401(k) · DOL Form 5500 · 2024
Proterra Investment Partners LP 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 37
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $260,198
- Avg per participant Above avg balance/head
Official DOL plan name: Proterra Investment Partners LP Retirement Savings Plan · Sponsored by Proterra Investment Partners LP · Minnesota · Finance & Insurance
$10M in assets, 37 participants
Proterra Investment Partners LP's Proterra Investment Partners LP Retirement Savings Plan reported $10M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #3,318 in Finance & Insurance (8,549 peers)
Proterra Investment Partners LP multi-year trail
Proterra Investment Partners LP's plans moved +104.0% in assets from 2022 to 2024; this filing shows Proterra Investment Partners LP Retirement Savings Plan at $10M / 37 participants.
- #3,318
- in Finance & Insurance (8,549 peers)
- +30.2%
- assets growth YoY
Proterra Investment Partners LP Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Proterra Investment Partners LP Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,627,318 Top 45% higher than 55% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Proterra Investment Partners LP Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Proterra Investment Partners LP Retirement Savings Plan is a small filing (37 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Proterra Investment Partners LP Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Proterra Investment Partners LP Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Proterra Investment Partners LP Retirement Savings Plan reported participants rose from 36 in the plan year 2023 filing to 37 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 352676311 · Proterra Investment Partners LP PY 2024 · 401(k)
Proterra Investment Partners LP Retirement Savings Plan · $10M · 37 · 55th
- SCH $10M
- EBSA 37
- PART 55th
- TYPE 401(k)
- NET near Heritage Health 403(b) Plan
- BOOK ind #3318
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 Finance & Insurance retirement plans → · Plans in Minnesota →
Proterra Investment Partners LP Retirement Savings Plan in the asset neighbourhood
Proterra Investment Partners LP multi-year asset trail
Sponsor-wide plan assets over time
All Proterra Investment Partners LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 103.99630543046206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $5M |
| 2023 | 1 | 36 | $7M |
| 2024 | 1 | 37 | $10M |
Proterra Investment Partners LP filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 352676311 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Proterra Investment Partners LP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Heritage Health 403(b) Plan in ID ($10M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.