Profit Sharing · DOL Form 5500 · 2023
University of Northwestern - St. Paul Profit Sharing Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 899
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $73,968
- Avg per participant Below avg balance/head
Official DOL plan name: University of Northwestern - St. Paul 403(b) Plan · Sponsored by University of Northwestern - St. Paul · Minnesota · Educational Services
$66M in assets, 899 participants
University of Northwestern - St. Paul's University of Northwestern - St. Paul 403(b) Plan reported $66M in total assets and 899 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,946 in Educational Services (3,735 peers)
Where University of Northwestern - St. Paul 403(b) Plan sits by assets
University of Northwestern - St. Paul 403(b) Plan sits in the top quartile of all filed plans by assets, $66M for 899 participants (~$73,968/participant), up 8.5% in 2023.
- #2,946
- in Educational Services (3,735 peers)
- +8.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
University of Northwestern - St. Paul 403(b) Plan's outsized position by total assets
University of Northwestern - St. Paul 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$66,497,503 Top 12% higher than 88% 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
University of Northwestern - St. Paul 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. University of Northwestern - St. Paul 403(b) Plan sits mid-pack in the medium band (899 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Northwestern - St. Paul 403(b) Plan reported net income rose from -$14M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- University of Northwestern - St. Paul 403(b) Plan end-of-year assets rose from $61M in the plan year 2022 filing to $66M in the plan year 2023 filing.
- University of Northwestern - St. Paul 403(b) Plan reported participants rose from 883 in the plan year 2022 filing to 899 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 410711610 · University of Northwestern - St. Paul PY 2023 · Profit Sharing
University of Northwestern - St. Paul 403(b) Plan · $66M · 899 · 88th
- BOY $66M
- BOY 899
- BOY 88th
- BOY Profit Sharing
- BOY near Medical Card System Savings Plan
- BOY ind #2946
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 →
University of Northwestern - St. Paul 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $5M |
| Employer EIN | 410711610 |
| Plan Effective Date | 1982-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Northwestern - St. Paul)
Sponsor-wide plan assets over time
All University of Northwestern - St. Paul plans reported in each filing year
- Latest sponsor-wide plan assets
- $70M 13.43333735632365% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 883 | $61M |
| 2023 | 1 | 899 | $66M |
| 2024 | 1 | 859 | $70M |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Essentia Health Retirement Plan $1.9B · 15,491
- Pipe Trades Services Mn Pension Supplement Fund $1.6B · 6,062
- Allina 403(b) Retirement Savings Plan $906M · 9,417
- Fairview Health Services Pension Plan $610M · 4,828
- Cargill Employee Retirement Account Plan $511M · 19,870
University of Northwestern - St. Paul 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Medical Card System Savings Plan in PR ($67M); by covered participants it is California Thoroughbred Trainers Backstretch Employees' Retirement Savings Pension Plan in CA (901 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Medical Card System Savings Plan (PR) $67M · 2,205
- New Visions for Public Schools 403(b) Plan (NY) $67M · 719
- Ulps Employee Savings Plan (TN) $67M · 237
- Ohio Valley Plumbers and Pipefitters Security Plan (OH) $67M · 538
Similar participant headcount
Nearest other-state filings by covered participants (899 participants); asset peers above are excluded.
- California Thoroughbred Trainers Backstretch Employees' Retirement Savings Pension Plan (CA) 901 · 2 off
- Bay Cove Human Services, Inc. 403(b) Savings and Retirement Plan (MA) 902 · 3 off
- Northeastern Pennsylvania Health Corporation 401(a) Plan (PA) 895 · 4 off
- Trinity Services Inc. Employees Retirement Plan (IL) 903 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.