Other · DOL Form 5500 · 2022
Guthrie Theater Foundation Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 141
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $191,910
- Avg per participant Above avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Guthrie Theater Foundation · Sponsored by Guthrie Theater Foundation · Minnesota · Other Services
$27M in assets, 141 participants
Guthrie Theater Foundation's 403(b) Thrift Plan for Employees of Guthrie Theater Foundation reported $27M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #7,607 in Other Services (8,398 peers)
Coverage in Minnesota
403(b) Thrift Plan for Employees of Guthrie Theater Foundation covers 141 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $27M.
- #7,607
- in Other Services (8,398 peers)
- -7.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan for Employees of Guthrie Theater Foundation's outsized position by total assets
403(b) Thrift Plan for Employees of Guthrie Theater Foundation vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,059,273 Top 19% higher than 81% 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
403(b) Thrift Plan for Employees of Guthrie Theater Foundation 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 for Employees of Guthrie Theater Foundation sits mid-pack in the medium band (141 participants).
Form 5500 schedule snapshot
Filing strip 410854160 · Guthrie Theater Foundation PY 2022 · Other
403(b) Thrift Plan for Employees of Guthrie Theater Foundation · $27M · 141 · 81st
- BOOK $27M
- VS-ST 141
- BOY 81st
- SCH Other
- EBSA near Vista Community Clinic Tax Deferred Annuity Plan
- PART ind #7607
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 Other Services retirement plans → · Plans in Minnesota →
403(b) Thrift Plan for Employees of Guthrie Theater Foundation in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$2M |
| Employer EIN | 410854160 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Guthrie Theater Foundation)
Sponsor-wide plan assets over time
All Guthrie Theater Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 0.24770805926678077% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $27M |
| 2023 | 1 | 143 | $31M |
| 2024 | 1 | 614 | $27M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $9.5B · 80,932
- Centracare Health System 403(b) Plan $739M · 10,840
- Childrens Hospitals and Clinics Matched Savings Plan $692M · 5,009
- Carpenters & Joiners Defined Contribution Plan $583M · 20,332
- University of St. Thomas Retirement Plan $358M · 2,317
403(b) Thrift Plan for Employees of Guthrie Theater Foundation's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Vista Community Clinic Tax Deferred Annuity Plan in CA ($27M); by covered participants it is William Penn University 403(b) DC Plan in IA (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Vista Community Clinic Tax Deferred Annuity Plan (CA) $27M · 828
- The New Foundations Retirement Plan (GA) $27M · 101
- Trinity School 403(b) Plan (GA) $27M · 158
- Greater Atlanta Christian Schools, Inc. Retirement Plan (GA) $27M · 431
Similar participant headcount
Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.
- William Penn University 403(b) DC Plan (IA) 141 · 0 off
- Frontier Community Services, Inc. 403(b) Plan (AK) 141 · 0 off
- Leslie Shankman School Corporation 403(b) Plan (IL) 141 · 0 off
- Annandale at Suwanee, Inc. 403(b) Plan (GA) 141 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.