Defined Benefit (Pension) · DOL Form 5500 · 2023
Munson Lakes Nutrition LLC Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $343,907
- Avg per participant High balance/head
Official DOL plan name: Munson Lakes Pension Plan · Sponsored by Munson Lakes Nutrition LLC · Minnesota · Manufacturing
$3M in assets, 8 participants
Munson Lakes Nutrition LLC's Munson Lakes Pension Plan reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #3,407 in Manufacturing (18,722 peers)
What the 2023 filing shows
Munson Lakes Pension Plan holds $3M for 8 participants - about $343,907 per participant, in the lower half of filed plans by assets.
- #3,407
- in Manufacturing (18,722 peers)
- +5.5%
- assets growth YoY
Munson Lakes Pension Plan's mid-pack asset rank among Manufacturing and all filers
Munson Lakes Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,751,256 34th percentile higher than 34% 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
Munson Lakes Pension Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Munson Lakes Pension Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Munson Lakes Pension Plan reported net income rose from -$897K in the plan year 2022 filing to $143K in the plan year 2023 filing.
- Munson Lakes Pension Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.
- Munson Lakes Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 411840501 · Munson Lakes Nutrition LLC PY 2023 · Defined Benefit (Pension)
Munson Lakes Pension Plan · $3M · 8 · 34th
- BOY $3M
- BOY 8
- BOY 34th
- BOY Defined Benefit (Pension)
- BOY near Angola Wire Pension Trust
- BOY ind #3407
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 Manufacturing retirement plans → · Plans in Minnesota →
Munson Lakes Pension Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $143K |
| Employer EIN | 411840501 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Munson Lakes Nutrition LLC)
Sponsor-wide plan assets over time
All Munson Lakes Nutrition LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 4.0663738461373296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $3M |
| 2023 | 1 | 8 | $3M |
| 2024 | 1 | 8 | $3M |
Nearby Defined Benefit (Pension) Plans in Minnesota
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 3M Employee Retirement Income Plan $14.3B · 10,638
- Mayo Pension Plan $11.0B · 69,155
- The Travelers Pension Plan $4.2B · 24,884
- General Mills Pension Plan I $4.0B · 383
- U.S. Bank Pension Plan $4.0B · 56,287
Munson Lakes Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Angola Wire Pension Trust in IN ($3M); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
- R. Ward & Associates, Inc. Cash Balance Plan (MO) 8 · 0 off
- Anna Lu Dmd Apc Cash Balance Plan (CA) 8 · 0 off
- Mbm-Cfius Church Plan (NY) 8 · 0 off
- Perrarus Group LLC Defined Benefit Pension Plan (CA) 8 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.