Other · DOL Form 5500 · 2022
Metropolitan Area Agency on Aging, Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $80,355
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Trellis · Sponsored by Metropolitan Area Agency on Aging, Inc. · Minnesota · Other Services
$8M in assets, 105 participants
Metropolitan Area Agency on Aging, Inc.'s 403(b) Thrift Plan for Employees of Trellis reported $8M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #6,500 in Other Services (8,398 peers)
Coverage in Minnesota
403(b) Thrift Plan for Employees of Trellis covers 105 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $8M.
- #6,500
- in Other Services (8,398 peers)
- -9.3%
- assets change YoY
The plan reported a net loss of $869K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan for Employees of Trellis's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for Employees of Trellis vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,437,305 Top 39% higher than 61% 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
403(b) Thrift Plan for Employees of Trellis 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. 403(b) Thrift Plan for Employees of Trellis sits mid-pack in the medium band (105 participants).
Form 5500 schedule snapshot
Filing strip 411774247 · Metropolitan Area Agency on Aging, Inc. PY 2022 · Other
403(b) Thrift Plan for Employees of Trellis · $8M · 105 · 61st
- NET $8M
- BOOK 105
- VS-ST 61st
- BOY Other
- SCH near Beverly School for the Deaf DC Retirement Plan #327946
- EBSA ind #6500
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 →
403(b) Thrift Plan for Employees of Trellis in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$869K |
| Employer EIN | 411774247 |
| Plan Effective Date | 2007-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Metropolitan Area Agency on Aging, Inc.)
Sponsor-wide plan assets over time
All Metropolitan Area Agency on Aging, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 39.665378933202014% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $8M |
| 2023 | 1 | 117 | $10M |
| 2024 | 1 | 106 | $12M |
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
403(b) Thrift Plan for Employees of Trellis's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Beverly School for the Deaf DC Retirement Plan #327946 in MA ($8M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 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.