Other · DOL Form 5500 · 2023
FRASER Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 1,575
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $16,363
- Avg per participant Low balance/head
Official DOL plan name: Fraser 403(b) Retirement Plan · Sponsored by FRASER · Minnesota · Healthcare & Social Assistance
$26M in assets, 1,575 participants
FRASER's Fraser 403(b) Retirement Plan reported $26M in total assets and 1,575 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #14,240 in Healthcare & Social Assistance (17,684 peers)
Where Fraser 403(b) Retirement Plan sits by assets
Fraser 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 1,575 participants (~$16,363/participant), up 21.4% in 2023.
- #14,240
- in Healthcare & Social Assistance (17,684 peers)
- +21.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Fraser 403(b) Retirement Plan's outsized position by total assets
Fraser 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,771,364 Top 23% higher than 77% 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
Fraser 403(b) Retirement 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. Fraser 403(b) Retirement Plan lands in the large band (1,575 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fraser 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Fraser 403(b) Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Fraser 403(b) Retirement Plan reported participants fell from 1,686 in the plan year 2022 filing to 1,575 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 410781858 · FRASER PY 2023 · Other
Fraser 403(b) Retirement Plan · $26M · 1,575 · 77th
- IND $26M
- IND 1,575
- IND 77th
- IND Other
- IND near The Ellis School Defined Contribution Retirement Plan
- IND ind #14240
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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →
Fraser 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $5M |
| Employer EIN | 410781858 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (FRASER)
Sponsor-wide plan assets over time
All FRASER plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 46.947922475695755% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,686 | $21M |
| 2023 | 1 | 1,575 | $26M |
| 2024 | 1 | 1,640 | $31M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $11.2B · 84,098
- Centracare Health System 403(b) Plan $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan $820M · 5,331
- Carpenters & Joiners Defined Contribution Plan $719M · 21,043
- University of St. Thomas Retirement Plan $422M · 2,481
Fraser 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is The Ellis School Defined Contribution Retirement Plan in PA ($26M); by covered participants it is The Eaton Puerto Rico Retirement Savings Plan in TX (1,575 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- The Ellis School Defined Contribution Retirement Plan (PA) $26M · 122
- Center for Applied Linguistics Dcra (DC) $26M · 120
- Orchard School Retirement Plan (IN) $26M · 142
- Samaritan Healthcare & Hospice, Inc. 403(b) Plan (NJ) $26M · 384
Similar participant headcount
Nearest other-state filings by covered participants (1,575 participants); asset peers above are excluded.
- The Eaton Puerto Rico Retirement Savings Plan (TX) 1,575 · 0 off
- Wayne Unc 403(b) Plan (NC) 1,578 · 3 off
- Pacific University Section 403(b) Plan (OR) 1,571 · 4 off
- Ithaca College 403(b) Retirement Plan (NY) 1,569 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.