401(k) · DOL Form 5500 · 2024

Atrius Mso, LLC 401(k) Plan

Data updated 2026-08-25

$1.6B
Total assets Very large vs avg
5,484
Participants Above avg headcount
99th
Percentile by assets National rank
$294,470
Avg per participant High balance/head
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Official DOL plan name: Atrius 401(k) Retirement Savings Plan · Sponsored by Atrius Mso, LLC · Minnesota · Healthcare & Social Assistance

$1.6B in assets, 5,484 participants

Atrius Mso, LLC's Atrius 401(k) Retirement Savings Plan reported $1.6B in total assets and 5,484 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #16,774 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Atrius 401(k) Retirement Savings Plan covers 5,484 participants in Minnesota, 4.9x the typical Minnesota plan (state average ~1,126 per filing). Assets: $1.6B.

#16,774
in Healthcare & Social Assistance (16,916 peers)
+8.5%
assets growth YoY
16×
vs typical plan assets (national mean)

Atrius 401(k) Retirement Savings Plan's outsized position by total assets

Atrius 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,614,875,406 Top 1% higher than 99% of 123,620 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 2024

Atrius 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atrius 401(k) Retirement Savings Plan lands in the large band (5,484 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Atrius 401(k) Retirement Savings Plan end-of-year assets rose from $1.5B in the plan year 2023 filing to $1.6B in the plan year 2024 filing.
  • Atrius 401(k) Retirement Savings Plan reported participants rose from 5,225 in the plan year 2023 filing to 5,484 in the plan year 2024 filing.
  • Atrius 401(k) Retirement Savings Plan reported net income fell from $133M in the plan year 2023 filing to $127M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 871803974 · Atrius Mso, LLC PY 2024 · 401(k)

Atrius 401(k) Retirement Savings Plan · $1.6B · 5,484 · 99th

  • VS-ST $1.6B
  • BOY 5,484
  • SCH 99th
  • EBSA 401(k)
  • PART near Pinnacle West Capital Corporation Savings Plan
  • TYPE ind #16774

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Atrius 401(k) Retirement Savings Plan in the asset neighbourhood

Pinnacle West Capital Corporation Savings PlanPinnacle West Capital Corpor…$1.6BUnited States Steel Corporation Savings Fund Plan for Salaried EmployeesUnited States Steel Corporat…$1.6BAtrius 401(k) Retirement Savings PlanAtrius 401(k) Retirement Sav…$1.6BIcon Clinical Research, LLC 401(k) PlanIcon Clinical Research, LLC …$1.6BClub Futuresave Plan$1.6B
End-of-year total assets ($B) among Atrius 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$1.5B
Net Assets (End of Year)$1.6B
Net Income$127M
Employer EIN871803974
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atrius Mso, LLC)

Sponsor-wide plan assets over time

All Atrius Mso, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 19.234049709388806% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B 202220232024 $1.35B $1.61B ▲ +19.3%
Year Plans Participants Total Assets
2022 1 5,138 $1.4B
2023 1 5,225 $1.5B
2024 1 5,484 $1.6B

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Atrius 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Atrius 401(k) Retirement Savings Plan, Total assets ($B): 1.614875406 · Participants: 5484Atrius 401(k) Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Atrius 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Scale composition for Atrius 401(k) Retirement Savings Plan

Atrius 401(k) Retirement Savings Plan reports $1.6B in end-of-year assets across 5,484 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $294,470 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2024 was $127M.

This plan identity (EIN 871803974, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.6B (+19.2%) while covered participants moved from 5,138 to 5,484 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,138 $1.4B Open filing
2023 5,225 $1.5B Open filing
2024 · index core 5,484 $1.6B This page

Atrius 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Pinnacle West Capital Corporation Savings Plan in AZ ($1.6B); by covered participants it is Northgate Gonzalez Markets, Inc. 401(k) Retirement Savings Plan in CA (5,485 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,484 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.

Frequently Asked Questions

How did Atrius 401(k) Retirement Savings Plan assets move in 2024?
Atrius 401(k) Retirement Savings Plan grew at a solid clip - up 8.5% during 2024, from $1.5B to $1.6B. Reported net income was $127M.
How have Atrius Mso, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Atrius Mso, LLC's sponsor-wide assets grew 19.2%, from $1.4B to $1.6B.
Where does Atrius 401(k) Retirement Savings Plan rank by assets among Form 5500 filers?
Atrius 401(k) Retirement Savings Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Atrius 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Pinnacle West Capital Corporation Savings Plan in AZ ($1.6B, 6,085 participants).
Which 401(k) plans cover a similar participant headcount to Atrius 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Northgate Gonzalez Markets, Inc. 401(k) Retirement Savings Plan in CA (5,485 participants, $126M in assets).