401(k) · DOL Form 5500 · 2023
Bremer Financial Corporation 401(k) Plan
Data updated 2026-08-25
- $334M
- Total assets Above avg plan size
- 1,436
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $232,497
- Avg per participant Above avg balance/head
Official DOL plan name: Bremer 401(k) Plan · Sponsored by Bremer Financial Corporation · Minnesota · Finance & Insurance
$334M in assets, 1,436 participants
Bremer Financial Corporation's Bremer 401(k) Plan reported $334M in total assets and 1,436 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,346 in Finance & Insurance (8,869 peers)
Where Bremer 401(k) Plan sits by assets
Bremer 401(k) Plan sits in the top 5% of all filed plans by assets, $334M for 1,436 participants (~$232,497/participant), up 12.6% in 2023.
- #8,346
- in Finance & Insurance (8,869 peers)
- +12.6%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Bremer 401(k) Plan's outsized position by total assets
Bremer 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$333,865,423 Top 4% higher than 96% 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
Bremer 401(k) 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. Bremer 401(k) Plan lands in the large band (1,436 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bremer 401(k) Plan reported net income rose from -$45M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Bremer 401(k) Plan end-of-year assets rose from $297M in the plan year 2022 filing to $334M in the plan year 2023 filing.
- Bremer 401(k) Plan reported participants fell from 1,561 in the plan year 2022 filing to 1,436 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 410715583 · Bremer Financial Corporation PY 2023 · 401(k)
Bremer 401(k) Plan · $334M · 1,436 · 96th
- NET $334M
- BOOK 1,436
- VS-ST 96th
- BOY 401(k)
- SCH near Global Infrastructure Savings Plan
- EBSA ind #8346
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 →
Bremer 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $297M |
|---|---|
| Net Assets (End of Year) | $334M |
| Net Income | $37M |
| Employer EIN | 410715583 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bremer Financial Corporation)
Sponsor-wide plan assets over time
All Bremer Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $699M 10.018525119425716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,468 | $635M |
| 2023 | 3 | 4,234 | $692M |
| 2024 | 3 | 4,217 | $699M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Bremer 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Global Infrastructure Savings Plan in CA ($334M); by covered participants it is Cheniere Retirement Plan in TX (1,436 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($334M here).
- Global Infrastructure Savings Plan (CA) $334M · 959
- Oasis 401(k) Plan (MA) $334M · 1,934
- Fisher & Phillips LLP Savings and Profit Sharing Plan (GA) $334M · 1,050
- Big Lots Savings Plan (OH) $334M · 23,821
Similar participant headcount
Nearest other-state filings by covered participants (1,436 participants); asset peers above are excluded.
- Cheniere Retirement Plan (TX) 1,436 · 0 off
- Jackson Lewis P.C. Retirement Savings Plan (NY) 1,436 · 0 off
- Hays U.S. Corporation 401(k) Plan (FL) 1,436 · 0 off
- Kent Companies, Inc. Profit Sharing and 401(k) Savings Plan (MI) 1,436 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.