Money Purchase · DOL Form 5500 · 2023
Thrivent Financial for Lutherans Money Purchase Plan
Data updated 2026-08-25
- $419M
- Total assets Above avg plan size
- 1,896
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $220,944
- Avg per participant Above avg balance/head
Official DOL plan name: Thrivent Capital Accumulation Plan · Sponsored by Thrivent Financial for Lutherans · Minnesota · Finance & Insurance
$419M in assets, 1,896 participants
Thrivent Financial for Lutherans's Thrivent Capital Accumulation Plan reported $419M in total assets and 1,896 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,420 in Finance & Insurance (8,869 peers)
Where Thrivent Capital Accumulation Plan sits by assets
Thrivent Capital Accumulation Plan sits in the top 5% of all filed plans by assets, $419M for 1,896 participants (~$220,944/participant), up 12.8% in 2023.
- #8,420
- in Finance & Insurance (8,869 peers)
- +12.8%
- assets growth YoY
- 4.2×
- vs typical plan assets (national mean)
Thrivent Capital Accumulation Plan's outsized position by total assets
Thrivent Capital Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$418,908,952 Top 3% higher than 97% 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
Thrivent Capital Accumulation Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thrivent Capital Accumulation Plan lands in the large band (1,896 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Thrivent Capital Accumulation Plan reported net income rose from -$73M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Thrivent Capital Accumulation Plan end-of-year assets rose from $372M in the plan year 2022 filing to $419M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 390123480 · Thrivent Financial for Lutherans PY 2023 · Money Purchase
Thrivent Capital Accumulation Plan · $419M · 1,896 · 97th
- ASSETS $419M
- PCT 1,896
- EIN 97th
- RANK Money Purchase
- PHOTO near University of San Francisco Defined Contribution Retirement Plan
- IND ind #8420
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 Finance & Insurance retirement plans → · Plans in Minnesota →
Thrivent Capital Accumulation Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $372M |
|---|---|
| Net Assets (End of Year) | $419M |
| Net Income | $47M |
| Employer EIN | 390123480 |
| Plan Effective Date | 1943-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thrivent Financial for Lutherans)
Sponsor-wide plan assets over time
All Thrivent Financial for Lutherans plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.5B 23.52013686654526% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 12,041 | $2.8B |
| 2023 | 3 | 12,405 | $3.2B |
| 2024 | 3 | 12,856 | $3.5B |
Nearby Money Purchase Plans in Minnesota
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- St. Paul Electrical Construction Workers Supplemental Pension Plan $292M · 3,139
- Boilermakers Lodge 154 Retirement Plan $157M · 7,060
- Central Iowa Carpenters Money Purchase Plan $125M · 1,134
- Be the Match/Nmdp Employer Contribution Plan $102M · 1,587
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan $79M · 4,812
Thrivent Capital Accumulation Plan's out-of-state Money Purchase peers by assets and headcount
Outside Minnesota, the nearest Money Purchase by assets is University of San Francisco Defined Contribution Retirement Plan in CA ($419M); by covered participants it is East Bay Restaurant & Tavern Retirement Plan in CA (1,879 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($419M here).
- University of San Francisco Defined Contribution Retirement Plan (CA) $419M · 1,757
- Annuity Fd of the Electrical Industry of Long Island (NY) $420M · 2,345
- 112/73 Retirement Plan NECA-IBEW (WA) $421M · 5,901
- Skadden Arps Slate Meagher & Flom Retirement Plan (NY) $433M · 324
Similar participant headcount
Nearest other-state filings by covered participants (1,896 participants); asset peers above are excluded.
- East Bay Restaurant & Tavern Retirement Plan (CA) 1,879 · 17 off
- Bergelectric Corporation Money Purchase Pension Plan (CA) 1,913 · 17 off
- Annuity Fund of Wardrobe Attendants Union Local 764 (NY) 1,929 · 33 off
- Electricians Local Union No. 606 Pension-Annuity Fund (TN) 1,863 · 33 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.