401(k) · DOL Form 5500 · 2024
Minnesota Orchestral Association 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 257
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $55,458
- Avg per participant Low balance/head
Official DOL plan name: Minnesota Orchestral Association Defined Contribution Retirement Plan · Sponsored by Minnesota Orchestral Association · Minnesota · Arts, Entertainment & Recreation
$14M in assets, 257 participants
Minnesota Orchestral Association's Minnesota Orchestral Association Defined Contribution Retirement Plan reported $14M in total assets and 257 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #2,269 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Minnesota
Minnesota Orchestral Association Defined Contribution Retirement Plan covers 257 participants in Minnesota, about 23% of the average Minnesota filer (state average ~1,126 per filing). Assets: $14M.
- #2,269
- in Arts, Entertainment & Recreation (2,921 peers)
- +13.7%
- assets growth YoY
Minnesota Orchestral Association Defined Contribution Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Minnesota Orchestral Association Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,252,713 Top 37% higher than 63% 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
Minnesota Orchestral Association Defined Contribution Retirement 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. Minnesota Orchestral Association Defined Contribution Retirement Plan sits mid-pack in the medium band (257 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Minnesota Orchestral Association Defined Contribution Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Minnesota Orchestral Association Defined Contribution Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Minnesota Orchestral Association Defined Contribution Retirement Plan reported participants fell from 276 in the plan year 2023 filing to 257 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 410693875 · Minnesota Orchestral Association PY 2024 · 401(k)
Minnesota Orchestral Association Defined Contribution Retirement Plan · $14M · 257 · 63rd
- ASSETS $14M
- ASSETS 257
- ASSETS 63rd
- ASSETS 401(k)
- ASSETS near Springbrook Software 401(k) Plan
- ASSETS ind #2269
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 Arts, Entertainment & Recreation retirement plans → · Plans in Minnesota →
Minnesota Orchestral Association Defined Contribution Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 410693875 |
| Plan Effective Date | 1991-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Minnesota Orchestral Association)
Sponsor-wide plan assets over time
All Minnesota Orchestral Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 18.743444742495154% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 254 | $17M |
| 2023 | 2 | 278 | $19M |
| 2024 | 2 | 258 | $20M |
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
Minnesota Orchestral Association Defined Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Springbrook Software 401(k) Plan in OR ($14M); by covered participants it is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (257 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Springbrook Software 401(k) Plan (OR) $14M · 193
- Agru America, Inc. 401(k) Plan - 001 (SC) $14M · 273
- Ice Industries 401(k) Plan (OH) $14M · 396
- Rubicon Technologies, LLC 401(k) Plan (GA) $14M · 325
Similar participant headcount
Nearest other-state filings by covered participants (257 participants); asset peers above are excluded.
- Tonoga, Inc. Profit Sharing/401(k) Plan (NY) 257 · 0 off
- Oak Ridge 401(k) Plan (IN) 257 · 0 off
- Wave Life Sciences USA, Inc. 401(k) Plan (MA) 257 · 0 off
- Good Samaritan Hospital Association 401(k) Plan (ND) 257 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.