Money Purchase · DOL Form 5500 · 2024

First District Association Money Purchase Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 117
Participants Small participant base: 55th
Percentile by assets National rank: $83,021
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, 117 participants

First District Association's First District Association Retirement Benefit Program for Union Employees reported $10M in total assets and 117 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.

#737 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Minnesota

First District Association Retirement Benefit Program for Union Employees covers 117 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.

#737
in Agriculture, Forestry & Fishing (1,217 peers): -2.0%
assets change YoY

The plan reported a net loss of $194K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$9,713,496 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

First District Association Retirement Benefit Program for Union Employees among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First District Association Retirement Benefit Program for Union Employees sits mid-pack in the medium band (117 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

First District Association Retirement Benefit Program for Union Employees reported net income fell from $1M in the plan year 2023 filing to -$194K in the plan year 2024 filing.
First District Association Retirement Benefit Program for Union Employees reported participants rose from 94 in the plan year 2023 filing to 117 in the plan year 2024 filing.
First District Association Retirement Benefit Program for Union Employees end-of-year assets fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410255940 · First District Association PY 2024 · Money Purchase

First District Association Retirement Benefit Program for Union Employees · $10M · 117 · 55th

VS-ST $10M
VS-ST 117
VS-ST 55th
VS-ST Money Purchase
VS-ST near Midland Emergency Room Corp. Employee Pension Plan
VS-ST ind #737

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 →

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 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$10M
Net Income	-$194K
Employer EIN	410255940
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (First District Association)

Latest sponsor-wide plan assets: $10M 1.959043521179217% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	94	$10M
2024	1	117	$10M

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 $461M · 1,816
St. Paul Electrical Construction Workers Supplemental Pension Plan $308M · 2,787
Boilermakers Lodge 154 Retirement Plan $157M · 6,951
Central Iowa Carpenters Money Purchase Plan $132M · 811
Nmdp Employer Contribution Plan $119M · 1,708

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 Midland Emergency Room Corp. Employee Pension Plan in MI ($10M); by covered participants it is Fraunhofer USA, Inc. 401(a) DC Plan in MI (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Midland Emergency Room Corp. Employee Pension Plan (MI) $10M · 30
National Production Workers Union Severance Trust Fund (IL) $10M · N/A
Facility Solutions Group, Inc Davis-Bacon Pension Plan & Trust (TX) $10M · 577
Larkin & Associates PLLC Keogh Plan (MI) $10M · 7

Similar participant headcount

Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.

Fraunhofer USA, Inc. 401(a) DC Plan (MI) 118 · 1 off
Sundown M Ranch Corporation Employees Retirement Plan (WA) 116 · 1 off
Refinery Terminal Fire Company Money Purchase Pension Plan (TX) 115 · 2 off
Able Health Care Services Inc. Employee Retirement Plan (NY) 119 · 2 off

DOL Form 5500 plan year 2024. 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 2024? ▼

First District Association Retirement Benefit Program for Union Employees edged down modestly - down 2.0% during 2024, from $10M to $10M. Reported net income was -$194K.

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 Midland Emergency Room Corp. Employee Pension Plan in MI ($10M, 30 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 Fraunhofer USA, Inc. 401(a) DC Plan in MI (118 participants, $44M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410255940.