Profit Sharing · DOL Form 5500 · 2023

Nuway Alliance Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
375
Participants Below avg headcount
59th
Percentile by assets National rank
$26,733
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance · Sponsored by Nuway Alliance · Minnesota · Healthcare & Social Assistance

$10M in assets, 375 participants

Nuway Alliance's Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance reported $10M in total assets and 375 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,370 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance covers 375 participants in Minnesota, about 33% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.

#11,370
in Healthcare & Social Assistance (17,684 peers)
+44.5%
assets growth YoY

Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance's mid-pack asset rank among Healthcare & Social Assistance and all filers

Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance vs every filed plan by assets

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

$10,024,978 Top 41% higher than 59% 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

Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance 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. Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance sits mid-pack in the medium band (375 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance reported net income rose from $241K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance reported participants rose from 239 in the plan year 2022 filing to 375 in the plan year 2023 filing.
  • Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 842633989 · Nuway Alliance PY 2023 · Profit Sharing

Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance · $10M · 375 · 59th

  • EOY $10M
  • 5500 375
  • ASSETS 59th
  • PCT Profit Sharing
  • EIN near Oakland Zoo 403(b) Plan
  • RANK ind #11370

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 →

Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance in the asset neighbourhood

Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union)Ballet Theatre Foundation, I…$10MVariety Child Learning Center 401(a) Profit Sharing PlanVariety Child Learning Cente…$10MSafe-Harbor 403(b) Thrift Plan for Employees of Nuway AllianceSafe-Harbor 403(b) Thrift Pl…$10MOakland Zoo 403(b) Plan$10MDry Harbor Hrf Inc. Profit Sharing PlanDry Harbor Hrf Inc. Profit S…$10M
End-of-year total assets ($M) among Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN842633989
Plan Effective Date2012-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nuway Alliance)

Sponsor-wide plan assets over time

All Nuway Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$12M 79.05297026591798% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.94M $12.4M ▲ +79.0%
Year Plans Participants Total Assets
2022 1 239 $7M
2023 1 375 $10M
2024 1 341 $12M

Nearby Profit Sharing Plans in Minnesota

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

Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance, Total assets ($B): 0.010024978 · Participants: 375Safe-Harbor 403(b) Thrift Plan for Employees of Nuway AllianceEssentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance side-by-side with 3 peers →

Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Oakland Zoo 403(b) Plan in CA ($10M); by covered participants it is Mini-Circuits Lab Profit Sharing Plan in NY (375 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (375 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 Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance assets move in 2023? ▼
Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance surged - up 44.5% during 2023, from $7M to $10M. Reported net income was $3M.
How have Nuway Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nuway Alliance's sponsor-wide assets grew 79.1%, from $7M to $12M.
Which Profit Sharing plans are similar in size to Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance? ▼
Among Profit Sharing plans in other states, the closest by assets is Oakland Zoo 403(b) Plan in CA ($10M, 346 participants).
Which Profit Sharing plans cover a similar participant headcount to Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mini-Circuits Lab Profit Sharing Plan in NY (375 participants, $22M 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 842633989.

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.