401(k) · DOL Form 5500 · 2023
Atrius Mso, LLC 401(k) Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 5,225
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $284,731
- Avg per participant High balance/head
Official DOL plan name: Atrius 401(k) Retirement Savings Plan · Sponsored by Atrius Mso, LLC · Minnesota · Healthcare & Social Assistance
$1.5B in assets, 5,225 participants
Atrius Mso, LLC's Atrius 401(k) Retirement Savings Plan reported $1.5B in total assets and 5,225 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,551 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
Atrius 401(k) Retirement Savings Plan covers 5,225 participants in Minnesota, 4.6x the typical Minnesota plan (state average ~1,126 per filing). Assets: $1.5B.
- #17,551
- in Healthcare & Social Assistance (17,684 peers)
- +9.8%
- assets growth YoY
- 15×
- vs typical plan assets (national mean)
Atrius 401(k) Retirement Savings Plan's outsized position by total assets
Atrius 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,487,720,203 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Atrius 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atrius 401(k) Retirement Savings Plan lands in the large band (5,225 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Atrius 401(k) Retirement Savings Plan reported net income rose from -$326M in the plan year 2022 filing to $133M in the plan year 2023 filing.
- Atrius 401(k) Retirement Savings Plan end-of-year assets rose from $1.4B in the plan year 2022 filing to $1.5B in the plan year 2023 filing.
- Atrius 401(k) Retirement Savings Plan reported participants rose from 5,138 in the plan year 2022 filing to 5,225 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 871803974 · Atrius Mso, LLC PY 2023 · 401(k)
Atrius 401(k) Retirement Savings Plan · $1.5B · 5,225 · 99th
- BOY $1.5B
- SCH 5,225
- EBSA 99th
- PART 401(k)
- TYPE near Expedia Retirement Savings Plan
- NET ind #17551
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 →
Atrius 401(k) Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | $133M |
| Employer EIN | 871803974 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Atrius Mso, LLC)
Sponsor-wide plan assets over time
All Atrius Mso, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 19.234049709388806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,138 | $1.4B |
| 2023 | 1 | 5,225 | $1.5B |
| 2024 | 1 | 5,484 | $1.6B |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Scale composition for Atrius 401(k) Retirement Savings Plan
Atrius 401(k) Retirement Savings Plan reports $1.5B in end-of-year assets across 5,225 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $284,731 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2023 was $133M.
This plan identity (EIN 871803974, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.6B (+19.2%) while covered participants moved from 5,138 to 5,484 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,138 | $1.4B | Open filing |
| 2023 | 5,225 | $1.5B | This page |
| 2024 · index core | 5,484 | $1.6B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Atrius 401(k) Retirement Savings Plan (401(k), $1.6B, 5,484 participants)
Atrius 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Expedia Retirement Savings Plan in WA ($1.5B); by covered participants it is Children's of Alabama 401(k) Plan in AL (5,230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Expedia Retirement Savings Plan (WA) $1.5B · 8,176
- Foley & Lardner LLP Defined Contribution Retirement Plan (WI) $1.5B · 2,113
- Asml US Employees' Savings and Retirement Plan (AZ) $1.5B · 7,369
- Cushman & Wakefield 401(k) Plan (MA) $1.5B · 24,702
Similar participant headcount
Nearest other-state filings by covered participants (5,225 participants); asset peers above are excluded.
- Children's of Alabama 401(k) Plan (AL) 5,230 · 5 off
- Dexcom, Inc. 401(k) Plan (CA) 5,230 · 5 off
- Educational Services, LLC 401(k) Savings Plan (AZ) 5,219 · 6 off
- Educational Services, LLC 401(k) Savings Plan (AZ) 5,219 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.