Other · DOL Form 5500 · 2023

Greater Minnesota Family Services Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
192
Participants Below avg headcount
49th
Percentile by assets National rank
$33,513
Avg per participant Low balance/head
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Official DOL plan name: Greater Minnesota Family Services 403(b) Plan · Sponsored by Greater Minnesota Family Services · Minnesota · Healthcare & Social Assistance

$6M in assets, 192 participants

Greater Minnesota Family Services's Greater Minnesota Family Services 403(b) Plan reported $6M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,619 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Greater Minnesota Family Services 403(b) Plan covers 192 participants in Minnesota, about 17% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.

#9,619
in Healthcare & Social Assistance (17,684 peers)
+19.9%
assets growth YoY

Greater Minnesota Family Services 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Greater Minnesota Family Services 403(b) Plan vs every filed plan by assets

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

$6,434,539 49th percentile higher than 49% 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

Greater Minnesota Family Services 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greater Minnesota Family Services 403(b) Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Greater Minnesota Family Services 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Greater Minnesota Family Services 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411851475 · Greater Minnesota Family Services PY 2023 · Other

Greater Minnesota Family Services 403(b) Plan · $6M · 192 · 49th

  • 5500 $6M
  • ASSETS 192
  • PCT 49th
  • EIN Other
  • RANK near Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan
  • PHOTO ind #9619

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 →

Greater Minnesota Family Services 403(b) Plan in the asset neighbourhood

Compass Tax Deferred Annuity PlanCompass Tax Deferred Annuity…$6MBrightpoint 403(b) Plan$6MGreater Minnesota Family Services 403(b) PlanGreater Minnesota Family Ser…$6MAlliance for Community Empowerment, Inc. Tax Sheltered Annuity PlanAlliance for Community Empow…$6MJewish Vocational Services 403(b) PlanJewish Vocational Services 4…$6M
End-of-year total assets ($M) among Greater Minnesota Family Services 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN411851475
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greater Minnesota Family Services)

Sponsor-wide plan assets over time

All Greater Minnesota Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$7M 24.934836146949007% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.37M $6.71M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 191 $5M
2023 1 192 $6M
2024 1 201 $7M

Nearby Other Plans in Minnesota

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

Greater Minnesota Family Services 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Greater Minnesota Family Services 403(b) Plan, Total assets ($B): 0.006434539 · Participants: 192Greater Minnesota Family Services 403(b) PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
Greater Minnesota Family Services 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Greater Minnesota Family Services 403(b) Plan side-by-side with 3 peers →

Greater Minnesota Family Services 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan in CT ($6M); by covered participants it is Trinity Valley School Tax Sheltered Group Annuity in TX (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Greater Minnesota Family Services 403(b) Plan assets move in 2023? ▼
Greater Minnesota Family Services 403(b) Plan grew sharply - up 19.9% during 2023, from $5M to $6M. Reported net income was $1M.
How have Greater Minnesota Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greater Minnesota Family Services's sponsor-wide assets grew 24.9%, from $5M to $7M.
Which Other plans are similar in size to Greater Minnesota Family Services 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan in CT ($6M, 290 participants).
Which Other plans cover a similar participant headcount to Greater Minnesota Family Services 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Trinity Valley School Tax Sheltered Group Annuity in TX (192 participants, $38M 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 411851475.

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.