Other · DOL Form 5500 · 2022

Greater Minnesota Family Services Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
191
Participants Below avg headcount
52nd
Percentile by assets National rank
$28,109
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Greater Minnesota Family Services 403(b) Plan · Sponsored by Greater Minnesota Family Services · Minnesota · Healthcare & Social Assistance

$5M in assets, 191 participants

Greater Minnesota Family Services's Greater Minnesota Family Services 403(b) Plan reported $5M in total assets and 191 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,608 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Greater Minnesota Family Services 403(b) Plan covers 191 participants in Minnesota, about 17% of the average Minnesota filer (state average ~1,126 per filing). Assets: $5M.

#11,608
in Healthcare & Social Assistance (20,060 peers)
-22.4%
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.

Greater Minnesota Family Services 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Greater Minnesota Family Services 403(b) Plan vs every filed plan by assets

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

$5,368,774 Top 48% higher than 52% 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 Minnesota Family Services 403(b) 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 Minnesota Family Services 403(b) Plan sits mid-pack in the medium band (191 participants).

Plan-year Form 5500 strip

Filing strip 411851475 · Greater Minnesota Family Services PY 2022 · Other

Greater Minnesota Family Services 403(b) Plan · $5M · 191 · 52nd

  • EBSA $5M
  • EBSA 191
  • EBSA 52nd
  • EBSA Other
  • EBSA near Employee Benefit Plan of Valle Del Sol, Incorporated
  • EBSA ind #11608

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Greater Minnesota Family Services 403(b) Plan in the asset neighbourhood

Kripalu Center for Yoga and Health 403(b) PlanKripalu Center for Yoga and …$5MGreater Minnesota Family Services 403(b) PlanGreater Minnesota Family Ser…$5MEmployee Benefit Plan of Valle Del Sol, IncorporatedEmployee Benefit Plan of Val…$5MVisiting Nurse Association Health Care Services, Inc. 403(b) PlanVisiting Nurse Association H…$5MLifespan, Incorporated Retirement Savings PlanLifespan, Incorporated Retir…$5M
End-of-year total assets ($M) among Greater Minnesota Family Services 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN411851475
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greater Minnesota Family Services)

Sponsor-wide plan assets over time

All Greater Minnesota Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$7M 24.934836146949007% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.37M $6.71M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 191 $5M
2023 1 192 $6M
2024 1 201 $7M

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

Greater Minnesota Family Services 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Greater Minnesota Family Services 403(b) Plan, Total assets ($B): 0.005368774 · Participants: 191Greater Minnesota Family Services 403(b) PlanMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
Greater Minnesota Family Services 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants

Greater Minnesota Family Services 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Employee Benefit Plan of Valle Del Sol, Incorporated in AZ ($5M); by covered participants it is Dana Hall School Retirement Plan for Employees in MA (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Minnesota Family Services 403(b) Plan assets move in 2022?
Greater Minnesota Family Services 403(b) Plan declined sharply - down 22.4% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Greater Minnesota Family Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Greater Minnesota Family Services's sponsor-wide assets grew 24.9%, from $5M to $7M.
Which Other plans are similar in size to Greater Minnesota Family Services 403(b) Plan?
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Valle Del Sol, Incorporated in AZ ($5M, 375 participants).
Which Other plans cover a similar participant headcount to Greater Minnesota Family Services 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Dana Hall School Retirement Plan for Employees in MA (191 participants, $50M in assets).