401(k) Β· DOL Form 5500 Β· 2022

Margaret a. Cargill Philanthropic Services, LLC 401(k)

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

$52M
Total assets
104
Participants
81th
Percentile by assets

Sponsored by Margaret a. Cargill Philanthropic Services, LLC Β· Minnesota Β· Professional & Technical Services

What the 2022 filing shows

Margaret a. Cargill Philanthropic Services, LLC 401(k) holds $52M for 104 participants - about $501,474 per participant, in the top quartile of all filed plans by assets, down 10.6% over the 2022 plan year.

$52M
total plan assets (2022 EOY)
104
covered participants
81th
percentile by assets (of 84,055 plans)
$501,474
avg assets per participant

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$52M
Participants
104
State
Industry
Professional & Technical Services

What the Filing Says About Margaret a. Cargill Philanthropic Services, LLC 401(k)

Margaret a. Cargill Philanthropic Services, LLC 401(k) is a 401(k) retirement plan sponsored by Margaret a. Cargill Philanthropic Services, LLC, headquartered in Minnesota. As of the 2022 Form 5500 filing, the plan reports $52M in total end-of-year assets and covers 104 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 383755296, and the plan has been effective since 2008-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $58M at the beginning of 2022 to $52M at year-end - a decline of 10.6%. Net assets (after liabilities) closed the year at $52M, with reported net income of $-6,156,456 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)$58M
Total Assets (End of Year)$52M
Net Assets (End of Year)$52M
Net Income$-6,156,456
Plan Type401(k)
Employer EIN383755296
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Margaret a. Cargill Philanthropic Services, LLC)

Year Plans Participants Total Assets
2022 1 104 $52M
2023 1 113 $64M
2024 1 112 $72M

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Frequently Asked Questions

How much money is in the Margaret a. Cargill Philanthropic Services, LLC 401(k)?
As of the 2022 Form 5500 filing, Margaret a. Cargill Philanthropic Services, LLC 401(k) holds $52M in total assets with 104 participants. It is sponsored by Margaret a. Cargill Philanthropic Services, LLC.
What type of plan is Margaret a. Cargill Philanthropic Services, LLC 401(k)?
Margaret a. Cargill Philanthropic Services, LLC 401(k) is a 401(k) plan. It has been effective since 2008-01-01. The plan is filed with the U.S. Department of Labor under EIN 383755296.
Who sponsors the Margaret a. Cargill Philanthropic Services, LLC 401(k)?
Margaret a. Cargill Philanthropic Services, LLC 401(k) is sponsored by Margaret a. Cargill Philanthropic Services, LLC, located in Minnesota. The sponsor's EIN is 383755296 and the plan operates in the Professional & Technical Services industry.
How did Margaret a. Cargill Philanthropic Services, LLC 401(k) perform in 2022?
Margaret a. Cargill Philanthropic Services, LLC 401(k) declined by 10.6% during 2022, moving from $58M to $52M in total assets. Net income was $-6,156,456.
Where can I find official filings for Margaret a. Cargill Philanthropic Services, LLC 401(k)?
Official Form 5500 filings for Margaret a. Cargill Philanthropic Services, LLC 401(k) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 383755296 or plan name at efast.dol.gov.
How does Margaret a. Cargill Philanthropic Services, LLC 401(k) compare to other plans?
You can compare Margaret a. Cargill Philanthropic Services, LLC 401(k) against other 401(k) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

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 383755296.

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.