How big is Essential Health's plan?

Essential Health's plan reported $90.4M in assets and 1,010 participants for 2024.

Original filing (PDF)20251015125245NAL0002436227001

Essential Health

Name: Essential Health — Essentia Health 403(b) Plan, Form 5500 (2024)
Creator: Essential Health
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Essentia Health 403(b) Plan

401(k) retirement plan · Essential Health's Essentia Health 403(b) Plan held $90.4M in plan assets for 1,010 participants in 2024, with Empower as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

1,010

Accounts w/ balance

1,371

Plan assets (EOY)

$90.4M

Net assets (EOY)

$90.4M

People on this filing

John Von ARB signed Essential Health's 2024 Form 5500 as plan administrator.

John Von ARB — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Essential Health's EIN is 20-0360007.

EIN 20-0360007

Plan number 001

Plan year 2024

ACK ID 20251015125245NAL0002436227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Essential Health from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Essential Health's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ESSENTIAL HEALTH.

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How this plan invests

This plan

1 pooled trust

Schedule D

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (2nd percentile).

Plan sponsor

Name

ESSENTIAL HEALTH

EIN

all filings

Address

407 E 3RD STREET · DULUTH, MN · 55805

Phone

(218) 606-9584

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	84-0467907	—	NONE	$90K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDUCIENT ADVISORS LLC	36-4001764	—	NONE	$11K	—

Investments

44 direct securities · 1 pooled fund· $84.7M(94% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Mutual Funds

$77.6M

24 holdings

Other securities

$4.2M

15 holdings

Self-Directed Brokerage

$2.4M

1 holding

Stable Value

$331K

2 holdings

Common Stocks

$29K

1 holding

Pooled Separate Account

$28K

1 holding

Common Collective Trusts

$2K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$76.1M JPMorgan$2.2M American Funds (Capital Group)$1.3M T. Rowe Price$210K PIMCO$145K Fidelity$118K Voya$56K Janus Henderson$26K American Century$4K

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The 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
EIDE BAILLY LLP	45-0250958	—	NONE	$12K	—
CHARLES SCHWAB & CO. INC	94-1737782	—	NONE	$422	—

					% of plan
Vanguard Target Retirement 2035 Fund Mutual fund N/A	Mutual Funds	—	—	$19.5M	21.6%
Vanguard Target Retirement 2025 Fund Mutual fund N/A	Mutual Funds	—	—	$18.7M	20.6%
Vanguard Institutional Index Mutual fund N/A	Mutual Funds	—	—	$12.9M	14.3%
Vanguard Target Retirement 2045 Fund Mutual fund N/A	Mutual Funds	—	—	$5.2M	5.8%
Vanguard Target Retirement 2030 Fund Mutual fund N/A	Mutual Funds	—	—	$4.4M	4.8%
Vanguard Federal Money Market Mutual fund N/A	Mutual Funds	—	—	$3.7M	4.1%
Vanguard Extended Market Index Mutual fund N/A	Mutual Funds	—	—	$3.1M	3.4%
Self-directed Brokerage Accounts Self-directed brokerage N/A	Self-Directed Brokerage	—	—	$2.4M	2.7%
Vanguard Target Retirement 2040 Fund Mutual fund N/A	Mutual Funds	—	—	$2.2M	2.4%
JPMorgan Mid Cap Equity Mutual fund N/A	Other securities	—	—	$2.0M	2.2%
Vanguard Total Bond Market Index Mutual fund N/A	Mutual Funds	—	—	$1.6M	1.8%
Vanguard Target Retirement 2020 Fund Mutual fund N/A	Mutual Funds	—	—	$1.6M	1.8%
American Funds EuroPacific Growth Mutual fund N/A	Mutual Funds	—	—	$1.3M	1.4%
Metropolitan West Total Return Bond Mutual fund N/A	Other securities	—	—	$933K	1.0%
Delaware Small Cap Core Mutual fund N/A	Other securities	—	—	$836K	0.9%
Vanguard Target Retirement 2055 Fund Mutual fund N/A	Mutual Funds	—	—	$815K	0.9%
Vanguard Total International Stock Index Mutual fund N/A	Mutual Funds	—	—	$787K	0.9%
Vanguard FTSE Social Index Mutual fund N/A	Mutual Funds	—	—	$781K	0.9%
Vanguard Inflation Protected Secs Mutual fund N/A	Mutual Funds	—	—	$566K	0.6%
AUL Fixed Account Guaranteed investment contract N/A	Stable Value	—	—	$287K	0.3%
JPMorgan Emerging Markets Equity Mutual fund N/A	Other securities	—	—	$184K	0.2%
T. Rowe Price International Discovery Mutual fund N/A	Other securities	—	—	$177K	0.2%
Vanguard Target Retirement 2050 Fund Mutual fund N/A	Mutual Funds	—	—	$171K	0.2%
Vanguard Target Retirement 2065 Fund Mutual fund N/A	Mutual Funds	—	—	$159K	0.2%
PIMCO International Bond Mutual fund N/A	Mutual Funds	—	—	$145K	0.2%
Fidelity VIP Contrafund Initial Class Variable annuity N/A	Mutual Funds	—	—	$58K	<0.1%
Fidelity VIP Growth Initial Class Variable annuity N/A	Mutual Funds	—	—	$55K	<0.1%
VOYA Fixed Account Guaranteed investment contract N/A 643 * Alger Large Cap Growth Portfolio I-2 Variable annuity N/A	Stable Value	—	—	$44K	<0.1%
Vanguard Target Retirement 2060 Fund Mutual fund N/A	Mutual Funds	—	—	$32K	<0.1%
T. Rowe Price Equity Inc Ins Variable annuity N/A	Common Stocks	—	—	$29K	<0.1%
VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INS AND ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$28K	<0.1%
Janus Henderson Flexible Bond Institutional Variable annuity N/A 13 * Janus Henderson Global Research Institutional Variable annuity N/A	Mutual Funds	—	—	$26K	<0.1%
Fidelity VIP Growth Portfolio I Variable annuity N/A	Mutual Funds	—	—	$4K	<0.1%
VY T. Rowe Price Diversified Mid Cap Grwth Port. I Variable annuity N/A	Other securities	—	—	$4K	<0.1%
Voya Large Cap Growth Portfolio I Variable annuity N/A	Other securities	—	—	$4K	<0.1%
American Century VP Capital Appreciation Instl Variable annuity N/A	Other securities	—	—	$4K	<0.1%
Voya Index Plus Large Cap Portfolio I Variable annuity N/A	Other securities	—	—	$3K	<0.1%
Voya Balanced Portfolio I Variable annuity N/A	Other securities	—	—	$3K	<0.1%
Pioneer Sel Mid Cap Growth VCT I Variable annuity N/A	Other securities	—	—	$3K	<0.1%
Calvert VP Sri Midcap Growth Portfolio Variable annuity N/A	Other securities	—	—	$3K	<0.1%
Voya Global Bond Portfolio I Variable annuity N/A 187 * Voya Glob Insights Port Init Variable annuity N/A	Other securities	—	—	$2K	<0.1%
Pioneer Equity Income Y Variable annuity N/A	Other securities	—	—	$2K	<0.1%
State Street Equity 500 Index Adm Variable annuity N/A	Common Collective Trusts	—	—	$2K	<0.1%
American Heritage Inv Variable annuity N/A	Other securities	—	—	$1K	<0.1%
Fidelity VIP Overseas Initial Class Variable annuity N/A 742 * Janus Henderson Balanced Portfolio S Variable annuity N/A	Mutual Funds	—	—	$1K	<0.1%

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