401(k) · DOL Form 5500 · 2023

Education Minnesota 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
159
Participants Small participant base
83rd
Percentile by assets National rank
$249,816
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Education Minnesota Employee's Savings and Retirement Plan · Sponsored by Education Minnesota · Minnesota · Other Services

$40M in assets, 159 participants

Education Minnesota's Education Minnesota Employee's Savings and Retirement Plan reported $40M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,239 in Other Services (7,857 peers)

Coverage in Minnesota

Education Minnesota Employee's Savings and Retirement Plan covers 159 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $40M.

#7,239
in Other Services (7,857 peers)
+13.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Education Minnesota Employee's Savings and Retirement Plan's outsized position by total assets

Education Minnesota Employee's Savings and Retirement Plan vs every filed plan by assets

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

$39,720,762 Top 17% higher than 83% 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 Employee's Savings and Retirement 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 Employee's Savings and Retirement Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Education Minnesota Employee's Savings and Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Education Minnesota Employee's Savings and Retirement Plan end-of-year assets rose from $35M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Education Minnesota Employee's Savings and Retirement Plan reported participants fell from 163 in the plan year 2022 filing to 159 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411916882 · Education Minnesota PY 2023 · 401(k)

Education Minnesota Employee's Savings and Retirement Plan · $40M · 159 · 83rd

  • EIN $40M
  • RANK 159
  • PHOTO 83rd
  • IND 401(k)
  • EOY near Three Rivers Corporation Employees' Profit Sharing Plan
  • 5500 ind #7239

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 →

Education Minnesota Employee's Savings and Retirement Plan in the asset neighbourhood

Gn Audio USA, Inc. Retirement Savings PlanGn Audio USA, Inc. Retiremen…$40MEducation Minnesota Employee's Savings and Retirement PlanEducation Minnesota Employee…$40MThree Rivers Corporation Employees' Profit Sharing PlanThree Rivers Corporation Emp…$40MAmerican College of Obstetricians and Gynecologists Staff 401(k) Retirement PlanAmerican College of Obstetri…$40MIntera Incorporated Employees Savings TrustIntera Incorporated Employee…$40M
End-of-year total assets ($M) among Education Minnesota Employee's Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN411916882
Plan Effective Date1986-09-01
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 401(k) Plans in Minnesota

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

Education Minnesota Employee's Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Education Minnesota Employee's Savings and Retirement Plan, Total assets ($B): 0.039720762 · Participants: 159Education Minnesota Employee's Savings and Retirement PlanUnitedhealth 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
Education Minnesota Employee's Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Education Minnesota Employee's Savings and Retirement Plan side-by-side with 3 peers →

Education Minnesota Employee's Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Three Rivers Corporation Employees' Profit Sharing Plan in MI ($40M); by covered participants it is Visiting Angels 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Employee's Savings and Retirement Plan assets move in 2023? ▼
Education Minnesota Employee's Savings and Retirement Plan grew at a solid clip - up 13.7% during 2023, from $35M to $40M. Reported net income was $5M.
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 Employee's Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Education Minnesota Employee's Savings and Retirement Plan ranks in the 83rd 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 Education Minnesota Employee's Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Three Rivers Corporation Employees' Profit Sharing Plan in MI ($40M, 309 participants).
Which 401(k) plans cover a similar participant headcount to Education Minnesota Employee's Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Visiting Angels 401(k) Plan in PA (159 participants, N/A 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.