401(k) · DOL Form 5500 · 2023

Messerli & Kramer, P.a. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
266
Participants Below avg headcount
84th
Percentile by assets National rank
$159,487
Avg per participant Above avg balance/head
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Official DOL plan name: Messerli & Kramer, P.a. Savings & Retirement Plan · Sponsored by Messerli & Kramer, P.a. · Minnesota · Professional & Technical Services

$42M in assets, 266 participants

Messerli & Kramer, P.a.'s Messerli & Kramer, P.a. Savings & Retirement Plan reported $42M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,209 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Messerli & Kramer, P.a. Savings & Retirement Plan covers 266 participants in Minnesota, about 24% of the average Minnesota filer (state average ~1,126 per filing). Assets: $42M.

#17,209
in Professional & Technical Services (20,321 peers)
+17.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Messerli & Kramer, P.a. Savings & Retirement Plan's outsized position by total assets

Messerli & Kramer, P.a. Savings & Retirement Plan vs every filed plan by assets

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

$42,423,425 Top 16% higher than 84% 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

Messerli & Kramer, P.a. Savings & Retirement 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. Messerli & Kramer, P.a. Savings & Retirement Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Messerli & Kramer, P.a. Savings & Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Messerli & Kramer, P.a. Savings & Retirement Plan end-of-year assets rose from $36M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Messerli & Kramer, P.a. Savings & Retirement Plan reported participants fell from 272 in the plan year 2022 filing to 266 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411767334 · Messerli & Kramer, P.a. PY 2023 · 401(k)

Messerli & Kramer, P.a. Savings & Retirement Plan · $42M · 266 · 84th

  • VS-ST $42M
  • VS-ST 266
  • VS-ST 84th
  • VS-ST 401(k)
  • VS-ST near Cws Savings Plan (401(k))
  • VS-ST ind #17209

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 →

Messerli & Kramer, P.a. Savings & Retirement Plan in the asset neighbourhood

Cws Savings Plan (401(k))$42MMesserli & Kramer, P.a. Savings & Retirement PlanMesserli & Kramer, P.a. Savi…$42MThumbtack, Inc 401(k) Plan$42MApex Analytix 401(k) Profit Sharing PlanApex Analytix 401(k) Profit …$42MConcordance Healthcare Solutions 401(k) Retirement PlanConcordance Healthcare Solut…$42M
End-of-year total assets ($M) among Messerli & Kramer, P.a. Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$42M
Net Income$6M
Employer EIN411767334
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Messerli & Kramer, P.a.)

Sponsor-wide plan assets over time

All Messerli & Kramer, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 27.603763290277016% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36M $45.9M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 272 $36M
2023 1 266 $42M
2024 1 251 $46M

Nearby 401(k) Plans in Minnesota

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

Messerli & Kramer, P.a. Savings & Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Messerli & Kramer, P.a. Savings & Retirement Plan, Total assets ($B): 0.042423425 · Participants: 266Messerli & Kramer, P.a. Savings & Retirement 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
Messerli & Kramer, P.a. Savings & Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Messerli & Kramer, P.a. Savings & Retirement Plan side-by-side with 3 peers →

Messerli & Kramer, P.a. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Cws Savings Plan (401(k)) in TX ($42M); by covered participants it is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Messerli & Kramer, P.a. Savings & Retirement Plan assets move in 2023? ▼
Messerli & Kramer, P.a. Savings & Retirement Plan grew sharply - up 17.8% during 2023, from $36M to $42M. Reported net income was $6M.
How have Messerli & Kramer, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Messerli & Kramer, P.a.'s sponsor-wide assets grew 27.6%, from $36M to $46M.
Where does Messerli & Kramer, P.a. Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Messerli & Kramer, P.a. Savings & Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Messerli & Kramer, P.a. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cws Savings Plan (401(k)) in TX ($42M, 840 participants).
Which 401(k) plans cover a similar participant headcount to Messerli & Kramer, P.a. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants, N/A 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 411767334.

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.