band (262 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan reported net income rose from $432K in the plan year 2023 filing to $706K in the plan year 2024 filing.
- Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan reported participants rose from 242 in the plan year 2023 filing to 262 in the plan year 2024 filing.
DOL schedule card
Filing strip 410724034 · Kittson Memorial Hospital Association PY 2024 · Other
Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan · $5M · 262 · 43rd
- RANK $5M
- RANK 262
- RANK 43rd
- RANK Other
- RANK near Hellenic American Neighborhood Action Committee 403(b) ERISA Retirement Plan
- RANK ind #7909
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 →
Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $706K |
| Employer EIN | 410724034 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kittson Memorial Hospital Association)
Sponsor-wide plan assets over time
All Kittson Memorial Hospital Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 37.68670834561557% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 384 | $7M |
| 2023 | 2 | 412 | $9M |
| 2024 | 2 | 447 | $10M |
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
Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Hellenic American Neighborhood Action Committee 403(b) ERISA Retirement Plan in NY ($5M); by covered participants it is Epsi 403(b) Plan in TX (262 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (262 participants); asset peers above are excluded.
- Epsi 403(b) Plan (TX) 262 · 0 off
- Center for Family Health 403(b) Employer Retirement Plan (MI) 262 · 0 off
- Centro De Salud Familiar La Fe, Inc. 403(b) Plan (TX) 262 · 0 off
- Westminster Christian School 403(b) Plan (FL) 262 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.