401(k) · DOL Form 5500 · 2022

Education Minnesota 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
163
Participants Small participant base
85th
Percentile by assets National rank
$214,246
Avg per participant Above avg balance/head
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Official DOL plan name: Education Minnesota Employee's Savings and Retirement Plan · Sponsored by Education Minnesota · Minnesota · Other Services

$35M in assets, 163 participants

Education Minnesota's Education Minnesota Employee's Savings and Retirement Plan reported $35M in total assets and 163 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.

  • #7,783 in Other Services (8,398 peers)

Coverage in Minnesota

Education Minnesota Employee's Savings and Retirement Plan covers 163 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $35M.

#7,783
in Other Services (8,398 peers)
+6.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Education Minnesota Employee's Savings and Retirement Plan's outsized position by total assets

Education Minnesota Employee's Savings and Retirement Plan vs every filed plan by assets

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

$34,922,017 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

Education Minnesota Employee's Savings and 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. Education Minnesota Employee's Savings and Retirement Plan sits mid-pack in the medium band (163 participants).

Published 5500 schedule card

Filing strip 411916882 · Education Minnesota PY 2022 · 401(k)

Education Minnesota Employee's Savings and Retirement Plan · $35M · 163 · 85th

  • 5500 $35M
  • ASSETS 163
  • PCT 85th
  • EIN 401(k)
  • RANK near Firstfleet, Inc. 401(k) Plan
  • PHOTO ind #7783

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 →

Education Minnesota Employee's Savings and Retirement Plan in the asset neighbourhood

Group O 401(k) Retirement PlanGroup O 401(k) Retirement Pl…$35MEducation Minnesota Employee's Savings and Retirement PlanEducation Minnesota Employee…$35MFirstfleet, Inc. 401(k) Plan$35MJohn Bouchard & Sons Co. 401(k) Profit Sharing PlanJohn Bouchard & Sons Co. 401…$35MCorporate One Federal Credit Union 401(k) Plan and TrustCorporate One Federal Credit…$35M
End-of-year total assets ($M) among Education Minnesota Employee's Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$2M
Employer EIN411916882
Plan Effective Date1986-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Education Minnesota)

Sponsor-wide plan assets over time

All Education Minnesota plans reported in each filing year

Latest sponsor-wide plan assets
$170M 19.658100969805684% vs 2022
2024 filing year
$130M$140M$150M$160M$170M$180M 202220232024 $142M $170M ▲ +19.7%
Year Plans Participants Total Assets
2022 2 336 $142M
2023 2 315 $162M
2024 2 329 $170M

Nearby 401(k) Plans in Minnesota

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

Education Minnesota Employee's Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Education Minnesota Employee's Savings and Retirement Plan, Total assets ($B): 0.034922017 · Participants: 163Education Minnesota Employee's Savings and 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
Education Minnesota Employee's Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Education Minnesota Employee's Savings and Retirement Plan side-by-side with 3 peers →

Education Minnesota Employee's Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Firstfleet, Inc. 401(k) Plan in TN ($35M); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Education Minnesota Employee's Savings and Retirement Plan assets move in 2022? ▼
Education Minnesota Employee's Savings and Retirement Plan grew at a solid clip - up 6.7% during 2022, from $33M to $35M. Reported net income was $2M.
How have Education Minnesota plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Education Minnesota's sponsor-wide assets grew 19.7%, from $142M to $170M.
Where does Education Minnesota Employee's Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Education Minnesota Employee's Savings and 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 Education Minnesota Employee's Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Firstfleet, Inc. 401(k) Plan in TN ($35M, 3,531 participants).
Which 401(k) plans cover a similar participant headcount to Education Minnesota Employee's Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orchid Underwriters Agency 401(k) Plan in FL (163 participants, N/A 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 411916882.

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.