Other · DOL Form 5500 · 2023
Guthrie Theater Foundation Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 143
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $217,547
- Avg per participant Above avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Guthrie Theater Foundation · Sponsored by Guthrie Theater Foundation · Minnesota · Other Services
$31M in assets, 143 participants
Guthrie Theater Foundation's 403(b) Thrift Plan for Employees of Guthrie Theater Foundation reported $31M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #7,067 in Other Services (7,857 peers)
Coverage in Minnesota
403(b) Thrift Plan for Employees of Guthrie Theater Foundation covers 143 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $31M.
- #7,067
- in Other Services (7,857 peers)
- +15.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
403(b) Thrift Plan for Employees of Guthrie Theater Foundation's outsized position by total assets
403(b) Thrift Plan for Employees of Guthrie Theater Foundation vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,109,266 Top 20% higher than 80% 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
403(b) Thrift Plan for Employees of Guthrie Theater Foundation 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. 403(b) Thrift Plan for Employees of Guthrie Theater Foundation sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Guthrie Theater Foundation reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Guthrie Theater Foundation end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Guthrie Theater Foundation reported participants rose from 141 in the plan year 2022 filing to 143 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 410854160 · Guthrie Theater Foundation PY 2023 · Other
403(b) Thrift Plan for Employees of Guthrie Theater Foundation · $31M · 143 · 80th
- 5500 $31M
- ASSETS 143
- PCT 80th
- EIN Other
- RANK near Glenelg Country School DC Retirement Plan
- PHOTO ind #7067
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 Other Services retirement plans → · Plans in Minnesota →
403(b) Thrift Plan for Employees of Guthrie Theater Foundation in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $4M |
| Employer EIN | 410854160 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Guthrie Theater Foundation)
Sponsor-wide plan assets over time
All Guthrie Theater Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 0.24770805926678077% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $27M |
| 2023 | 1 | 143 | $31M |
| 2024 | 1 | 614 | $27M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $11.2B · 84,098
- Centracare Health System 403(b) Plan $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan $820M · 5,331
- Carpenters & Joiners Defined Contribution Plan $719M · 21,043
- University of St. Thomas Retirement Plan $422M · 2,481
403(b) Thrift Plan for Employees of Guthrie Theater Foundation's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Glenelg Country School DC Retirement Plan in MD ($31M); by covered participants it is The Fay School Defined Contribution Retirement Plan in MA (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Glenelg Country School DC Retirement Plan (MD) $31M · 173
- Trinity School 403(b) Plan (GA) $31M · 158
- Archbishop Molloy High School 403(b) Plan (NY) $31M · 112
- American International College 403(b) DC Plan (MA) $31M · 224
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- The Fay School Defined Contribution Retirement Plan (MA) 143 · 0 off
- North Carolina Wesleyan University Retirement Plan (NC) 143 · 0 off
- Homesafe 403(b) Retirement Plan (FL) 143 · 0 off
- Aua Tax Sheltered Annuity Plan (MD) 143 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.