Defined Benefit (Pension) · DOL Form 5500 · 2023

Dorsey & Whitney LLP Pension Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
204
Participants Below avg headcount
90th
Percentile by assets National rank
$416,026
Avg per participant High balance/head
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Official DOL plan name: Dorsey & Whitney LLP Cash Balance Plan · Sponsored by Dorsey & Whitney LLP · Minnesota · Professional & Technical Services

$85M in assets, 204 participants

Dorsey & Whitney LLP's Dorsey & Whitney LLP Cash Balance Plan reported $85M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,556 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Dorsey & Whitney LLP Cash Balance Plan covers 204 participants in Minnesota, about 18% of the average Minnesota filer (state average ~1,126 per filing). Assets: $85M.

#18,556
in Professional & Technical Services (20,321 peers)
+28.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Dorsey & Whitney LLP Cash Balance Plan's outsized position by total assets

Dorsey & Whitney LLP Cash Balance Plan vs every filed plan by assets

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

$84,869,288 Top 10% higher than 90% 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

Dorsey & Whitney LLP Cash Balance 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. Dorsey & Whitney LLP Cash Balance Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dorsey & Whitney LLP Cash Balance Plan reported net income rose from -$3M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Dorsey & Whitney LLP Cash Balance Plan end-of-year assets rose from $66M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • Dorsey & Whitney LLP Cash Balance Plan reported participants fell from 213 in the plan year 2022 filing to 204 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410223337 · Dorsey & Whitney LLP PY 2023 · Defined Benefit (Pension)

Dorsey & Whitney LLP Cash Balance Plan · $85M · 204 · 90th

  • RANK $85M
  • RANK 204
  • RANK 90th
  • RANK Defined Benefit (Pension)
  • RANK near Pension Plan for Employees of Carl Zeiss, Inc.
  • RANK ind #18556

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Dorsey & Whitney LLP Cash Balance Plan in the asset neighbourhood

International Union, United Mine Workers of America Pension PlanInternational Union, United …$85MPension Plan for Employees of Carl Zeiss, Inc.Pension Plan for Employees o…$85MDorsey & Whitney LLP Cash Balance PlanDorsey & Whitney LLP Cash Ba…$85MPlumbers and Steamfitters Local 60 Pension FundPlumbers and Steamfitters Lo…$85MBelden Pension Plan$85M
End-of-year total assets ($M) among Dorsey & Whitney LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$85M
Net Income$19M
Employer EIN410223337
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dorsey & Whitney LLP)

Sponsor-wide plan assets over time

All Dorsey & Whitney LLP plans reported in each filing year

Latest sponsor-wide plan assets
$778M 23.792283869835742% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $628M $778M ▲ +23.8%
Year Plans Participants Total Assets
2022 3 1,268 $628M
2023 3 1,300 $723M
2024 3 1,343 $778M

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Dorsey & Whitney LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Dorsey & Whitney LLP Cash Balance Plan, Total assets ($B): 0.084869288 · Participants: 204Dorsey & Whitney LLP Cash Balance Plan3M Employee Retirement Income Plan, Total assets ($B): 14.281991028 · Participants: 106383M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 11.032936702 · Participants: 69155Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.150985971 · Participants: 24884The Travelers Pension PlanGeneral Mills Pension Plan I, Total assets ($B): 3.991064596 · Participants: 383General Mills Pension Plan IU.S. Bank Pension Plan, Total assets ($B): 3.969502742 · Participants: 56287U.S. Bank Pension Plan
Dorsey & Whitney LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Dorsey & Whitney LLP Cash Balance Plan side-by-side with 3 peers →

Dorsey & Whitney LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Carl Zeiss, Inc. in NY ($85M); by covered participants it is Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund in MI (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Dorsey & Whitney LLP Cash Balance Plan assets move in 2023? ▼
Dorsey & Whitney LLP Cash Balance Plan grew sharply - up 28.5% during 2023, from $66M to $85M. Reported net income was $19M.
How have Dorsey & Whitney LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dorsey & Whitney LLP's sponsor-wide assets grew 23.8%, from $628M to $778M.
Where does Dorsey & Whitney LLP Cash Balance Plan rank by assets among Form 5500 filers? ▼
Dorsey & Whitney LLP Cash Balance Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Dorsey & Whitney LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Carl Zeiss, Inc. in NY ($85M, 114 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dorsey & Whitney LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund in MI (204 participants, $49M 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 410223337.

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.