Money Purchase · DOL Form 5500 · 2023

Wabasha Fire Department Relief Association Money Purchase Plan

Data updated 2026-08-25

$738K
Total assets Small plan by assets
29
Participants Small participant base
21st
Percentile by assets National rank
$25,457
Avg per participant Low balance/head
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Official DOL plan name: Wabasha Fire Department Relief Association · Sponsored by Wabasha Fire Department Relief Association · Minnesota · Other Services

$738K in assets, 29 participants

Wabasha Fire Department Relief Association's Wabasha Fire Department Relief Association reported $738K in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,479 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Wabasha Fire Department Relief Association ranks #3,479 of 7,857 2023 filers by assets (2719% of the sector average)-$738K for 29 participants.

#3,479
in Other Services (7,857 peers)
+19.5%
assets growth YoY

Wabasha Fire Department Relief Association among the smaller filed plans by assets

Wabasha Fire Department Relief Association vs every filed plan by assets

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

$738,257 21st percentile higher than 21% 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

Wabasha Fire Department Relief Association among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wabasha Fire Department Relief Association is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wabasha Fire Department Relief Association reported net income rose from -$74K in the plan year 2022 filing to $120K in the plan year 2023 filing.
  • Wabasha Fire Department Relief Association end-of-year assets rose from $618K in the plan year 2022 filing to $738K in the plan year 2023 filing.
  • Wabasha Fire Department Relief Association reported participants rose from 26 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 416031643 · Wabasha Fire Department Relief Association PY 2023 · Money Purchase

Wabasha Fire Department Relief Association · $738K · 29 · 21st

  • EBSA $738K
  • PART 29
  • TYPE 21st
  • NET Money Purchase
  • BOOK near Francisco Ayala Ortiz, Md Retirement Plan
  • VS-ST ind #3479

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 →

Wabasha Fire Department Relief Association in the asset neighbourhood

Wabasha Fire Department Relief AssociationWabasha Fire Department Reli…$738KFrancisco Ayala Ortiz, Md Retirement PlanFrancisco Ayala Ortiz, Md Re…$741KLewis Enterprises Inc. Money Purchase Pension Plan and TrustLewis Enterprises Inc. Money…$743KThe Pieper Bar Review Money Purchase Pension PlanThe Pieper Bar Review Money …$734KAguadilla Eye Md Psc Retirement PlanAguadilla Eye Md Psc Retirem…$734K
End-of-year total assets ($M) among Wabasha Fire Department Relief Association and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$618K
Net Assets (End of Year)$738K
Net Income$120K
Employer EIN416031643
Plan Effective Date1956-03-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Wabasha Fire Department Relief Association)

Sponsor-wide plan assets over time

All Wabasha Fire Department Relief Association plans reported in each filing year

Latest sponsor-wide plan assets
$874K 41.48678610153582% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.62M $0.87M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 26 $618K
2023 1 29 $738K
2024 1 30 $874K

Nearby Money Purchase Plans in Minnesota

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

Wabasha Fire Department Relief Association vs. nearby Money Purchase plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400500 Total assets ($M) Participants Wabasha Fire Department Relief Association, Total assets ($M): 0.738257 · Participants: 29Wabasha Fire Department Relief AssociationThrivent Capital Accumulation Plan, Total assets ($M): 418.908952 · Participants: 1896Thrivent Capital Accumulation PlanSt. Paul Electrical Construction Workers Supplemental Pension Plan, Total assets ($M): 292.436249 · Participants: 3139St. Paul Electrical Construction Workers Supplemental Pension PlanBoilermakers Lodge 154 Retirement Plan, Total assets ($M): 157.391252 · Participants: 7060Boilermakers Lodge 154 Retirement PlanCentral Iowa Carpenters Money Purchase Plan, Total assets ($M): 124.918315 · Participants: 1134Central Iowa Carpenters Money Purchase PlanBe the Match/Nmdp Employer Contribution Plan, Total assets ($M): 102.109567 · Participants: 1587Be the Match/Nmdp Employer Contribution Plan
Wabasha Fire Department Relief Association vs. nearby Money Purchase plans in Minnesota, assets vs. participants
Compare Wabasha Fire Department Relief Association side-by-side with 3 peers →

Wabasha Fire Department Relief Association's out-of-state Money Purchase peers by assets and headcount

Outside Minnesota, the nearest Money Purchase by assets is Francisco Ayala Ortiz, Md Retirement Plan in PR ($741K); by covered participants it is Organization Management Group, Inc. Money Purchase Pension in VA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Wabasha Fire Department Relief Association assets move in 2023? ▼
Wabasha Fire Department Relief Association grew sharply - up 19.5% during 2023, from $618K to $738K. Reported net income was $120K.
How have Wabasha Fire Department Relief Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wabasha Fire Department Relief Association's sponsor-wide assets grew 41.5%, from $618K to $874K.
Where does Wabasha Fire Department Relief Association rank by assets among Form 5500 filers? ▼
Wabasha Fire Department Relief Association ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Wabasha Fire Department Relief Association? ▼
Among Money Purchase plans in other states, the closest by assets is Francisco Ayala Ortiz, Md Retirement Plan in PR ($741K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Wabasha Fire Department Relief Association? ▼
Among Money Purchase plans in other states, the closest by covered participants is Organization Management Group, Inc. Money Purchase Pension in VA (29 participants, $2M 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 416031643.

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.