401(k) · DOL Form 5500 · 2022

Greater Twin Cities United Way 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
137
Participants Small participant base
73rd
Percentile by assets National rank
$110,940
Avg per participant Below avg balance/head
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Official DOL plan name: Greater Twin Cities United Way 401(k) Plan · Sponsored by Greater Twin Cities United Way · Minnesota · Other Services

$15M in assets, 137 participants

Greater Twin Cities United Way's Greater Twin Cities United Way 401(k) Plan reported $15M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #7,103 in Other Services (8,398 peers)

Coverage in Minnesota

Greater Twin Cities United Way 401(k) Plan covers 137 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $15M.

#7,103
in Other Services (8,398 peers)
-18.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Greater Twin Cities United Way 401(k) Plan's outsized position by total assets

Greater Twin Cities United Way 401(k) Plan vs every filed plan by assets

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

$15,198,752 Top 27% higher than 73% 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

Greater Twin Cities United Way 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greater Twin Cities United Way 401(k) Plan sits mid-pack in the medium band (137 participants).

EBSA filing schedule strip

Filing strip 411973442 · Greater Twin Cities United Way PY 2022 · 401(k)

Greater Twin Cities United Way 401(k) Plan · $15M · 137 · 73rd

  • PART $15M
  • TYPE 137
  • NET 73rd
  • BOOK 401(k)
  • VS-ST near Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust
  • BOY ind #7103

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 →

Greater Twin Cities United Way 401(k) Plan in the asset neighbourhood

Greater Twin Cities United Way 401(k) PlanGreater Twin Cities United W…$15MSbera 401(k) Plan as Adopted by Rollstone Bank and TrustSbera 401(k) Plan as Adopted…$15MPercheron, LLC 401(k) Profit Sharing PlanPercheron, LLC 401(k) Profit…$15MClementina-Clemco Group 401(k) Profit Sharing Plan & TrustClementina-Clemco Group 401(…$15MRochester Metal Products Corp. Profit Sharing Savings PlanRochester Metal Products Cor…$15M
End-of-year total assets ($M) among Greater Twin Cities United Way 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN411973442
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greater Twin Cities United Way)

Sponsor-wide plan assets over time

All Greater Twin Cities United Way plans reported in each filing year

Latest sponsor-wide plan assets
$19M 24.436749806826246% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.2M $18.9M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 137 $15M
2023 1 165 $18M
2024 1 253 $19M

Nearby 401(k) Plans in Minnesota

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

Greater Twin Cities United Way 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Greater Twin Cities United Way 401(k) Plan, Total assets ($B): 0.015198752 · Participants: 137Greater Twin Cities United Way 401(k) 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
Greater Twin Cities United Way 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Greater Twin Cities United Way 401(k) Plan side-by-side with 3 peers →

Greater Twin Cities United Way 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust in MA ($15M); by covered participants it is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.

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 Greater Twin Cities United Way 401(k) Plan assets move in 2022? ▼
Greater Twin Cities United Way 401(k) Plan declined sharply - down 18.0% during 2022, from $19M to $15M. Reported net income was -$3M.
How have Greater Twin Cities United Way plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greater Twin Cities United Way's sponsor-wide assets grew 24.4%, from $15M to $19M.
Which 401(k) plans are similar in size to Greater Twin Cities United Way 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust in MA ($15M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Greater Twin Cities United Way 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411973442.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.