Money Purchase
2024 plan-year Money Purchase DOL Form 5500

Constellation, Inc. Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Constellation, Inc. · Minnesota · Finance & Insurance

What the 2023 filing shows

Constellation, Inc. Pension Plan holds $18M for 199 participants — about $89,296 per participant, down 9.5% over the 2024 plan year.

$18M
total plan assets (2024 EOY)
199
covered participants
$89,296
avg assets per participant
-9.5%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$18M
Participants
199
State
Industry
Finance & Insurance

What the Filing Says About Constellation, Inc. Pension Plan

Constellation, Inc. Pension Plan is a Money Purchase retirement plan sponsored by Constellation, Inc., headquartered in Minnesota. As of the 2024 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 199 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 411625287, and the plan has been effective since 1986-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $20M at the beginning of 2024 to $18M at year-end — a decline of 9.5%. Net assets (after liabilities) closed the year at $18M, with reported net income of $-1,861,730 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$20M
Total Assets (End of Year)$18M
Net Assets (End of Year)$18M
Net Income$-1,861,730
Plan TypeMoney Purchase
Employer EIN411625287
Plan Effective Date1986-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Constellation, Inc.)

Year Plans Participants Total Assets
2022 2 346 $44M
2023 2 411 $54M
2024 3 566 $51M

Nearby Money Purchase Plans in Minnesota

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Constellation, Inc. Pension Plan?
As of the 2024 Form 5500 filing, Constellation, Inc. Pension Plan holds $18M in total assets with 199 participants. It is sponsored by Constellation, Inc..
What type of plan is Constellation, Inc. Pension Plan?
Constellation, Inc. Pension Plan is a Money Purchase plan. It has been effective since 1986-03-01. The plan is filed with the U.S. Department of Labor under EIN 411625287.
Who sponsors the Constellation, Inc. Pension Plan?
Constellation, Inc. Pension Plan is sponsored by Constellation, Inc., located in Minnesota. The sponsor's EIN is 411625287 and the plan operates in the Finance & Insurance industry.
How did Constellation, Inc. Pension Plan perform in 2024?
Constellation, Inc. Pension Plan declined by 9.5% during 2024, moving from $20M to $18M in total assets. Net income was $-1,861,730.
Where can I find official filings for Constellation, Inc. Pension Plan?
Official Form 5500 filings for Constellation, Inc. Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 411625287 or plan name at efast.dol.gov.
How does Constellation, Inc. Pension Plan compare to other plans?
You can compare Constellation, Inc. Pension Plan against other Money Purchase plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 411625287.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.