Money Purchase · DOL Form 5500 · 2022
Thrivent Financial for Lutherans Money Purchase Plan
Data updated 2026-08-06
- $372M
- Total assets
- 1,890
- Participants
- 97th
- Percentile by assets
- $196,579
- Avg per participant
Official DOL plan name: Thrivent Capital Accumulation Plan · Sponsored by Thrivent Financial for Lutherans · Minnesota · Finance & Insurance
$372M in assets, 1,890 participants
Thrivent Financial for Lutherans's Thrivent Capital Accumulation Plan reported $372M in total assets and 1,890 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,258 plans)
- #8,825 in Finance & Insurance (9,267 peers)
Where Thrivent Capital Accumulation Plan sits by assets
Thrivent Capital Accumulation Plan sits in the top 5% of all filed plans by assets, $372M for 1,890 participants (~$196,579/participant), down 16.4% in 2022.
- $372M
- total plan assets (2022 EOY)
- 1,890
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $196,579
- avg assets per participant
The plan reported a net loss of $73M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Thrivent Capital Accumulation Plan vs the 2022 asset distribution
By assets, Thrivent Capital Accumulation Plan outranks 97% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.7x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $444M |
|---|---|
| Net Assets (End of Year) | $372M |
| Net Income | -$73M |
| Employer EIN | 390123480 |
| Plan Effective Date | 1943-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thrivent Financial for Lutherans)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 12,041 | $2.8B |
| 2023 | 3 | 12,405 | $3.2B |
| 2024 | 3 | 12,856 | $3.5B |
Nearby Money Purchase Plans in Minnesota
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Thrivent Capital Accumulation Plan vs. nearby Money Purchase plans in Minnesota, assets vs. participants
- St. Paul Electrical Construction Workers Supplemental Pension Plan $254M · 3,075
- Boilermakers Lodge 154 Retirement Plan $147M · 7,067
- Central Iowa Carpenters Money Purchase Plan $116M · 1,984
- Be the Match/Nmdp Employer Contribution Plan $75M · 1,438
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan $67M · 7,298
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Thrivent Capital Accumulation Plan by total assets, not by location.
- The Association of University Physicians Pension Plan (WA) $371M · 2,585
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan (WI) $374M · 1,715
- University of San Francisco Defined Contribution Retirement Plan (CA) $361M · 1,560
- Contra Costa County Electrical Workers Retirement Plan & Trust (CA) $383M · 1,444
Frequently Asked Questions
How did Thrivent Capital Accumulation Plan assets move in 2022? ▼
How have Thrivent Financial for Lutherans plan assets changed over time? ▼
Where does Thrivent Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Thrivent Capital Accumulation Plan? ▼
Next read for Thrivent Capital Accumulation Plan
Scale reading
Ways to act on Thrivent Capital Accumulation Plan's numbers.
- By total assets, Thrivent Capital Accumulation Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Minnesota. Compare plans
- Thrivent Financial for Lutherans's sponsor-wide assets have grown 23.5% since 2022 across 3 plan years on file. More Finance & Insurance plans