401(k) · DOL Form 5500 · 2023

Atrius Mso, LLC 401(k) Plan

Data updated 2026-08-06

$1.5B
Total assets
5,225
Participants
99th
Percentile by assets
$284,731
Avg per participant
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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.

  • 99th percentile by assets (of 126,618 plans)
  • #17,493 in Healthcare & Social Assistance (17,626 peers)

Coverage in Minnesota

Atrius 401(k) Retirement Savings Plan covers 5,225 participants in Minnesota, 4.5x the typical Minnesota plan (state average ~1,161 per filing). Assets: $1.5B.

$1.5B
total plan assets (2023 EOY)
5,225
covered participants
99th
percentile by assets (of 126,618 plans)
$284,731
avg assets per participant

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.

See the national 2023→2024 release diff →

State
Minnesota
Industry
Healthcare & Social Assistance

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Atrius 401(k) Retirement Savings Plan reports 5,225 participants - 4.5x that state average ($1.5B EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.5B
Net Income$133M
Employer EIN871803974
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atrius Mso, LLC)

$1.3B$1.4B$1.5B$1.6B$1.7B 202220232024 $1.35B $1.61B ▲ +19.3%
Total plan assets by year, all Atrius Mso, LLC plans on file
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.

Atrius 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Atrius 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 0510152025 Total assets ($B) Participants Atrius 401(k) Retire…Unitedhealth Group 4…Target Corporation 4…Medtronic Savings an…3M Voluntary Investm…U.S. Bank 401(k) Sav…
Atrius 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Atrius 401(k) Retirement Savings Plan side-by-side with 3 peers →

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 (0.013% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.006% of 89,805,449 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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Atrius 401(k) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Atrius 401(k) Retirement Savings Plan assets move in 2023? ▼
Atrius 401(k) Retirement Savings Plan grew at a solid clip - up 9.8% during 2023, from $1.4B to $1.5B. Reported net income was $133M.
How have Atrius Mso, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atrius Mso, LLC's sponsor-wide assets grew 19.2%, from $1.4B to $1.6B.
Where does Atrius 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Atrius 401(k) Retirement Savings Plan ranks in the 99th percentile by end-of-year assets among 126,618 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Atrius 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Expedia Retirement Savings Plan in WA ($1.5B, 8,176 participants).

Next read for Atrius 401(k) Retirement Savings Plan

Filing takeaways

Ways to act on Atrius 401(k) Retirement Savings Plan's numbers.

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 871803974.

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.