401(k) · DOL Form 5500 · 2022

Messerli & Kramer, P.a. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
272
Participants Below avg headcount
85th
Percentile by assets National rank
$132,365
Avg per participant Near avg balance/head
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Official DOL plan name: Messerli & Kramer, P.a. Savings & Retirement Plan · Sponsored by Messerli & Kramer, P.a. · Minnesota · Professional & Technical Services

$36M in assets, 272 participants

Messerli & Kramer, P.a.'s Messerli & Kramer, P.a. Savings & Retirement Plan reported $36M in total assets and 272 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,475 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Messerli & Kramer, P.a. Savings & Retirement Plan covers 272 participants in Minnesota, about 24% of the average Minnesota filer (state average ~1,126 per filing). Assets: $36M.

#18,475
in Professional & Technical Services (21,562 peers)
-19.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Messerli & Kramer, P.a. Savings & Retirement Plan's outsized position by total assets

Messerli & Kramer, P.a. Savings & Retirement Plan vs every filed plan by assets

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

$36,003,388 Top 15% higher than 85% 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

Messerli & Kramer, P.a. Savings & Retirement 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. Messerli & Kramer, P.a. Savings & Retirement Plan sits mid-pack in the medium band (272 participants).

EBSA filing schedule strip

Filing strip 411767334 · Messerli & Kramer, P.a. PY 2022 · 401(k)

Messerli & Kramer, P.a. Savings & Retirement Plan · $36M · 272 · 85th

  • TYPE $36M
  • TYPE 272
  • TYPE 85th
  • TYPE 401(k)
  • TYPE near Moore Holding Company Profit Sharing 401(k) Plan
  • TYPE ind #18475

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Messerli & Kramer, P.a. Savings & Retirement Plan in the asset neighbourhood

Messerli & Kramer, P.a. Savings & Retirement PlanMesserli & Kramer, P.a. Savi…$36MMoore Holding Company Profit Sharing 401(k) PlanMoore Holding Company Profit…$36MNemera 401(k) Plan$36MPainters District Council #58 401(k) PlanPainters District Council #5…$36MBuzzi Unicem USA Inc. Retirement Savings Plan for Hourly EmployeesBuzzi Unicem USA Inc. Retire…$36M
End-of-year total assets ($M) among Messerli & Kramer, P.a. Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$36M
Net Income-$9M
Employer EIN411767334
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Messerli & Kramer, P.a.)

Sponsor-wide plan assets over time

All Messerli & Kramer, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 27.603763290277016% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36M $45.9M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 272 $36M
2023 1 266 $42M
2024 1 251 $46M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Messerli & Kramer, P.a. Savings & Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Messerli & Kramer, P.a. Savings & Retirement Plan, Total assets ($B): 0.036003388 · Participants: 272Messerli & Kramer, P.a. Savings & Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Messerli & Kramer, P.a. Savings & Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Messerli & Kramer, P.a. Savings & Retirement Plan side-by-side with 3 peers →

Messerli & Kramer, P.a. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Moore Holding Company Profit Sharing 401(k) Plan in ND ($36M); by covered participants it is Data Center, Inc. Savings & Retirement Plan in KS (272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Messerli & Kramer, P.a. Savings & Retirement Plan assets move in 2022? ▼
Messerli & Kramer, P.a. Savings & Retirement Plan declined sharply - down 19.4% during 2022, from $45M to $36M. Reported net income was -$9M.
How have Messerli & Kramer, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Messerli & Kramer, P.a.'s sponsor-wide assets grew 27.6%, from $36M to $46M.
Where does Messerli & Kramer, P.a. Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Messerli & Kramer, P.a. Savings & Retirement Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Messerli & Kramer, P.a. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moore Holding Company Profit Sharing 401(k) Plan in ND ($36M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Messerli & Kramer, P.a. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Data Center, Inc. Savings & Retirement Plan in KS (272 participants, $50M 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 411767334.

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.