Other · DOL Form 5500 · 2023
Arrowhead Economic Opportunity Agency, Incorporated Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 340
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $50,529
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated · Sponsored by Arrowhead Economic Opportunity Agency, Incorporated · Minnesota · Healthcare & Social Assistance
$17M in assets, 340 participants
Arrowhead Economic Opportunity Agency, Incorporated's 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated reported $17M in total assets and 340 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #13,182 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated covers 340 participants in Minnesota, about 30% of the average Minnesota filer (state average ~1,126 per filing). Assets: $17M.
- #13,182
- in Healthcare & Social Assistance (17,684 peers)
- +8.0%
- assets growth YoY
403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated's outsized position by total assets
403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,179,892 Top 30% higher than 70% 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
403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated 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. 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated sits mid-pack in the medium band (340 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated reported participants fell from 366 in the plan year 2022 filing to 340 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 416052144 · Arrowhead Economic Opportunity Agency, Incorporated PY 2023 · Other
403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated · $17M · 340 · 70th
- ASSETS $17M
- PCT 340
- EIN 70th
- RANK Other
- PHOTO near National Outdoor Leadership School Tax Sheltered Annuity Plan
- IND ind #13182
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 →
403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 416052144 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arrowhead Economic Opportunity Agency, Incorporated)
Sponsor-wide plan assets over time
All Arrowhead Economic Opportunity Agency, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 18.974018212538905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 366 | $16M |
| 2023 | 1 | 340 | $17M |
| 2024 | 1 | 443 | $19M |
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
403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is National Outdoor Leadership School Tax Sheltered Annuity Plan in WY ($17M); by covered participants it is Jacksonville Zoo Retirement Plan in FL (340 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (340 participants); asset peers above are excluded.
- Jacksonville Zoo Retirement Plan (FL) 340 · 0 off
- The Trust for Public Land Tax-Deferred Retirement Plan (CA) 340 · 0 off
- Area Agency on Aging of Southeast Arkansas Retirement Plan (AR) 340 · 0 off
- Seton Hill University 403(b) Plan (PA) 340 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.