Profit Sharing · DOL Form 5500 · 2024

University of Northwestern - St. Paul Profit Sharing Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
859
Participants Near avg headcount
87th
Percentile by assets National rank
$80,934
Avg per participant Below avg balance/head
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Official DOL plan name: University of Northwestern - St. Paul 403(b) Plan · Sponsored by University of Northwestern - St. Paul · Minnesota · Educational Services

$70M in assets, 859 participants

University of Northwestern - St. Paul's University of Northwestern - St. Paul 403(b) Plan reported $70M in total assets and 859 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,829 in Educational Services (3,638 peers)

Where University of Northwestern - St. Paul 403(b) Plan sits by assets

University of Northwestern - St. Paul 403(b) Plan sits in the top quartile of all filed plans by assets, $70M for 859 participants (~$80,934/participant), up 4.5% in 2024.

#2,829
in Educational Services (3,638 peers)
+4.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

University of Northwestern - St. Paul 403(b) Plan's outsized position by total assets

University of Northwestern - St. Paul 403(b) Plan vs every filed plan by assets

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

$69,522,613 Top 13% higher than 87% 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

University of Northwestern - St. Paul 403(b) Plan 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. University of Northwestern - St. Paul 403(b) Plan sits mid-pack in the medium band (859 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Northwestern - St. Paul 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • University of Northwestern - St. Paul 403(b) Plan end-of-year assets rose from $66M in the plan year 2023 filing to $70M in the plan year 2024 filing.
  • University of Northwestern - St. Paul 403(b) Plan reported participants fell from 899 in the plan year 2023 filing to 859 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 410711610 · University of Northwestern - St. Paul PY 2024 · Profit Sharing

University of Northwestern - St. Paul 403(b) Plan · $70M · 859 · 87th

  • 5500 $70M
  • 5500 859
  • 5500 87th
  • 5500 Profit Sharing
  • 5500 near Miner Enterprises Profit Sharing Plan
  • 5500 ind #2829

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 Educational Services retirement plans → · Plans in Minnesota →

University of Northwestern - St. Paul 403(b) Plan in the asset neighbourhood

Eversheds Sutherland (US) LLP Retirement Plan BEversheds Sutherland (US) LL…$70MUniversity Orthopaedic Services, Inc. Retirement PlanUniversity Orthopaedic Servi…$70MMiner Enterprises Profit Sharing PlanMiner Enterprises Profit Sha…$70MUniversity of Northwestern - St. Paul 403(b) PlanUniversity of Northwestern -…$70MTeamsters Local Union 500 - Severance Trust FundTeamsters Local Union 500 - …$69M
End-of-year total assets ($M) among University of Northwestern - St. Paul 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$70M
Net Income$3M
Employer EIN410711610
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Northwestern - St. Paul)

Sponsor-wide plan assets over time

All University of Northwestern - St. Paul plans reported in each filing year

Latest sponsor-wide plan assets
$70M 13.43333735632365% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $61.3M $69.5M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 883 $61M
2023 1 899 $66M
2024 1 859 $70M

Nearby Profit Sharing Plans in Minnesota

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

University of Northwestern - St. Paul 403(b) Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants University of Northwestern - St. Paul 403(b) Plan, Total assets ($B): 0.069522613 · Participants: 859University of Northwestern - St. Paul 403(b) PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.820221913 · Participants: 6017Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.902491999 · Participants: 8757Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.64405166 · Participants: 4702Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.612718536 · Participants: 20683Cargill Employee Retirement Account PlanRegions Hospital Retirement Savings 401(k) Plan, Total assets ($B): 0.601951844 · Participants: 6323Regions Hospital Retirement Savings 401(k) Plan
University of Northwestern - St. Paul 403(b) Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants

University of Northwestern - St. Paul 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Miner Enterprises Profit Sharing Plan in IL ($70M); by covered participants it is Penobscot Community Health Center 403(b) Plan in ME (858 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (859 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 University of Northwestern - St. Paul 403(b) Plan assets move in 2024?
University of Northwestern - St. Paul 403(b) Plan edged up modestly - up 4.5% during 2024, from $66M to $70M. Reported net income was $3M.
How have University of Northwestern - St. Paul plan assets changed over time?
Across 3 plan years on file (2022-2024), University of Northwestern - St. Paul's sponsor-wide assets grew 13.4%, from $61M to $70M.
Where does University of Northwestern - St. Paul 403(b) Plan rank by assets among Form 5500 filers?
University of Northwestern - St. Paul 403(b) Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to University of Northwestern - St. Paul 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Miner Enterprises Profit Sharing Plan in IL ($70M, 316 participants).
Which Profit Sharing plans cover a similar participant headcount to University of Northwestern - St. Paul 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Penobscot Community Health Center 403(b) Plan in ME (858 participants, $42M in assets).