401(k) · DOL Form 5500 · 2022
Proterra Investment Partners LP 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $174,791
- Avg per participant Above avg balance/head
Official DOL plan name: Proterra Investment Partners LP Retirement Savings Plan · Sponsored by Proterra Investment Partners LP · Minnesota · Finance & Insurance
$5M in assets, 27 participants
Proterra Investment Partners LP's Proterra Investment Partners LP Retirement Savings Plan reported $5M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #3,184 in Finance & Insurance (9,261 peers)
Proterra Investment Partners LP multi-year trail
Proterra Investment Partners LP's plans moved +104.0% in assets from 2022 to 2024; this filing shows Proterra Investment Partners LP Retirement Savings Plan at $5M / 27 participants.
- #3,184
- in Finance & Insurance (9,261 peers)
- -2.5%
- assets change YoY
The plan reported a net loss of $123K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Proterra Investment Partners LP Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Proterra Investment Partners LP Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,719,359 49th percentile higher than 49% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Proterra Investment Partners LP Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Proterra Investment Partners LP Retirement Savings Plan is a small filing (27 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 352676311 · Proterra Investment Partners LP PY 2022 · 401(k)
Proterra Investment Partners LP Retirement Savings Plan · $5M · 27 · 49th
- PART $5M
- PART 27
- PART 49th
- PART 401(k)
- PART near Allen Corporation Supply Co., Inc. Profit Sharing Plan
- PART ind #3184
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 Finance & Insurance retirement plans → · Plans in Minnesota →
Proterra Investment Partners LP Retirement Savings Plan in the asset neighbourhood
Proterra Investment Partners LP multi-year asset trail
Sponsor-wide plan assets over time
All Proterra Investment Partners LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 103.99630543046206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $5M |
| 2023 | 1 | 36 | $7M |
| 2024 | 1 | 37 | $10M |
Proterra Investment Partners LP filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$123K |
| Employer EIN | 352676311 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Proterra Investment Partners LP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Allen Corporation Supply Co., Inc. Profit Sharing Plan in CA ($5M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 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 (27 participants); asset peers above are excluded.
- Southeastern Plastic Surgery, Inc. 401(k) Plan (FL) 27 · 0 off
- Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan (TN) 27 · 0 off
- Coastal Anesthesiology Medical Associates 401(k) Profit Sharing Plan (CA) 27 · 0 off
- Custom Milling & Consulting, Inc. 401(k) Profit Sharing Plan (PA) 27 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.