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Employers › Minnesota

Employer · plans filed under one EIN

Kittson Memorial Hospital Association

Hallock, MN · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$10.0Mnet assets across plans
523participant records452 active
$168Kemployer contributions, latest plan years$372 per active record
$84KSchedule C compensation to organisations$159.87 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Kittson Memorial Hospital Association's employer identification number (Hallock, Minnesota). Their latest filings total 523 participant records and $10.0M in net assets.

The largest is Kittson Memorial Hospital Association DBA Kittson Healthcare Tax Deferred Annuity Plan, a 403(b) plan with 301 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $168K and participant contributions $372K in the latest plan years; benefits paid were $520K. Schedule C compensation reported to service provider organisations totalled $84K.

Combined net assets moved from $2.7M in 2009 to $10.0M in 2024 (up 266%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Kittson Memorial Hospital Association DBA Kittson Healthcare Tax Deferred Annuity Plan403(b) plan2024301$5.4M$18,001$0$29K
Kittson Memorial Hospital Association DBA Kittson Healthcare Employees Pension Planmoney purchase plan2024222$4.6M$20,703$939$55K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $2.7M2010: $3.1M2011: $3.2M2012: $3.7M2013: $4.7M2014: $5.4M2015: $5.9M2016: $6.7M2017: $7.8M2018: $6.8M2019: $8.1M2020: $8.3M2021: $9.1M2022: $7.3M2023: $8.7M2024: $10.0M$2.7M$10.0M20092012201620202024
Combined net assets
2009: 2632010: 2802011: 2772012: 4932013: 5632014: 5142015: 5172016: 4972017: 4872018: 5112019: 5052020: 4432021: 4272022: 4042023: 5092024: 52326356352320092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242523$10.0M$168K$372K
20232509$8.7M$116K$330K
20222404$7.3M$132K$391K
20212427$9.1M$151K$350K
20202443$8.3M$119K$306K
20192505$8.1M$138K$308K
20182511$6.8M$138K$312K
20172487$7.8M$140K$337K
20162497$6.7M$211K$308K
20152517$5.9M$225K$295K
20142514$5.4M$204K$272K
20132563$4.7M$175K$253K
20122493$3.7M$173K$240K
20112277$3.2M$144K$207K
20102280$3.1M$121K$161K
20092263$2.7M$115K$146K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
American United Life Insurance Co.Recordkeeping and information management; Participant loan processing; Participant communication2$53,009
Northwestern Mutual WMConsulting (general)1$30,602

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

American United Life Insurance Co.$53K
Northwestern Mutual WM$31K

Questions and answers

How many retirement plans does Kittson Memorial Hospital Association have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Kittson Memorial Hospital Association DBA Kittson Healthcare Tax Deferred Annuity Plan and Kittson Memorial Hospital Association DBA Kittson Healthcare Employees Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Kittson Memorial Hospital Association contribute to its plans?

$168,001 in employer contributions across these plans in their latest plan years, about $372 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name American United Life Insurance Co. and Northwestern Mutual WM. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.