Other · DOL Form 5500 · 2024

Greater Minnesota Family Services Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
201
Participants Below avg headcount
47th
Percentile by assets National rank
$33,370
Avg per participant Low balance/head
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Official DOL plan name: Greater Minnesota Family Services 403(b) Plan · Sponsored by Greater Minnesota Family Services · Minnesota · Healthcare & Social Assistance

$7M in assets, 201 participants

Greater Minnesota Family Services's Greater Minnesota Family Services 403(b) Plan reported $7M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,775 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Greater Minnesota Family Services 403(b) Plan covers 201 participants in Minnesota, about 18% of the average Minnesota filer (state average ~1,126 per filing). Assets: $7M.

#8,775
in Healthcare & Social Assistance (16,916 peers)
+4.2%
assets growth YoY

Greater Minnesota Family Services 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Greater Minnesota Family Services 403(b) Plan vs every filed plan by assets

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

$6,707,469 47th percentile higher than 47% 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

Greater Minnesota Family Services 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. Greater Minnesota Family Services 403(b) Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Greater Minnesota Family Services 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $273K in the plan year 2024 filing.
  • Greater Minnesota Family Services 403(b) Plan reported participants rose from 192 in the plan year 2023 filing to 201 in the plan year 2024 filing.
  • Greater Minnesota Family Services 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 411851475 · Greater Minnesota Family Services PY 2024 · Other

Greater Minnesota Family Services 403(b) Plan · $7M · 201 · 47th

  • EIN $7M
  • RANK 201
  • PHOTO 47th
  • IND Other
  • EOY near Carelink Community Support Services Employer Contribution Tax Sheltered Annuity
  • 5500 ind #8775

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 →

Greater Minnesota Family Services 403(b) Plan in the asset neighbourhood

Lehigh Valley Health Network, Inc. ERISA 403(b) PlanLehigh Valley Health Network…$7MGreater Minnesota Family Services 403(b) PlanGreater Minnesota Family Ser…$7MCarelink Community Support Services Employer Contribution Tax Sheltered AnnuityCarelink Community Support S…$7MBok Tower Garden, Inc Retirement PlanBok Tower Garden, Inc Retire…$7MGoodwill Industries, Inc. Omaha Retirement PlanGoodwill Industries, Inc. Om…$7M
End-of-year total assets ($M) among Greater Minnesota Family Services 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$273K
Employer EIN411851475
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greater Minnesota Family Services)

Sponsor-wide plan assets over time

All Greater Minnesota Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$7M 24.934836146949007% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.37M $6.71M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 191 $5M
2023 1 192 $6M
2024 1 201 $7M

Nearby Other Plans in Minnesota

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

Greater Minnesota Family Services 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Greater Minnesota Family Services 403(b) Plan, Total assets ($B): 0.006707469 · Participants: 201Greater Minnesota Family Services 403(b) PlanMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.937973727 · Participants: 5750Childrens Hospitals and Clinics Matched Savings PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.866640984 · Participants: 8227Centracare Health System 403(b) PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.811257677 · Participants: 22289Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.459707522 · Participants: 2357University of St. Thomas Retirement Plan
Greater Minnesota Family Services 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Greater Minnesota Family Services 403(b) Plan side-by-side with 3 peers →

Greater Minnesota Family Services 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Carelink Community Support Services Employer Contribution Tax Sheltered Annuity in PA ($7M); by covered participants it is 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra in FL (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Greater Minnesota Family Services 403(b) Plan assets move in 2024? ▼
Greater Minnesota Family Services 403(b) Plan edged up modestly - up 4.2% during 2024, from $6M to $7M. Reported net income was $273K.
How have Greater Minnesota Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greater Minnesota Family Services's sponsor-wide assets grew 24.9%, from $5M to $7M.
Which Other plans are similar in size to Greater Minnesota Family Services 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Carelink Community Support Services Employer Contribution Tax Sheltered Annuity in PA ($7M, 325 participants).
Which Other plans cover a similar participant headcount to Greater Minnesota Family Services 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra in FL (201 participants, $10M in assets).

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 411851475.

Read our methodology - how this data is sourced, computed, and verified.

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