401(k) · DOL Form 5500 · 2023

Minnesota Orchestral Association 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 276
Participants Below avg headcount: 63rd
Percentile by assets National rank: $45,410
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Minnesota Orchestral Association Defined Contribution Retirement Plan · Sponsored by Minnesota Orchestral Association · Minnesota · Arts, Entertainment & Recreation

$13M in assets, 276 participants

Minnesota Orchestral Association's Minnesota Orchestral Association Defined Contribution Retirement Plan reported $13M in total assets and 276 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

#2,284 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Minnesota

Minnesota Orchestral Association Defined Contribution Retirement Plan covers 276 participants in Minnesota, about 25% of the average Minnesota filer (state average ~1,126 per filing). Assets: $13M.

#2,284
in Arts, Entertainment & Recreation (2,945 peers): +23.0%
assets growth YoY

Minnesota Orchestral Association Defined Contribution Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Minnesota Orchestral Association Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,533,226 Top 37% higher than 63% 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

Minnesota Orchestral Association Defined Contribution Retirement Plan 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. Minnesota Orchestral Association Defined Contribution Retirement Plan sits mid-pack in the medium band (276 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Minnesota Orchestral Association Defined Contribution Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Minnesota Orchestral Association Defined Contribution Retirement Plan reported participants rose from 220 in the plan year 2022 filing to 276 in the plan year 2023 filing.
Minnesota Orchestral Association Defined Contribution Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 410693875 · Minnesota Orchestral Association PY 2023 · 401(k)

Minnesota Orchestral Association Defined Contribution Retirement Plan · $13M · 276 · 63rd

NET $13M
BOOK 276
VS-ST 63rd
BOY 401(k)
SCH near Newquest Properties 401(k) Profit Sharing Plan
EBSA ind #2284

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 Arts, Entertainment & Recreation retirement plans → · Plans in Minnesota →

End-of-year total assets ($M) among Minnesota Orchestral Association Defined Contribution Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$13M
Net Income	$2M
Employer EIN	410693875
Plan Effective Date	1991-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Minnesota Orchestral Association)

Latest sponsor-wide plan assets: $20M 18.743444742495154% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	254	$17M
2023	2	278	$19M
2024	2	258	$20M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Minnesota Orchestral Association Defined Contribution Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

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

Compare Minnesota Orchestral Association Defined Contribution Retirement Plan side-by-side with 3 peers →

Minnesota Orchestral Association Defined Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Newquest Properties 401(k) Profit Sharing Plan in TX ($13M); by covered participants it is Deciphera 401(k) Plan in MA (276 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Newquest Properties 401(k) Profit Sharing Plan (TX) $13M · 96
Well Care Home Health Care Retirement Savings Plan (NC) $13M · 593
Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan (NY) $13M · 209
Power Specialists Assoc., Inc. 401(k) Retirement Plan (CT) $13M · 62

Similar participant headcount

Nearest other-state filings by covered participants (276 participants); asset peers above are excluded.

Deciphera 401(k) Plan (MA) 276 · 0 off
Sojern, Inc. 401(k) Plan (NE) 276 · 0 off
Rydell 401(k) Plan (ND) 276 · 0 off
Refined Technologies 401(k) Plan (TX) 276 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Minnesota Orchestral Association Defined Contribution Retirement Plan assets move in 2023? ▼

Minnesota Orchestral Association Defined Contribution Retirement Plan grew sharply - up 23.0% during 2023, from $10M to $13M. Reported net income was $2M.

How have Minnesota Orchestral Association plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Minnesota Orchestral Association's sponsor-wide assets grew 18.7%, from $17M to $20M.

Which 401(k) plans are similar in size to Minnesota Orchestral Association Defined Contribution Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Newquest Properties 401(k) Profit Sharing Plan in TX ($13M, 96 participants).

Which 401(k) plans cover a similar participant headcount to Minnesota Orchestral Association Defined Contribution Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Deciphera 401(k) Plan in MA (276 participants, $45M in assets).

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 410693875.