Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund Pension Plan
Data updated 2026-08-25
- $121M
- Total assets Near avg plan size
- 1,717
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $70,242
- Avg per participant Below avg balance/head
Official DOL plan name: Northern Mn-Wi Area Retail Clerks Pension Fund · Sponsored by Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund · Minnesota · Retail Trade
$121M in assets, 1,717 participants
Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund's Northern Mn-Wi Area Retail Clerks Pension Fund reported $121M in total assets and 1,717 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #9,190 in Retail Trade (9,519 peers)
Where Northern Mn-Wi Area Retail Clerks Pension Fund sits by assets
Northern Mn-Wi Area Retail Clerks Pension Fund sits in the top 10% of all filed plans by assets, $121M for 1,717 participants (~$70,242/participant), down 20.1% in 2022.
- #9,190
- in Retail Trade (9,519 peers)
- -20.1%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Northern Mn-Wi Area Retail Clerks Pension Fund's outsized position by total assets
Northern Mn-Wi Area Retail Clerks Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$120,605,457 Top 6% higher than 94% 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
Northern Mn-Wi Area Retail Clerks Pension Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northern Mn-Wi Area Retail Clerks Pension Fund lands in the large band (1,717 participants).
DOL schedule card
Filing strip 416055635 · Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund PY 2022 · Defined Benefit (Pension)
Northern Mn-Wi Area Retail Clerks Pension Fund · $121M · 1,717 · 94th
- IND $121M
- EOY 1,717
- 5500 94th
- ASSETS Defined Benefit (Pension)
- PCT near Pension Plan for Kapl Employees in Participating Bargaining Units
- EIN ind #9190
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 Retail Trade retirement plans → · Plans in Minnesota →
Northern Mn-Wi Area Retail Clerks Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $151M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | -$30M |
| Employer EIN | 416055635 |
| Plan Effective Date | 1966-04-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund)
Sponsor-wide plan assets over time
All Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 12.45087608266349% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,717 | $121M |
| 2023 | 1 | 1,662 | $131M |
| 2024 | 1 | 1,668 | $136M |
Nearby Defined Benefit (Pension) Plans in Minnesota
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 3M Employee Retirement Income Plan $14.0B · 12,160
- Mayo Pension Plan $10.3B · 66,434
- The Travelers Pension Plan $3.9B · 25,144
- U.S. Bank Pension Plan $3.7B · 55,836
- Target Corporation Pension Plan $3.3B · 50,515
Northern Mn-Wi Area Retail Clerks Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Pension Plan for Kapl Employees in Participating Bargaining Units in PA ($121M); by covered participants it is Waterfront Employers - Ila Pension Plan in SC (1,720 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($121M here).
- Pension Plan for Kapl Employees in Participating Bargaining Units (PA) $121M · 179
- Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan (MA) $121M · 1,505
- Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan () $121M · 328
- Bakery Drivers & Salesmen Local 194 & Industry Pension Fund (NJ) $120M · 12
Similar participant headcount
Nearest other-state filings by covered participants (1,717 participants); asset peers above are excluded.
- Waterfront Employers - Ila Pension Plan (SC) 1,720 · 3 off
- Tennessee/North Carolina Carpenters and Millwrights Pension Fund (TN) 1,721 · 4 off
- United Food and Commercial Workers Unions & Employers Midwest Pension Fund (IL) 1,721 · 4 off
- Local 153 Pension Fund (NY) 1,723 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.