Defined Benefit (Pension) · DOL Form 5500 · 2023

Education Minnesota Pension Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
156
Participants Small participant base
92nd
Percentile by assets National rank
$781,439
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Education Minnesota Employees Pension Plan · Sponsored by Education Minnesota · Minnesota · Educational Services

$122M in assets, 156 participants

Education Minnesota's Education Minnesota Employees Pension Plan reported $122M in total assets and 156 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.

  • #3,252 in Educational Services (3,735 peers)

Coverage in Minnesota

Education Minnesota Employees Pension Plan covers 156 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $122M.

#3,252
in Educational Services (3,735 peers)
+13.6%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Education Minnesota Employees Pension Plan's outsized position by total assets

Education Minnesota Employees Pension Plan vs every filed plan by assets

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

$121,904,429 Top 8% higher than 92% 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

Education Minnesota Employees Pension Plan 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. Education Minnesota Employees Pension Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Education Minnesota Employees Pension Plan reported net income rose from $6M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Education Minnesota Employees Pension Plan end-of-year assets rose from $107M in the plan year 2022 filing to $122M in the plan year 2023 filing.
  • Education Minnesota Employees Pension Plan reported participants fell from 173 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411916882 · Education Minnesota PY 2023 · Defined Benefit (Pension)

Education Minnesota Employees Pension Plan · $122M · 156 · 92nd

  • PART $122M
  • PART 156
  • PART 92nd
  • PART Defined Benefit (Pension)
  • PART near Ntn Employees Pension Plan
  • PART ind #3252

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 Educational Services retirement plans → · Plans in Minnesota →

Education Minnesota Employees Pension Plan in the asset neighbourhood

Seaboard Corporation Pension PlanSeaboard Corporation Pension…$122MRetirement Annuity Plan for Eees of Smeco, Inc.Retirement Annuity Plan for …$122MNtn Employees Pension Plan$122MEducation Minnesota Employees Pension PlanEducation Minnesota Employee…$122MOperative Plasterers and Cement Masons Local No. 109 Pension PlanOperative Plasterers and Cem…$122M
End-of-year total assets ($M) among Education Minnesota Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$122M
Net Income$15M
Employer EIN411916882
Plan Effective Date1962-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Education Minnesota)

Sponsor-wide plan assets over time

All Education Minnesota plans reported in each filing year

Latest sponsor-wide plan assets
$170M 19.658100969805684% vs 2022
2024 filing year
$130M$140M$150M$160M$170M$180M 202220232024 $142M $170M ▲ +19.7%
Year Plans Participants Total Assets
2022 2 336 $142M
2023 2 315 $162M
2024 2 329 $170M

Nearby Defined Benefit (Pension) Plans in Minnesota

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

Education Minnesota Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Education Minnesota Employees Pension Plan, Total assets ($B): 0.121904429 · Participants: 156Education Minnesota Employees Pension Plan3M 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
Education Minnesota Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Education Minnesota Employees Pension Plan side-by-side with 3 peers →

Education Minnesota Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Ntn Employees Pension Plan in IL ($122M); by covered participants it is Security Benefit Associates Pension Plan in KS (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Education Minnesota Employees Pension Plan assets move in 2023? ▼
Education Minnesota Employees Pension Plan grew at a solid clip - up 13.6% during 2023, from $107M to $122M. Reported net income was $15M.
How have Education Minnesota plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Education Minnesota's sponsor-wide assets grew 19.7%, from $142M to $170M.
Where does Education Minnesota Employees Pension Plan rank by assets among Form 5500 filers? ▼
Education Minnesota Employees Pension Plan ranks in the 92nd 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 Education Minnesota Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ntn Employees Pension Plan in IL ($122M, 830 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Education Minnesota Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Security Benefit Associates Pension Plan in KS (156 participants, $53M 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 411916882.

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.