401(k) · DOL Form 5500 · 2022

Saint Paul & Minnesota Foundation 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
70
Participants Small participant base
72nd
Percentile by assets National rank
$203,979
Avg per participant Above avg balance/head
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Official DOL plan name: Saint Paul & Minnesota Foundation Retirement & Savings Plan · Sponsored by Saint Paul & Minnesota Foundation · Minnesota · Other Services

$14M in assets, 70 participants

Saint Paul & Minnesota Foundation's Saint Paul & Minnesota Foundation Retirement & Savings Plan reported $14M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #7,045 in Other Services (8,398 peers)

Saint Paul & Minnesota Foundation multi-year trail

Saint Paul & Minnesota Foundation's plans moved +44.6% in assets from 2022 to 2024; this filing shows Saint Paul & Minnesota Foundation Retirement & Savings Plan at $14M / 70 participants.

#7,045
in Other Services (8,398 peers)
-11.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Saint Paul & Minnesota Foundation Retirement & Savings Plan's outsized position by total assets

Saint Paul & Minnesota Foundation Retirement & Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,278,516 Top 28% higher than 72% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Saint Paul & Minnesota Foundation 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. Saint Paul & Minnesota Foundation Retirement & Savings Plan is a small filing (70 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 416031510 · Saint Paul & Minnesota Foundation PY 2022 · 401(k)

Saint Paul & Minnesota Foundation Retirement & Savings Plan · $14M · 70 · 72nd

  • TYPE $14M
  • NET 70
  • BOOK 72nd
  • VS-ST 401(k)
  • BOY near The Wine Group - Franzia Winery Retirement and Savings Plan
  • SCH ind #7045

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 Other Services retirement plans → · Plans in Minnesota →

Saint Paul & Minnesota Foundation Retirement & Savings Plan in the asset neighbourhood

Saint Paul & Minnesota Foundation Retirement & Savings PlanSaint Paul & Minnesota Found…$14MThe Wine Group - Franzia Winery Retirement and Savings PlanThe Wine Group - Franzia Win…$14MProtech Solutions, Inc. 401(k) Profit Sharing Plan and TrustProtech Solutions, Inc. 401(…$14MWhite River Bancshares Company 401(k) PlanWhite River Bancshares Compa…$14MColorado Retina Associates 401(k) PlanColorado Retina Associates 4…$14M
End-of-year total assets ($M) among Saint Paul & Minnesota Foundation Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Saint Paul & Minnesota Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Saint Paul & Minnesota Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$21M 44.5745132057141% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.3M $20.6M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 70 $14M
2023 1 72 $18M
2024 1 74 $21M

Saint Paul & Minnesota Foundation filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN416031510
Plan Effective Date1985-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Saint Paul & Minnesota Foundation Retirement & Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Saint Paul & Minnesota Foundation Retirement & Savings Plan, Total assets ($B): 0.014278516 · Participants: 70Saint Paul & Minnesota Foundation Retirement & Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Saint Paul & Minnesota Foundation Retirement & Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Saint Paul & Minnesota Foundation Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is The Wine Group - Franzia Winery Retirement and Savings Plan in CA ($14M); by covered participants it is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Saint Paul & Minnesota Foundation Retirement & Savings Plan assets move in 2022?
Saint Paul & Minnesota Foundation Retirement & Savings Plan pulled back noticeably - down 11.5% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Saint Paul & Minnesota Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Saint Paul & Minnesota Foundation's sponsor-wide assets grew 44.6%, from $14M to $21M.
Which 401(k) plans are similar in size to Saint Paul & Minnesota Foundation Retirement & Savings Plan?
Among 401(k) plans in other states, the closest by assets is The Wine Group - Franzia Winery Retirement and Savings Plan in CA ($14M, 351 participants).
Which 401(k) plans cover a similar participant headcount to Saint Paul & Minnesota Foundation Retirement & Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants, $89K in assets).