Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund Pension Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
1,662
Participants Near avg headcount
93rd
Percentile by assets National rank
$78,527
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Northern Mn-Wi Area Retail Clerks Pension Fund · Sponsored by Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund · Minnesota · Retail Trade

$131M in assets, 1,662 participants

Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund's Northern Mn-Wi Area Retail Clerks Pension Fund reported $131M in total assets and 1,662 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,068 in Retail Trade (8,414 peers)

Where Northern Mn-Wi Area Retail Clerks Pension Fund sits by assets

Northern Mn-Wi Area Retail Clerks Pension Fund sits in the top 10% of all filed plans by assets, $131M for 1,662 participants (~$78,527/participant), up 8.2% in 2023.

#8,068
in Retail Trade (8,414 peers)
+8.2%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Northern Mn-Wi Area Retail Clerks Pension Fund's outsized position by total assets

Northern Mn-Wi Area Retail Clerks Pension Fund vs every filed plan by assets

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

$130,512,614 Top 7% higher than 93% 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

Northern Mn-Wi Area Retail Clerks Pension Fund'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. Northern Mn-Wi Area Retail Clerks Pension Fund lands in the large band (1,662 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northern Mn-Wi Area Retail Clerks Pension Fund reported net income rose from -$30M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Northern Mn-Wi Area Retail Clerks Pension Fund end-of-year assets rose from $121M in the plan year 2022 filing to $131M in the plan year 2023 filing.
  • Northern Mn-Wi Area Retail Clerks Pension Fund reported participants fell from 1,717 in the plan year 2022 filing to 1,662 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 416055635 · Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund PY 2023 · Defined Benefit (Pension)

Northern Mn-Wi Area Retail Clerks Pension Fund · $131M · 1,662 · 93rd

  • BOOK $131M
  • BOOK 1,662
  • BOOK 93rd
  • BOOK Defined Benefit (Pension)
  • BOOK near Ufcw Regional Pension Fund
  • BOOK ind #8068

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 Retail Trade retirement plans → · Plans in Minnesota →

Northern Mn-Wi Area Retail Clerks Pension Fund in the asset neighbourhood

Cargill Meat Solutions Corporation Employees Retirement PlanCargill Meat Solutions Corpo…$131MComau LLC Employees' Retirement Income PlanComau LLC Employees' Retirem…$131MUfcw Regional Pension Fund$131MThe Retirement Plan for Employees of the United States Offices of Lloyds Bank PLCThe Retirement Plan for Empl…$131MNorthern Mn-Wi Area Retail Clerks Pension FundNorthern Mn-Wi Area Retail C…$131M
End-of-year total assets ($M) among Northern Mn-Wi Area Retail Clerks Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$130M
Net Income$10M
Employer EIN416055635
Plan Effective Date1966-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund)

Sponsor-wide plan assets over time

All Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$136M 12.45087608266349% vs 2022
2024 filing year
$115M$120M$125M$130M$135M$140M 202220232024 $121M $136M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 1,717 $121M
2023 1 1,662 $131M
2024 1 1,668 $136M

Nearby Defined Benefit (Pension) Plans in Minnesota

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

Northern Mn-Wi Area Retail Clerks Pension Fund vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Northern Mn-Wi Area Retail Clerks Pension Fund, Total assets ($B): 0.130512614 · Participants: 1662Northern Mn-Wi Area Retail Clerks Pension Fund3M 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
Northern Mn-Wi Area Retail Clerks Pension Fund vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Northern Mn-Wi Area Retail Clerks Pension Fund side-by-side with 3 peers →

Northern Mn-Wi Area Retail Clerks Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Ufcw Regional Pension Fund in NJ ($131M); by covered participants it is Local 580 Pension Fund in NY (1,665 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,662 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 Northern Mn-Wi Area Retail Clerks Pension Fund assets move in 2023? ▼
Northern Mn-Wi Area Retail Clerks Pension Fund grew at a solid clip - up 8.2% during 2023, from $121M to $131M. Reported net income was $10M.
How have Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund's sponsor-wide assets grew 12.5%, from $121M to $136M.
Where does Northern Mn-Wi Area Retail Clerks Pension Fund rank by assets among Form 5500 filers? ▼
Northern Mn-Wi Area Retail Clerks Pension Fund ranks in the 93rd 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 Northern Mn-Wi Area Retail Clerks Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw Regional Pension Fund in NJ ($131M, 661 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Northern Mn-Wi Area Retail Clerks Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 580 Pension Fund in NY (1,665 participants, $859M 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 416055635.

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.