Other · DOL Form 5500 · 2022

Center for Energy and Environment Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
151
Participants Small participant base
72nd
Percentile by assets National rank
$96,491
Avg per participant Below avg balance/head
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Official DOL plan name: Center for Energy and Environment Tax Deferred Annuity Plan · Sponsored by Center for Energy and Environment · Minnesota · Other Services

$15M in assets, 151 participants

Center for Energy and Environment's Center for Energy and Environment Tax Deferred Annuity Plan reported $15M in total assets and 151 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #7,062 in Other Services (8,398 peers)

Coverage in Minnesota

Center for Energy and Environment Tax Deferred Annuity Plan covers 151 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $15M.

#7,062
in Other Services (8,398 peers)
-14.3%
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.

Center for Energy and Environment Tax Deferred Annuity Plan's outsized position by total assets

Center for Energy and Environment Tax Deferred Annuity Plan vs every filed plan by assets

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

$14,570,145 Top 28% higher than 72% 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

Center for Energy and Environment Tax Deferred Annuity 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. Center for Energy and Environment Tax Deferred Annuity Plan sits mid-pack in the medium band (151 participants).

Plan-year Form 5500 strip

Filing strip 411647799 · Center for Energy and Environment PY 2022 · Other

Center for Energy and Environment Tax Deferred Annuity Plan · $15M · 151 · 72nd

  • PHOTO $15M
  • PHOTO 151
  • PHOTO 72nd
  • PHOTO Other
  • PHOTO near Lutheran Services Florida Retirement Plan
  • PHOTO ind #7062

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 →

Center for Energy and Environment Tax Deferred Annuity Plan in the asset neighbourhood

Counterpart International Inc. Tax-Deferred Annuity 403(b) PlanCounterpart International In…$15MVna of Texas 403(b) Retirement PlanVna of Texas 403(b) Retireme…$15MCenter for Energy and Environment Tax Deferred Annuity PlanCenter for Energy and Enviro…$15MLutheran Services Florida Retirement PlanLutheran Services Florida Re…$15MPenquis Cap 403b Plan$15M
End-of-year total assets ($M) among Center for Energy and Environment Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN411647799
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Center for Energy and Environment)

Sponsor-wide plan assets over time

All Center for Energy and Environment plans reported in each filing year

Latest sponsor-wide plan assets
$31M 16.501245792530764% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.7M $31.1M ▲ +16.5%
Year Plans Participants Total Assets
2022 2 276 $27M
2023 2 306 $32M
2024 2 362 $31M

Nearby Other Plans in Minnesota

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

Center for Energy and Environment Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Center for Energy and Environment Tax Deferred Annuity Plan, Total assets ($B): 0.014570145 · Participants: 151Center for Energy and Environment Tax Deferred Annuity 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
Center for Energy and Environment Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Center for Energy and Environment Tax Deferred Annuity Plan side-by-side with 3 peers →

Center for Energy and Environment Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Lutheran Services Florida Retirement Plan in FL ($15M); by covered participants it is Tiaa Cref Retirement Plan for Hamden Hall Country Day School in CT (151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Center for Energy and Environment Tax Deferred Annuity Plan assets move in 2022? ▼
Center for Energy and Environment Tax Deferred Annuity Plan pulled back noticeably - down 14.3% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Center for Energy and Environment plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Center for Energy and Environment's sponsor-wide assets grew 16.5%, from $27M to $31M.
Which Other plans are similar in size to Center for Energy and Environment Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Lutheran Services Florida Retirement Plan in FL ($15M, 2,428 participants).
Which Other plans cover a similar participant headcount to Center for Energy and Environment Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa Cref Retirement Plan for Hamden Hall Country Day School in CT (151 participants, $44M in assets).

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 411647799.

Read our methodology - how this data is sourced, computed, and verified.

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