Other · DOL Form 5500 · 2022

ACCORD Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
194
Participants Below avg headcount
65th
Percentile by assets National rank
$52,457
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Accord · Sponsored by ACCORD · Minnesota · Healthcare & Social Assistance

$10M in assets, 194 participants

ACCORD's 403(b) Thrift Plan of Accord reported $10M in total assets and 194 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #14,164 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

403(b) Thrift Plan of Accord covers 194 participants in Minnesota, about 17% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.

#14,164
in Healthcare & Social Assistance (20,060 peers)
-22.4%
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 Accord's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Accord vs every filed plan by assets

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

$10,176,612 Top 35% higher than 65% 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 Accord 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 Accord sits mid-pack in the medium band (194 participants).

Plan-year Form 5500 strip

Filing strip 410972546 · ACCORD PY 2022 · Other

403(b) Thrift Plan of Accord · $10M · 194 · 65th

  • RANK $10M
  • PHOTO 194
  • IND 65th
  • EOY Other
  • 5500 near Whitefield Academy 403(b) Plan
  • ASSETS ind #14164

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 Accord in the asset neighbourhood

South Peninsula Hospital 403(b) Plan for Non-Union EmployeesSouth Peninsula Hospital 403…$10M403(b) Thrift Plan of Accord$10MWhitefield Academy 403(b) PlanWhitefield Academy 403(b) Pl…$10MInstituto Familiar De La Raza Section 403(b) PlanInstituto Familiar De La Raz…$10MUniversity Clinical Health 403(b) PlanUniversity Clinical Health 4…$10M
End-of-year total assets ($M) among 403(b) Thrift Plan of Accord and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN410972546
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ACCORD)

Sponsor-wide plan assets over time

All ACCORD plans reported in each filing year

Latest sponsor-wide plan assets
$9M 11.038506725027936% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $10.2M $9.05M ▼ -11.1%
Year Plans Participants Total Assets
2022 1 194 $10M
2023 1 435 $11M
2024 1 468 $9M

Nearby Other Plans in Minnesota

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

403(b) Thrift Plan of Accord vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants 403(b) Thrift Plan of Accord, Total assets ($B): 0.010176612 · Participants: 194403(b) Thrift Plan of AccordMayo 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 Accord vs. nearby Other plans in Minnesota, assets vs. participants

403(b) Thrift Plan of Accord's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Whitefield Academy 403(b) Plan in GA ($10M); by covered participants it is Braille Institute of America Inc Tax Sheltered 403(b) Savings Plan in CA (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Accord assets move in 2022?
403(b) Thrift Plan of Accord declined sharply - down 22.4% during 2022, from $13M to $10M. Reported net income was -$3M.
How have ACCORD plan assets changed over time?
Across 3 plan years on file (2022-2024), ACCORD's sponsor-wide assets declined 11.0%, from $10M to $9M.
Which Other plans are similar in size to 403(b) Thrift Plan of Accord?
Among Other plans in other states, the closest by assets is Whitefield Academy 403(b) Plan in GA ($10M, 134 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Accord?
Among Other plans in other states, the closest by covered participants is Braille Institute of America Inc Tax Sheltered 403(b) Savings Plan in CA (194 participants, $22M in assets).