How big is Westfields Hospital's plan?

Westfields Hospital's plan reported $40.8M in assets and 438 participants for 2024.

Original filing (PDF)20250929160006NAL0011518145005

Westfields Hospital

Name: Westfields Hospital — Westfields Hospital Employee, Form 5500 (2024)
Creator: Westfields Hospital
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Westfields Hospital Employee Retirement Plan

403(b) retirement plan · Westfields Hospital's Westfields Hospital Employee Retirement Plan held $40.8M in plan assets for 438 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributionsNon-clean audit opinionSelf-directed brokerage offered

Active participants

438

Accounts w/ balance

490

Plan assets (EOY)

$40.8M

Net assets (EOY)

$40.8M

People on this filing

Alicia Gilbert signed Westfields Hospital's 2024 Form 5500 as plan administrator.

Alicia Gilbert — 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

Westfields Hospital's EIN is 39-0808442.

EIN 39-0808442

Plan number 001

Plan year 2024

ACK ID 20250929160006NAL0011518145005

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Westfields Hospital's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts.

Decision-maker contacts

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

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How this plan invests

This plan

30 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 99K (3% of contributions).
Auditor issued a qualified / adverse / disclaimer opinion.

Plan sponsor

Name

WESTFIELDS HOSPITAL

EIN

all filings

Address

8170 33RD AVENUE SOUTH · P.O. BOX 1309 · MINNEAPOLIS, MN · 554401309

Phone

(715) 246-2101

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

2025-09-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INV. INS. OPS. CO.	04-2647786	—	RECORDKEEPER	$27K	—

Investments

30 direct securities· $40.8M(100% of reported assets)

Mutual Funds

$21.7M

17 holdings

Other securities

$11.0M

6 holdings

Other

$6.2M

1 holding

Stable Value

$957K

1 holding

Self-Directed Brokerage

$404K

1 holding

Bonds / Notes

$398K

1 holding

Common Collective Trusts

$218K

3 holdings

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$6.2M	15.1%
T. Rowe Price Large Cap Growth	Other securities	—	—	$4.4M	10.7%
Vanguard Target Retirement 2030	Mutual Funds	—	—	$3.7M	9.0%
Vanguard Target Retirement 2040	Mutual Funds	—	—	$3.0M	7.4%
Vanguard Institutional Index Plus	Mutual Funds	—	—	$2.9M	7.1%
Vanguard Target Retirement 2045	Mutual Funds	—	—	$2.4M	5.9%
BlackRock Total Return Bond K	Other securities	—	—	$2.3M	5.6%
Westwood Small Cap Ultra	Other securities	—	—	$2.0M	4.8%
Vanguard Target Retirement 2050	Mutual Funds	—	—	$1.5M	3.7%
Vanguard Target Retirement 2025	Mutual Funds	—	—	$1.4M	3.5%
Vanguard Target Retirement 2055	Mutual Funds	—	—	$1.4M	3.3%
American Funds Europacific Growth R6	Mutual Funds	—	—	$1.2M	3.0%
Hood River Small Cap Growth	Other securities	—	—	$1.1M	2.7%
Oakmark Fund R6 Class	Other securities	—	—	$1.1M	2.6%
Vanguard Target Retirement 2035	Mutual Funds	—	—	$1.0M	2.5%
Lincoln Stable Value Account	Stable Value	—	—	$957K	2.3%
Vanguard Target Retirement 2060	Mutual Funds	—	—	$810K	2.0%
Dodge & Cox International Stock	Mutual Funds	—	—	$753K	1.8%
Vanguard Target Retirement 2020	Mutual Funds	—	—	$675K	1.7%
Fidelity Self-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$404K	1.0%
Vanguard Inflation-Protected Securities	Mutual Funds	—	—	$400K	1.0%
Participants Notes Receivable from Participants Rates at 4.25% - 9.50% -	Bonds / Notes	—	—	$398K	1.0%
Vanguard Institutional Target Retirement 2065	Mutual Funds	—	—	$327K	0.8%
RBC Emerging Markets Equity Class I	Other securities	—	—	$179K	0.4%
Vanguard Target Retirement Income	Mutual Funds	—	—	$150K	0.4%
Vanguard Small-Cap Index Fund Institutional Plus Shares	Common Collective Trusts	—	—	$125K	0.3%
Vanguard Total International Stock Index Fund Institutional	Common Collective Trusts	—	—	$61K	0.2%
Vanguard Total Bond Market Index Fund Institutional	Common Collective Trusts	—	—	$32K	<0.1%
Vanguard Target Retirement 2070	Mutual Funds	—	—	$24K	<0.1%
Vanguard Federal Money Market	Mutual Funds	—	—	$6K	<0.1%