Other · DOL Form 5500 · 2023
ACCORD Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 435
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $25,438
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Accord · Sponsored by ACCORD · Minnesota · Healthcare & Social Assistance
$11M in assets, 435 participants
ACCORD's 403(b) Thrift Plan of Accord reported $11M in total assets and 435 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #11,716 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
403(b) Thrift Plan of Accord covers 435 participants in Minnesota, about 39% of the average Minnesota filer (state average ~1,126 per filing). Assets: $11M.
- #11,716
- in Healthcare & Social Assistance (17,684 peers)
- +8.7%
- assets growth YoY
403(b) Thrift Plan of Accord's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Accord vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,065,547 Top 39% higher than 61% 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 Accord 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 Accord sits mid-pack in the medium band (435 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Accord reported net income rose from -$3M in the plan year 2022 filing to $889K in the plan year 2023 filing.
- 403(b) Thrift Plan of Accord reported participants rose from 194 in the plan year 2022 filing to 435 in the plan year 2023 filing.
- 403(b) Thrift Plan of Accord end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 410972546 · ACCORD PY 2023 · Other
403(b) Thrift Plan of Accord · $11M · 435 · 61st
- IND $11M
- EOY 435
- 5500 61st
- ASSETS Other
- PCT near Hostelling International USA Retirement Plan
- EIN ind #11716
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 Accord in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $889K |
| Employer EIN | 410972546 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ACCORD)
Sponsor-wide plan assets over time
All ACCORD plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 11.038506725027936% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $10M |
| 2023 | 1 | 435 | $11M |
| 2024 | 1 | 468 | $9M |
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 Accord's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Hostelling International USA Retirement Plan in MD ($11M); by covered participants it is Elder Care Alliance 403 (B) Retirement Savings Plan in CA (435 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (435 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.