Money Purchase · DOL Form 5500 · 2023
First District Association Money Purchase Plan
Data updated 2026-08-11
- $10M
- Total assets
- 94
- Participants
- 58th
- Percentile by assets
- $105,400
- Avg per participant
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.
- 58th percentile by assets (of 127,072 plans)
- #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.
- $10M
- total plan assets (2023 EOY)
- 94
- covered participants
- 58th
- percentile by assets (of 127,072 plans)
- $105,400
- avg assets per participant
Where First District Association Retirement Benefit Program for Union Employees sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
2023 asset move for First District Association Retirement Benefit Program for Union Employees
Year over year, total assets grew at a solid clip from $9M at the start of 2023 to $10M at year-end (up 13.4%). Net assets closed at $10M; reported net income $1M.
First District Association years around the 2023 move
| 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 EIN | 410255940 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING 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
- Thrivent Capital Accumulation Plan $419M · 1,896
- St. Paul Electrical Construction Workers Supplemental Pension Plan $292M · 3,139
- Boilermakers Lodge 154 Retirement Plan $157M · 7,060
- Central Iowa Carpenters Money Purchase Plan $125M · 1,134
- Be the Match/Nmdp Employer Contribution Plan $102M · 1,587
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to First District Association Retirement Benefit Program for Union Employees by total assets, not by location.
Frequently Asked Questions
How did First District Association Retirement Benefit Program for Union Employees assets move in 2023? ▼
How have First District Association plan assets changed over time? ▼
Which Money Purchase plans are similar in size to First District Association Retirement Benefit Program for Union Employees? ▼
Next read for First District Association Retirement Be…
2023 change
Ways to act on First District Association Retirement Benefit Program for Union Employees's numbers.
- By total assets, First District Association Retirement Benefit Program for Union Employees ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Minnesota. Compare plans
- First District Association's sponsor-wide assets have declined 2.0% since 2023 across 2 plan years on file. More Agriculture, Forestry & Fishing plans