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
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
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.
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $3M |
| Employer EIN | 410711610 |
| Plan Effective Date | 1982-11-01 |
| Filing Status | FILING 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
| 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.
- Pipe Trades Services Mn Pension Supplement Fund $1.8B · 6,017
- Allina 403(b) Retirement Savings Plan $902M · 8,757
- Fairview Health Services Pension Plan $644M · 4,702
- Cargill Employee Retirement Account Plan $613M · 20,683
- Regions Hospital Retirement Savings 401(k) Plan $602M · 6,323
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
Similar participant headcount
Nearest other-state filings by covered participants (859 participants); asset peers above are excluded.
- Penobscot Community Health Center 403(b) Plan (ME) 858 · 1 off
- Melmark, Inc. Retirement Plan (PA) 858 · 1 off
- The Wgbh Educational Foundation Retirement Plan (MA) 854 · 5 off
- Bronxcare Health System Retirement Plan (NY) 853 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.