Other · DOL Form 5500 · 2023

Knute Nelson Retirement Plan

Data updated 2026-08-11

$17M
Total assets
819
Participants
70th
Percentile by assets
$21,047
Avg per participant
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Official DOL plan name: Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson · Sponsored by Knute Nelson · Minnesota · Healthcare & Social Assistance

$17M in assets, 819 participants

Knute Nelson's Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson reported $17M in total assets and 819 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • 70th percentile by assets (of 127,072 plans)
  • #13,193 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson surged 30.9% in 2023 ($13M → $17M) for 819 participants.

$17M
total plan assets (2023 EOY)
819
covered participants
70th
percentile by assets (of 127,072 plans)
$21,047
avg assets per participant

Where Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson sits by total assets

Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson vs every filed plan by assets

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

$17,237,467 Top 30% higher than 70% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson reported participants rose from 627 in the plan year 2022 filing to 819 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Minnesota
Industry
Healthcare & Social Assistance

2023 asset move for Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson

Year over year, total assets surged from $13M at the start of 2023 to $17M at year-end (up 30.9%). Net assets closed at $17M; reported net income $4M.

Knute Nelson years around the 2023 move

$-10M$0M$10M$20M 202220232024 $13.2M $0M ▼ -100.0%
Total plan assets by year, all Knute Nelson plans on file
Year Plans Participants Total Assets
2022 1 627 $13M
2023 1 819 $17M
2024 1 933 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN411263433
Plan Effective Date1994-05-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Safe-Harbor 403(b) T…, Total assets ($B): 0.017237467 · Participants: 819Safe-Harbor 403(b) T…Mayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health Sy…, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health Sy…Childrens Hospitals …, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals …Carpenters & Joiners…, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners…University of St. Th…, Total assets ($B): 0.4224871 · Participants: 2481University of St. Th…
Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson vs. nearby Other plans in Minnesota, assets vs. participants
Compare Safe-Harbor 403(b) Thrift Plan for Emplo… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson by total assets, not by location.

Frequently Asked Questions

How did Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson assets move in 2023? ▼
Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson surged - up 30.9% during 2023, from $13M to $17M. Reported net income was $4M.
Which Other plans are similar in size to Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson? ▼
Among Other plans in other states, the closest by assets is Planned Parenthood 403(b) Plan in CA ($17M, 392 participants).

Next read for Safe-Harbor 403(b) Thrift Plan for Emplo…

2023 change

Ways to act on Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson's numbers.

  • By total assets, Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Minnesota. Compare plans

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 411263433.

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.