Other · DOL Form 5500 · 2023

Guthrie Theater Foundation Retirement Plan

Data updated 2026-08-11

$31M
Total assets
143
Participants
80th
Percentile by assets
$217,547
Avg per participant
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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.

  • 80th percentile by assets (of 127,072 plans)
  • #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.

$31M
total plan assets (2023 EOY)
143
covered participants
80th
percentile by assets (of 127,072 plans)
$217,547
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Industry

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. 403(b) Thrift Plan for Employees of Guthrie Theater Foundation reports 143 participants - about 13% of that state average ($31M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN410854160
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Guthrie Theater Foundation)

$26M$28M$30M$32M 202220232024 $27.1M $27.1M ▲ +0.3%
Total plan assets by year, all Guthrie Theater Foundation plans on file
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.

403(b) Thrift Plan for Employees of Guthrie Theater Foundation vs. nearby Other plans in Minnesota, assets vs. participants

403(b) Thrift Plan for Employees of Guthrie Theater Foundation vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan f…Mayo 403(b) PlanCentracare Health Sy…Childrens Hospitals …Carpenters & Joiners…University of St. Th…
403(b) Thrift Plan for Employees of Guthrie Theater Foundation vs. nearby Other plans in Minnesota, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to 403(b) Thrift Plan for Employees of Guthrie Theater Foundation by total assets, not by location.

Frequently Asked Questions

How did 403(b) Thrift Plan for Employees of Guthrie Theater Foundation assets move in 2023?
403(b) Thrift Plan for Employees of Guthrie Theater Foundation grew at a solid clip - up 15.0% during 2023, from $27M to $31M. Reported net income was $4M.
How have Guthrie Theater Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Guthrie Theater Foundation's sponsor-wide assets grew 0.2%, from $27M to $27M.
Where does 403(b) Thrift Plan for Employees of Guthrie Theater Foundation rank by assets among Form 5500 filers?
403(b) Thrift Plan for Employees of Guthrie Theater Foundation ranks in the 80th 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 Other plans are similar in size to 403(b) Thrift Plan for Employees of Guthrie Theater Foundation?
Among Other plans in other states, the closest by assets is Glenelg Country School DC Retirement Plan in MD ($31M, 173 participants).

Next read for 403(b) Thrift Plan for Employees of Guth…

Filing takeaways

Ways to act on 403(b) Thrift Plan for Employees of Guthrie Theater Foundation's numbers.

  • By total assets, 403(b) Thrift Plan for Employees of Guthrie Theater Foundation ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Minnesota. Compare plans
  • Guthrie Theater Foundation's sponsor-wide assets have grown 0.2% since 2022 across 3 plan years on file. More Other Services plans