Money Purchase · DOL Form 5500 · 2023

First District Association Money Purchase Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
94
Participants Small participant base
58th
Percentile by assets National rank
$105,400
Avg per participant Below avg balance/head
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Official DOL plan name: First District Association Retirement Benefit Program for Union Employees · Sponsored by First District Association · Minnesota · Agriculture, Forestry & Fishing

$10M in assets, 94 participants

First District Association's First District Association Retirement Benefit Program for Union Employees reported $10M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #815 in Agriculture, Forestry & Fishing (1,288 peers)

2023 asset change

First District Association Retirement Benefit Program for Union Employees grew at a solid clip 13.4% in 2023 ($9M → $10M) for 94 participants.

#815
in Agriculture, Forestry & Fishing (1,288 peers)
+13.4%
assets growth YoY

First District Association Retirement Benefit Program for Union Employees's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

First District Association Retirement Benefit Program for Union Employees vs every filed plan by assets

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

$9,907,590 Top 42% higher than 58% 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

First District Association Retirement Benefit Program for Union Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First District Association Retirement Benefit Program for Union Employees is a small filing (94 participants) on this national headcount ladder.

DOL schedule card

Filing strip 410255940 · First District Association PY 2023 · Money Purchase

First District Association Retirement Benefit Program for Union Employees · $10M · 94 · 58th

  • ASSETS $10M
  • ASSETS 94
  • ASSETS 58th
  • ASSETS Money Purchase
  • ASSETS near Renewal, Inc. Money Purchase Pension Plan
  • ASSETS ind #815

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Minnesota →

First District Association Retirement Benefit Program for Union Employees in the asset neighbourhood

Roofers Local Union #210 Money Purchase Pension PlanRoofers Local Union #210 Mon…$10MBolivar County Headstart Retirement ProgramBolivar County Headstart Ret…$10MNuestra Clinica Del Valle Inc. Employees Retirement PlanNuestra Clinica Del Valle In…$10MFirst District Association Retirement Benefit Program for Union EmployeesFirst District Association R…$10MRenewal, Inc. Money Purchase Pension PlanRenewal, Inc. Money Purchase…$10M
End-of-year total assets ($M) among First District Association Retirement Benefit Program for Union Employees and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

First District Association years around the 2023 move

Sponsor-wide plan assets over time

All First District Association plans reported in each filing year

Latest sponsor-wide plan assets
$10M 1.959043521179217% vs 2023
2024 filing year
$9.6M$9.7M$9.8M$9.9M$10M 20232024 $9.91M $9.71M ▼ -2.0%
Year Plans Participants Total Assets
2023 1 94 $10M
2024 1 117 $10M

2023 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN410255940
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Minnesota

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

First District Association Retirement Benefit Program for Union Employees vs. nearby Money Purchase plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400500 Total assets ($M) Participants First District Association Retirement Benefit Program for Union Employees, Total assets ($M): 9.90759 · Participants: 94First District Association Retirement Benefit Program for Union EmployeesThrivent Capital Accumulation Plan, Total assets ($M): 418.908952 · Participants: 1896Thrivent Capital Accumulation PlanSt. Paul Electrical Construction Workers Supplemental Pension Plan, Total assets ($M): 292.436249 · Participants: 3139St. Paul Electrical Construction Workers Supplemental Pension PlanBoilermakers Lodge 154 Retirement Plan, Total assets ($M): 157.391252 · Participants: 7060Boilermakers Lodge 154 Retirement PlanCentral Iowa Carpenters Money Purchase Plan, Total assets ($M): 124.918315 · Participants: 1134Central Iowa Carpenters Money Purchase PlanBe the Match/Nmdp Employer Contribution Plan, Total assets ($M): 102.109567 · Participants: 1587Be the Match/Nmdp Employer Contribution Plan
First District Association Retirement Benefit Program for Union Employees vs. nearby Money Purchase plans in Minnesota, assets vs. participants
Compare First District Association Retirement Benefit Program for Union Employees side-by-side with 3 peers →

First District Association Retirement Benefit Program for Union Employees's out-of-state Money Purchase peers by assets and headcount

Outside Minnesota, the nearest Money Purchase by assets is Renewal, Inc. Money Purchase Pension Plan in PA ($10M); by covered participants it is Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. in NY (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 First District Association Retirement Benefit Program for Union Employees assets move in 2023? ▼
First District Association Retirement Benefit Program for Union Employees grew at a solid clip - up 13.4% during 2023, from $9M to $10M. Reported net income was $1M.
How have First District Association plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), First District Association's sponsor-wide assets declined 2.0%, from $10M to $10M.
Which Money Purchase plans are similar in size to First District Association Retirement Benefit Program for Union Employees? ▼
Among Money Purchase plans in other states, the closest by assets is Renewal, Inc. Money Purchase Pension Plan in PA ($10M, 140 participants).
Which Money Purchase plans cover a similar participant headcount to First District Association Retirement Benefit Program for Union Employees? ▼
Among Money Purchase plans in other states, the closest by covered participants is Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. in NY (94 participants, $13M 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 410255940.

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.