401(k) · DOL Form 5500 · 2023

Proterra Investment Partners LP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
36
Participants Small participant base
52nd
Percentile by assets National rank
$205,401
Avg per participant Above avg balance/head
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Official DOL plan name: Proterra Investment Partners LP Retirement Savings Plan · Sponsored by Proterra Investment Partners LP · Minnesota · Finance & Insurance

$7M in assets, 36 participants

Proterra Investment Partners LP's Proterra Investment Partners LP Retirement Savings Plan reported $7M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,319 in Finance & Insurance (8,869 peers)

Proterra Investment Partners LP multi-year trail

Proterra Investment Partners LP's plans moved +104.0% in assets from 2022 to 2024; this filing shows Proterra Investment Partners LP Retirement Savings Plan at $7M / 36 participants.

#3,319
in Finance & Insurance (8,869 peers)
+56.7%
assets growth YoY

Proterra Investment Partners LP Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Proterra Investment Partners LP Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,394,434 Top 48% higher than 52% of 127,068 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 2023

Proterra Investment Partners LP Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Proterra Investment Partners LP Retirement Savings Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Proterra Investment Partners LP Retirement Savings Plan reported net income rose from -$123K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Proterra Investment Partners LP Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Proterra Investment Partners LP Retirement Savings Plan reported participants rose from 27 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 352676311 · Proterra Investment Partners LP PY 2023 · 401(k)

Proterra Investment Partners LP Retirement Savings Plan · $7M · 36 · 52nd

  • EOY $7M
  • EOY 36
  • EOY 52nd
  • EOY 401(k)
  • EOY near Endeavor Consulting Group, LLC 401(k) Plan
  • EOY ind #3319

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Proterra Investment Partners LP Retirement Savings Plan in the asset neighbourhood

Proterra Investment Partners LP Retirement Savings PlanProterra Investment Partners…$7MEndeavor Consulting Group, LLC 401(k) PlanEndeavor Consulting Group, L…$7MKeystops, LLC Employee Savings PlanKeystops, LLC Employee Savin…$7MCommunity Specialists, Inc. 401(k) & Profit Sharing PlanCommunity Specialists, Inc. …$7MJefferson Consulting Group LLC 401(k) Ps PlanJefferson Consulting Group L…$7M
End-of-year total assets ($M) among Proterra Investment Partners LP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Proterra Investment Partners LP multi-year asset trail

Sponsor-wide plan assets over time

All Proterra Investment Partners LP plans reported in each filing year

Latest sponsor-wide plan assets
$10M 103.99630543046206% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $4.72M $9.63M ▲ +104.0%
Year Plans Participants Total Assets
2022 1 27 $5M
2023 1 36 $7M
2024 1 37 $10M

Proterra Investment Partners LP filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN352676311
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Proterra Investment Partners LP Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Proterra Investment Partners LP Retirement Savings Plan, Total assets ($B): 0.007394434 · Participants: 36Proterra Investment Partners LP Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Proterra Investment Partners LP Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Proterra Investment Partners LP Retirement Savings Plan side-by-side with 3 peers →

Proterra Investment Partners LP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Endeavor Consulting Group, LLC 401(k) Plan in PA ($7M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Proterra Investment Partners LP Retirement Savings Plan assets move in 2023? ▼
Proterra Investment Partners LP Retirement Savings Plan surged - up 56.7% during 2023, from $5M to $7M. Reported net income was $3M.
How have Proterra Investment Partners LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Proterra Investment Partners LP's sponsor-wide assets grew 104.0%, from $5M to $10M.
Which 401(k) plans are similar in size to Proterra Investment Partners LP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Endeavor Consulting Group, LLC 401(k) Plan in PA ($7M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Proterra Investment Partners LP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 352676311.

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.