401(k)
2022 plan-year 401(k) DOL Form 5500

Millwright Union Individual Account Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of the Millwright Union Individual Account Retiremen · Minnesota · Construction

What the 2023 filing shows

Millwright Union Individual Account Retirement Plan holds $37M for 981 participants — about $38,042 per participant, down 3.8% over the 2022 plan year.

$37M
total plan assets (2022 EOY)
981
covered participants
$38,042
avg assets per participant
-3.8%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$37M
Participants
981
State
Industry
Construction

What the Filing Says About Millwright Union Individual Account Retirement Plan

Millwright Union Individual Account Retirement Plan is a 401(k) retirement plan sponsored by Board of Trustees of the Millwright Union Individual Account Retiremen, headquartered in Minnesota. As of the 2022 Form 5500 filing, the plan reports $37M in total end-of-year assets and covers 981 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 391707392, and the plan has been effective since 1991-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $39M at the beginning of 2022 to $37M at year-end — a decline of 3.8%. Net assets (after liabilities) closed the year at $37M, with reported net income of $-1,447,623 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$39M
Total Assets (End of Year)$37M
Net Assets (End of Year)$37M
Net Income$-1,447,623
Plan Type401(k)
Employer EIN391707392
Plan Effective Date1991-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Millwright Union Individual Account Retiremen)

Year Plans Participants Total Assets
2022 1 981 $37M
2023 1 966 $42M

Nearby 401(k) Plans in Minnesota

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Frequently Asked Questions

How much money is in the Millwright Union Individual Account Retirement Plan?
As of the 2022 Form 5500 filing, Millwright Union Individual Account Retirement Plan holds $37M in total assets with 981 participants. It is sponsored by Board of Trustees of the Millwright Union Individual Account Retiremen.
What type of plan is Millwright Union Individual Account Retirement Plan?
Millwright Union Individual Account Retirement Plan is a 401(k) plan. It has been effective since 1991-06-01. The plan is filed with the U.S. Department of Labor under EIN 391707392.
Who sponsors the Millwright Union Individual Account Retirement Plan?
Millwright Union Individual Account Retirement Plan is sponsored by Board of Trustees of the Millwright Union Individual Account Retiremen, located in Minnesota. The sponsor's EIN is 391707392 and the plan operates in the Construction industry.
How did Millwright Union Individual Account Retirement Plan perform in 2022?
Millwright Union Individual Account Retirement Plan declined by 3.8% during 2022, moving from $39M to $37M in total assets. Net income was $-1,447,623.
Where can I find official filings for Millwright Union Individual Account Retirement Plan?
Official Form 5500 filings for Millwright Union Individual Account Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391707392 or plan name at efast.dol.gov.
How does Millwright Union Individual Account Retirement Plan compare to other plans?
You can compare Millwright Union Individual Account Retirement Plan against other 401(k) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 391707392.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.