Other · DOL Form 5500 · 2022

Arrowhead Economic Opportunity Agency, Incorporated Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
366
Participants Below avg headcount
74th
Percentile by assets National rank
$43,445
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated · Sponsored by Arrowhead Economic Opportunity Agency, Incorporated · Minnesota · Healthcare & Social Assistance

$16M in assets, 366 participants

Arrowhead Economic Opportunity Agency, Incorporated's 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated reported $16M in total assets and 366 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,630 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated covers 366 participants in Minnesota, about 33% of the average Minnesota filer (state average ~1,126 per filing). Assets: $16M.

#15,630
in Healthcare & Social Assistance (20,060 peers)
-16.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated's outsized position by total assets

403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated vs every filed plan by assets

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

$15,901,023 Top 26% higher than 74% 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

403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated 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 of Arrowhead Economic Opportunity Agency, Incorporated sits mid-pack in the medium band (366 participants).

Plan-year Form 5500 strip

Filing strip 416052144 · Arrowhead Economic Opportunity Agency, Incorporated PY 2022 · Other

403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated · $16M · 366 · 74th

  • EOY $16M
  • 5500 366
  • ASSETS 74th
  • PCT Other
  • EIN near Hope Enterprises, Inc. Retirement Plan
  • RANK ind #15630

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 →

403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated in the asset neighbourhood

Tenderloin Neighborhood Development Corporation 403(b) Retirement PlanTenderloin Neighborhood Deve…$16M403(b) Thrift Plan for Employees of P.G. Chambers School, Inc.403(b) Thrift Plan for Emplo…$16MMy Community Dental Centers, Inc. 403(b) PlanMy Community Dental Centers,…$16M403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated403(b) Thrift Plan of Arrowh…$16MHope Enterprises, Inc. Retirement PlanHope Enterprises, Inc. Retir…$16M
End-of-year total assets ($M) among 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN416052144
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arrowhead Economic Opportunity Agency, Incorporated)

Sponsor-wide plan assets over time

All Arrowhead Economic Opportunity Agency, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$19M 18.974018212538905% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $15.9M $18.9M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 366 $16M
2023 1 340 $17M
2024 1 443 $19M

Nearby Other Plans in Minnesota

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

403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated, Total assets ($B): 0.015901023 · Participants: 366403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, IncorporatedMayo 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
403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated vs. nearby Other plans in Minnesota, assets vs. participants
Compare 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated side-by-side with 3 peers →

403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Hope Enterprises, Inc. Retirement Plan in PA ($16M); by covered participants it is Immaculata University DC Retirement Plan in PA (366 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (366 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 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated assets move in 2022? ▼
403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated declined sharply - down 16.3% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Arrowhead Economic Opportunity Agency, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arrowhead Economic Opportunity Agency, Incorporated's sponsor-wide assets grew 19.0%, from $16M to $19M.
Which Other plans are similar in size to 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated? ▼
Among Other plans in other states, the closest by assets is Hope Enterprises, Inc. Retirement Plan in PA ($16M, 305 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated? ▼
Among Other plans in other states, the closest by covered participants is Immaculata University DC Retirement Plan in PA (366 participants, $36M 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 416052144.

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.