Other · DOL Form 5500 · 2022
Augsburg University Retirement Plan
Data updated 2026-08-25
- $128M
- Total assets Near avg plan size
- 726
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $176,298
- Avg per participant Above avg balance/head
Official DOL plan name: Augsburg University Defined Contribution Retirement Plan · Sponsored by Augsburg University · Minnesota · Educational Services
$128M in assets, 726 participants
Augsburg University's Augsburg University Defined Contribution Retirement Plan reported $128M in total assets and 726 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #3,598 in Educational Services (4,024 peers)
Where Augsburg University Defined Contribution Retirement Plan sits by assets
Augsburg University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $128M for 726 participants (~$176,298/participant), down 15.3% in 2022.
- #3,598
- in Educational Services (4,024 peers)
- -15.3%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Augsburg University Defined Contribution Retirement Plan's outsized position by total assets
Augsburg University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$127,992,028 Top 6% higher than 94% 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
Augsburg University Defined Contribution Retirement 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. Augsburg University Defined Contribution Retirement Plan sits mid-pack in the medium band (726 participants).
Published 5500 schedule card
Filing strip 410694721 · Augsburg University PY 2022 · Other
Augsburg University Defined Contribution Retirement Plan · $128M · 726 · 94th
- TYPE $128M
- TYPE 726
- TYPE 94th
- TYPE Other
- TYPE near Council on Foreign Relations 403(b) Retirement Plan
- TYPE ind #3598
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 Educational Services retirement plans → · Plans in Minnesota →
Augsburg University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $151M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | -$23M |
| Employer EIN | 410694721 |
| Plan Effective Date | 1962-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Augsburg University)
Sponsor-wide plan assets over time
All Augsburg University plans reported in each filing year
- Latest sponsor-wide plan assets
- $149M 16.741930989639446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 726 | $128M |
| 2023 | 1 | 703 | $144M |
| 2024 | 1 | 698 | $149M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $9.5B · 80,932
- Centracare Health System 403(b) Plan $739M · 10,840
- Childrens Hospitals and Clinics Matched Savings Plan $692M · 5,009
- Carpenters & Joiners Defined Contribution Plan $583M · 20,332
- University of St. Thomas Retirement Plan $358M · 2,317
Augsburg University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Council on Foreign Relations 403(b) Retirement Plan in NY ($128M); by covered participants it is Clark University Retirement Plan in MA (727 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($128M here).
- Council on Foreign Relations 403(b) Retirement Plan (NY) $128M · 334
- The Museum of Modern Art 403(b) Retirement Plan (NY) $128M · 632
- University Physicians and Surgeons, Inc. Retirement Plan (WV) $128M · 1,498
- Lecom Health 403(b) DC Plan (PA) $128M · 1,798
Similar participant headcount
Nearest other-state filings by covered participants (726 participants); asset peers above are excluded.
- Clark University Retirement Plan (MA) 727 · 1 off
- One Hope United 403(b) Plan (IL) 725 · 1 off
- Chi Franciscan Health Retirement Savings Plan (WA) 725 · 1 off
- North County Health Project, Inc. 403(b) Plan (CA) 724 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.