401(k) · DOL Form 5500 · 2023

Saint Paul & Minnesota Foundation 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
72
Participants Small participant base
71st
Percentile by assets National rank
$251,345
Avg per participant Above avg balance/head
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Official DOL plan name: Saint Paul & Minnesota Foundation Retirement & Savings Plan · Sponsored by Saint Paul & Minnesota Foundation · Minnesota · Other Services

$18M in assets, 72 participants

Saint Paul & Minnesota Foundation's Saint Paul & Minnesota Foundation Retirement & Savings Plan reported $18M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,596 in Other Services (7,857 peers)

Saint Paul & Minnesota Foundation multi-year trail

Saint Paul & Minnesota Foundation's plans moved +44.6% in assets from 2022 to 2024; this filing shows Saint Paul & Minnesota Foundation Retirement & Savings Plan at $18M / 72 participants.

#6,596
in Other Services (7,857 peers)
+26.7%
assets growth YoY

Saint Paul & Minnesota Foundation Retirement & Savings Plan's outsized position by total assets

Saint Paul & Minnesota Foundation Retirement & Savings Plan vs every filed plan by assets

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

$18,096,865 Top 29% higher than 71% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Saint Paul & Minnesota Foundation Retirement & Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Paul & Minnesota Foundation Retirement & Savings Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saint Paul & Minnesota Foundation Retirement & Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Saint Paul & Minnesota Foundation Retirement & Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Saint Paul & Minnesota Foundation Retirement & Savings Plan reported participants rose from 70 in the plan year 2022 filing to 72 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 416031510 · Saint Paul & Minnesota Foundation PY 2023 · 401(k)

Saint Paul & Minnesota Foundation Retirement & Savings Plan · $18M · 72 · 71st

  • ASSETS $18M
  • PCT 72
  • EIN 71st
  • RANK 401(k)
  • PHOTO near Wra, Inc. 401(k) Plan
  • IND ind #6596

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 Other Services retirement plans → · Plans in Minnesota →

Saint Paul & Minnesota Foundation Retirement & Savings Plan in the asset neighbourhood

Saint Paul & Minnesota Foundation Retirement & Savings PlanSaint Paul & Minnesota Found…$18MWra, Inc. 401(k) Plan$18MConnex Credit Union, Inc. 401(k) Plan and TrustConnex Credit Union, Inc. 40…$18MThe Apparel Group, Ltd. Employee Savings and Protection PlanThe Apparel Group, Ltd. Empl…$18MInnotec Employee 401(k) Profit Sharing PlanInnotec Employee 401(k) Prof…$18M
End-of-year total assets ($M) among Saint Paul & Minnesota Foundation Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Saint Paul & Minnesota Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Saint Paul & Minnesota Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$21M 44.5745132057141% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.3M $20.6M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 70 $14M
2023 1 72 $18M
2024 1 74 $21M

Saint Paul & Minnesota Foundation filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN416031510
Plan Effective Date1985-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Saint Paul & Minnesota Foundation Retirement & Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Saint Paul & Minnesota Foundation Retirement & Savings Plan, Total assets ($B): 0.018096865 · Participants: 72Saint Paul & Minnesota Foundation Retirement & Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Saint Paul & Minnesota Foundation Retirement & Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Saint Paul & Minnesota Foundation Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Wra, Inc. 401(k) Plan in CA ($18M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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.

Frequently Asked Questions

How did Saint Paul & Minnesota Foundation Retirement & Savings Plan assets move in 2023?
Saint Paul & Minnesota Foundation Retirement & Savings Plan grew sharply - up 26.7% during 2023, from $14M to $18M. Reported net income was $4M.
How have Saint Paul & Minnesota Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Saint Paul & Minnesota Foundation's sponsor-wide assets grew 44.6%, from $14M to $21M.
Which 401(k) plans are similar in size to Saint Paul & Minnesota Foundation Retirement & Savings Plan?
Among 401(k) plans in other states, the closest by assets is Wra, Inc. 401(k) Plan in CA ($18M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Saint Paul & Minnesota Foundation Retirement & Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Gryphon Healthcare 401(k) Plan in TX (72 participants, N/A in assets).