Other · DOL Form 5500 · 2023
Augsburg University Retirement Plan
Data updated 2026-08-25
- $144M
- Total assets Near avg plan size
- 703
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $205,243
- Avg per participant Above avg balance/head
Official DOL plan name: Augsburg University Defined Contribution Retirement Plan · Sponsored by Augsburg University · Minnesota · Educational Services
$144M in assets, 703 participants
Augsburg University's Augsburg University Defined Contribution Retirement Plan reported $144M in total assets and 703 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,312 in Educational Services (3,735 peers)
Where Augsburg University Defined Contribution Retirement Plan sits by assets
Augsburg University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $144M for 703 participants (~$205,243/participant), up 12.7% in 2023.
- #3,312
- in Educational Services (3,735 peers)
- +12.7%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Augsburg University Defined Contribution Retirement Plan's outsized position by total assets
Augsburg University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$144,286,015 Top 7% higher than 93% 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
Augsburg University Defined Contribution Retirement 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. Augsburg University Defined Contribution Retirement Plan sits mid-pack in the medium band (703 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Augsburg University Defined Contribution Retirement Plan reported net income rose from -$23M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Augsburg University Defined Contribution Retirement Plan end-of-year assets rose from $128M in the plan year 2022 filing to $144M in the plan year 2023 filing.
- Augsburg University Defined Contribution Retirement Plan reported participants fell from 726 in the plan year 2022 filing to 703 in the plan year 2023 filing.
DOL schedule card
Filing strip 410694721 · Augsburg University PY 2023 · Other
Augsburg University Defined Contribution Retirement Plan · $144M · 703 · 93rd
- PCT $144M
- EIN 703
- RANK 93rd
- PHOTO Other
- IND near 403(b) Retirement Plan of Lawrence General Hospital
- EOY ind #3312
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 Educational Services retirement plans → · Plans in Minnesota →
Augsburg University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $128M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | $16M |
| Employer EIN | 410694721 |
| Plan Effective Date | 1962-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Augsburg University)
Sponsor-wide plan assets over time
All Augsburg University plans reported in each filing year
- Latest sponsor-wide plan assets
- $149M 16.741930989639446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 726 | $128M |
| 2023 | 1 | 703 | $144M |
| 2024 | 1 | 698 | $149M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $11.2B · 84,098
- Centracare Health System 403(b) Plan $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan $820M · 5,331
- Carpenters & Joiners Defined Contribution Plan $719M · 21,043
- University of St. Thomas Retirement Plan $422M · 2,481
Augsburg University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is 403(b) Retirement Plan of Lawrence General Hospital in MA ($144M); by covered participants it is North County Health Project, Inc. 403(b) Plan in CA (702 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($144M here).
- 403(b) Retirement Plan of Lawrence General Hospital (MA) $144M · 2,001
- Allegheny College Defined Contribution Retirement Plan (PA) $144M · 362
- The Cooper Union Defined Contribution Retirement Plan (NY) $145M · 296
- Milton Academy Retirement Plan (MA) $145M · 401
Similar participant headcount
Nearest other-state filings by covered participants (703 participants); asset peers above are excluded.
- North County Health Project, Inc. 403(b) Plan (CA) 702 · 1 off
- 403(b) Thrift Plan for Neighborcare Health (WA) 702 · 1 off
- Morehouse College Defined Contribution Plan (GA) 701 · 2 off
- Sunny Glen Children's Home 403(b) Plan (TX) 706 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.