401(k) · DOL Form 5500 · 2023

Margaret a. Cargill Philanthropic Services, LLC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
113
Participants Small participant base
88th
Percentile by assets National rank
$566,997
Avg per participant High balance/head
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Official DOL plan name: Margaret a. Cargill Philanthropic Services, LLC 401(k) · Sponsored by Margaret a. Cargill Philanthropic Services, LLC · Minnesota · Professional & Technical Services

$64M in assets, 113 participants

Margaret a. Cargill Philanthropic Services, LLC's Margaret a. Cargill Philanthropic Services, LLC 401(k) reported $64M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,115 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Margaret a. Cargill Philanthropic Services, LLC 401(k) covers 113 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $64M.

#18,115
in Professional & Technical Services (20,321 peers)
+22.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Margaret a. Cargill Philanthropic Services, LLC 401(k)'s outsized position by total assets

Margaret a. Cargill Philanthropic Services, LLC 401(k) vs every filed plan by assets

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

$64,070,655 Top 12% higher than 88% 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

Margaret a. Cargill Philanthropic Services, LLC 401(k) 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. Margaret a. Cargill Philanthropic Services, LLC 401(k) sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Margaret a. Cargill Philanthropic Services, LLC 401(k) reported net income rose from -$6M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Margaret a. Cargill Philanthropic Services, LLC 401(k) end-of-year assets rose from $52M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Margaret a. Cargill Philanthropic Services, LLC 401(k) reported participants rose from 104 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 383755296 · Margaret a. Cargill Philanthropic Services, LLC PY 2023 · 401(k)

Margaret a. Cargill Philanthropic Services, LLC 401(k) · $64M · 113 · 88th

  • EIN $64M
  • RANK 113
  • PHOTO 88th
  • IND 401(k)
  • EOY near Astoria Generating Company, L.P. Savings Plan
  • 5500 ind #18115

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 →

Margaret a. Cargill Philanthropic Services, LLC 401(k) in the asset neighbourhood

The Centers for Advanced Ent Care, LLC 401(k) Profit Sharing PlanThe Centers for Advanced Ent…$64MMargaret a. Cargill Philanthropic Services, LLC 401(k)Margaret a. Cargill Philanth…$64MAstoria Generating Company, L.P. Savings PlanAstoria Generating Company, …$64MAbc Appliance, Inc. Profit Sharing Plan and TrustAbc Appliance, Inc. Profit S…$64MJoby Aero, Inc. 401(k) Plan$64M
End-of-year total assets ($M) among Margaret a. Cargill Philanthropic Services, LLC 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$64M
Net Income$12M
Employer EIN383755296
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Margaret a. Cargill Philanthropic Services, LLC)

Sponsor-wide plan assets over time

All Margaret a. Cargill Philanthropic Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$72M 38.41748346002321% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.2M $72.2M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 104 $52M
2023 1 113 $64M
2024 1 112 $72M

Nearby 401(k) Plans in Minnesota

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

Margaret a. Cargill Philanthropic Services, LLC 401(k) vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Margaret a. Cargill Philanthropic Services, LLC 401(k), Total assets ($B): 0.064070655 · Participants: 113Margaret a. Cargill Philanthropic Services, LLC 401(k)Unitedhealth 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
Margaret a. Cargill Philanthropic Services, LLC 401(k) vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Margaret a. Cargill Philanthropic Services, LLC 401(k) side-by-side with 3 peers →

Margaret a. Cargill Philanthropic Services, LLC 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Astoria Generating Company, L.P. Savings Plan in CT ($64M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Margaret a. Cargill Philanthropic Services, LLC 401(k) assets move in 2023? ▼
Margaret a. Cargill Philanthropic Services, LLC 401(k) grew sharply - up 22.9% during 2023, from $52M to $64M. Reported net income was $12M.
How have Margaret a. Cargill Philanthropic Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Margaret a. Cargill Philanthropic Services, LLC's sponsor-wide assets grew 38.4%, from $52M to $72M.
Where does Margaret a. Cargill Philanthropic Services, LLC 401(k) rank by assets among Form 5500 filers? ▼
Margaret a. Cargill Philanthropic Services, LLC 401(k) ranks in the 88th 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 Margaret a. Cargill Philanthropic Services, LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Astoria Generating Company, L.P. Savings Plan in CT ($64M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Margaret a. Cargill Philanthropic Services, LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 383755296.

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.