Other · DOL Form 5500 · 2023

Arrowhead Economic Opportunity Agency, Incorporated Retirement Plan

Data updated 2026-08-11

$17M
Total assets
340
Participants
70th
Percentile by assets
$50,529
Avg per participant
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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.

  • 70th percentile by assets (of 127,072 plans)
  • #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.

$17M
total plan assets (2023 EOY)
340
covered participants
70th
percentile by assets (of 127,072 plans)
$50,529
avg assets per participant

Where 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated sits 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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

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.

See the national 2022→2023 release diff →

State
Minnesota
Industry
Healthcare & Social Assistance

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated reports 340 participants - about 30% of that state average ($17M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN416052144
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arrowhead Economic Opportunity Agency, Incorporated)

$15M$16M$17M$18M$19M$20M 202220232024 $15.9M $18.9M ▲ +19.0%
Total plan assets by year, all Arrowhead Economic Opportunity Agency, Incorporated plans on file
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.

403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan o…, Total assets ($B): 0.017179892 · Participants: 340403(b) Thrift Plan o…Mayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health Sy…, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health Sy…Childrens Hospitals …, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals …Carpenters & Joiners…, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners…University of St. Th…, Total assets ($B): 0.4224871 · Participants: 2481University of St. Th…
403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated vs. nearby Other plans in Minnesota, assets vs. participants
Compare 403(b) Thrift Plan of Arrowhead Economic… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated by total assets, not by location.

Frequently Asked Questions

How did 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated assets move in 2023? ▼
403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated grew at a solid clip - up 8.0% during 2023, from $16M to $17M. Reported net income was $1M.
How have Arrowhead Economic Opportunity Agency, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arrowhead Economic Opportunity Agency, Incorporated's sponsor-wide assets grew 19.0%, from $16M to $19M.
Which Other plans are similar in size to 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated? ▼
Among Other plans in other states, the closest by assets is National Outdoor Leadership School Tax Sheltered Annuity Plan in WY ($17M, 986 participants).

Next read for 403(b) Thrift Plan of Arrowhead Economic…

Filing takeaways

Ways to act on 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated'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 416052144.

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.