Other · DOL Form 5500 · 2023

Center for Energy and Environment Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
177
Participants Small participant base
69th
Percentile by assets National rank
$94,766
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Center for Energy and Environment Tax Deferred Annuity Plan · Sponsored by Center for Energy and Environment · Minnesota · Other Services

$17M in assets, 177 participants

Center for Energy and Environment's Center for Energy and Environment Tax Deferred Annuity Plan reported $17M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,525 in Other Services (7,857 peers)

Coverage in Minnesota

Center for Energy and Environment Tax Deferred Annuity Plan covers 177 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $17M.

#6,525
in Other Services (7,857 peers)
+15.1%
assets growth YoY

Center for Energy and Environment Tax Deferred Annuity Plan's outsized position by total assets

Center for Energy and Environment Tax Deferred Annuity Plan vs every filed plan by assets

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

$16,773,541 Top 31% higher than 69% 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

Center for Energy and Environment Tax Deferred Annuity 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. Center for Energy and Environment Tax Deferred Annuity Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Center for Energy and Environment Tax Deferred Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Center for Energy and Environment Tax Deferred Annuity Plan reported participants rose from 151 in the plan year 2022 filing to 177 in the plan year 2023 filing.
  • Center for Energy and Environment Tax Deferred Annuity Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411647799 · Center for Energy and Environment PY 2023 · Other

Center for Energy and Environment Tax Deferred Annuity Plan · $17M · 177 · 69th

  • BOY $17M
  • BOY 177
  • BOY 69th
  • BOY Other
  • BOY near Calumet College of Saint Joseph 403(b) DC Plan
  • BOY ind #6525

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 →

Center for Energy and Environment Tax Deferred Annuity Plan in the asset neighbourhood

Brescia University, Inc. Retirement PlanBrescia University, Inc. Ret…$17M403(b) Thrift Plan for Employees of American Kidney Fund, Inc.403(b) Thrift Plan for Emplo…$17MCenter for Energy and Environment Tax Deferred Annuity PlanCenter for Energy and Enviro…$17MCalumet College of Saint Joseph 403(b) DC PlanCalumet College of Saint Jos…$17MCeom Stock Bonus Plan and TrustCeom Stock Bonus Plan and Tr…$17M
End-of-year total assets ($M) among Center for Energy and Environment Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN411647799
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Center for Energy and Environment)

Sponsor-wide plan assets over time

All Center for Energy and Environment plans reported in each filing year

Latest sponsor-wide plan assets
$31M 16.501245792530764% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.7M $31.1M ▲ +16.5%
Year Plans Participants Total Assets
2022 2 276 $27M
2023 2 306 $32M
2024 2 362 $31M

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

Center for Energy and Environment Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Center for Energy and Environment Tax Deferred Annuity Plan, Total assets ($B): 0.016773541 · Participants: 177Center for Energy and Environment Tax Deferred Annuity PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
Center for Energy and Environment Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Center for Energy and Environment Tax Deferred Annuity Plan side-by-side with 3 peers →

Center for Energy and Environment Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Calumet College of Saint Joseph 403(b) DC Plan in IN ($17M); by covered participants it is The Blood Center 403(b) Retirement Savings Plan in LA (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Center for Energy and Environment Tax Deferred Annuity Plan assets move in 2023? ▼
Center for Energy and Environment Tax Deferred Annuity Plan grew sharply - up 15.1% during 2023, from $15M to $17M. Reported net income was $2M.
How have Center for Energy and Environment plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Center for Energy and Environment's sponsor-wide assets grew 16.5%, from $27M to $31M.
Which Other plans are similar in size to Center for Energy and Environment Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Calumet College of Saint Joseph 403(b) DC Plan in IN ($17M, 241 participants).
Which Other plans cover a similar participant headcount to Center for Energy and Environment Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Blood Center 403(b) Retirement Savings Plan in LA (177 participants, $6M 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 411647799.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.