Money Purchase
2022 plan-year Money Purchase DOL Form 5500

Thrivent Capital Accumulation Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Thrivent Financial for Lutherans · Minnesota · Finance & Insurance

What the 2023 filing shows

Thrivent Capital Accumulation Plan holds $372M for 1,890 participants — about $196,579 per participant, down 16.4% over the 2022 plan year.

$372M
total plan assets (2022 EOY)
1,890
covered participants
$196,579
avg assets per participant
-16.4%
assets change YoY

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.

Total Assets (2023)
$372M
Participants
1,890
State
Industry
Finance & Insurance

What the Filing Says About Thrivent Capital Accumulation Plan

Thrivent Capital Accumulation Plan is a Money Purchase retirement plan sponsored by Thrivent Financial for Lutherans, headquartered in Minnesota. As of the 2022 Form 5500 filing, the plan reports $372M in total end-of-year assets and covers 1,890 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 390123480, and the plan has been effective since 1943-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $444M at the beginning of 2022 to $372M at year-end — a decline of 16.4%. Net assets (after liabilities) closed the year at $372M, with reported net income of $-72,789,395 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$444M
Total Assets (End of Year)$372M
Net Assets (End of Year)$372M
Net Income$-72,789,395
Plan TypeMoney Purchase
Employer EIN390123480
Plan Effective Date1943-01-01
Filing StatusFILING 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.

Frequently Asked Questions

How much money is in the Thrivent Capital Accumulation Plan?
As of the 2022 Form 5500 filing, Thrivent Capital Accumulation Plan holds $372M in total assets with 1,890 participants. It is sponsored by Thrivent Financial for Lutherans.
What type of plan is Thrivent Capital Accumulation Plan?
Thrivent Capital Accumulation Plan is a Money Purchase plan. It has been effective since 1943-01-01. The plan is filed with the U.S. Department of Labor under EIN 390123480.
Who sponsors the Thrivent Capital Accumulation Plan?
Thrivent Capital Accumulation Plan is sponsored by Thrivent Financial for Lutherans, located in Minnesota. The sponsor's EIN is 390123480 and the plan operates in the Finance & Insurance industry.
How did Thrivent Capital Accumulation Plan perform in 2022?
Thrivent Capital Accumulation Plan declined by 16.4% during 2022, moving from $444M to $372M in total assets. Net income was $-72,789,395.
Where can I find official filings for Thrivent Capital Accumulation Plan?
Official Form 5500 filings for Thrivent Capital Accumulation Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390123480 or plan name at efast.dol.gov.
How does Thrivent Capital Accumulation Plan compare to other plans?
You can compare Thrivent Capital Accumulation Plan against other Money Purchase plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 390123480.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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