401(k) · DOL Form 5500 · 2023
Board of Trustees, Midwest Teamsters Member 401(k) 401(k) Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 2,765
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $38,562
- Avg per participant Low balance/head
Official DOL plan name: Midwest Teamsters Member 401(k) Plan · Sponsored by Board of Trustees, Midwest Teamsters Member 401(k) · Minnesota · Finance & Insurance
$107M in assets, 2,765 participants
Board of Trustees, Midwest Teamsters Member 401(k)'s Midwest Teamsters Member 401(k) Plan reported $107M in total assets and 2,765 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,743 in Finance & Insurance (8,869 peers)
Coverage in Minnesota
Midwest Teamsters Member 401(k) Plan covers 2,765 participants in Minnesota, 2.5x the typical Minnesota plan (state average ~1,126 per filing). Assets: $107M.
- #7,743
- in Finance & Insurance (8,869 peers)
- +12.6%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Midwest Teamsters Member 401(k) Plan's outsized position by total assets
Midwest Teamsters Member 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$106,623,883 Top 8% higher than 92% 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
Midwest Teamsters Member 401(k) 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. Midwest Teamsters Member 401(k) Plan lands in the large band (2,765 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Midwest Teamsters Member 401(k) Plan reported net income rose from -$18M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Midwest Teamsters Member 401(k) Plan end-of-year assets rose from $95M in the plan year 2022 filing to $107M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 410945362 · Board of Trustees, Midwest Teamsters Member 401(k) PY 2023 · 401(k)
Midwest Teamsters Member 401(k) Plan · $107M · 2,765 · 92nd
- BOOK $107M
- BOOK 2,765
- BOOK 92nd
- BOOK 401(k)
- BOOK near Grand View Hospital 403(b) Plan
- BOOK ind #7743
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 Finance & Insurance retirement plans → · Plans in Minnesota →
Midwest Teamsters Member 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $12M |
| Employer EIN | 410945362 |
| Plan Effective Date | 1998-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Midwest Teamsters Member 401(k))
Sponsor-wide plan assets over time
All Board of Trustees, Midwest Teamsters Member 401(k) plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 23.191016459785217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,765 | $95M |
| 2023 | 1 | 2,765 | $107M |
| 2024 | 1 | 3,170 | $117M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Midwest Teamsters Member 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Grand View Hospital 403(b) Plan in PA ($107M); by covered participants it is Carrington 401(k) Plan in CA (2,765 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
- Grand View Hospital 403(b) Plan (PA) $107M · 1,801
- Hoshizaki USA Holdings, Inc. Retirement Plan (GA) $107M · 1,996
- Bergey's Incorporated 401(k) Profit Sharing Plan (PA) $107M · 1,471
- Genus 401(k) Plan (WI) $107M · 1,067
Similar participant headcount
Nearest other-state filings by covered participants (2,765 participants); asset peers above are excluded.
- Carrington 401(k) Plan (CA) 2,765 · 0 off
- Matheson Trucking, Inc. 401(k) Plan (CA) 2,765 · 0 off
- Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust (TX) 2,766 · 1 off
- T. W. U. - S. T. S. 401(k) Retirement Plan (NY) 2,764 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.