Money Purchase · DOL Form 5500 · 2024
Thrivent Financial for Lutherans Money Purchase Plan
Data updated 2026-08-25
- $461M
- Total assets Above avg plan size
- 1,816
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $253,676
- Avg per participant Above avg balance/head
Official DOL plan name: Thrivent Capital Accumulation Plan · Sponsored by Thrivent Financial for Lutherans · Minnesota · Finance & Insurance
$461M in assets, 1,816 participants
Thrivent Financial for Lutherans's Thrivent Capital Accumulation Plan reported $461M in total assets and 1,816 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #8,098 in Finance & Insurance (8,549 peers)
Where Thrivent Capital Accumulation Plan sits by assets
Thrivent Capital Accumulation Plan sits in the top 5% of all filed plans by assets, $461M for 1,816 participants (~$253,676/participant), up 10.0% in 2024.
- #8,098
- in Finance & Insurance (8,549 peers)
- +10.0%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
Thrivent Capital Accumulation Plan's outsized position by total assets
Thrivent Capital Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$460,675,478 Top 3% higher than 97% 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
Thrivent Capital Accumulation Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thrivent Capital Accumulation Plan lands in the large band (1,816 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Thrivent Capital Accumulation Plan reported net income fell from $47M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- Thrivent Capital Accumulation Plan end-of-year assets rose from $419M in the plan year 2023 filing to $461M in the plan year 2024 filing.
- Thrivent Capital Accumulation Plan reported participants fell from 1,896 in the plan year 2023 filing to 1,816 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 390123480 · Thrivent Financial for Lutherans PY 2024 · Money Purchase
Thrivent Capital Accumulation Plan · $461M · 1,816 · 97th
- BOY $461M
- BOY 1,816
- BOY 97th
- BOY Money Purchase
- BOY near Elliott Money Purchase Pension Plan
- BOY ind #8098
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 Finance & Insurance retirement plans → · Plans in Minnesota →
Thrivent Capital Accumulation Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $419M |
|---|---|
| Net Assets (End of Year) | $461M |
| Net Income | $42M |
| Employer EIN | 390123480 |
| Plan Effective Date | 1943-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thrivent Financial for Lutherans)
Sponsor-wide plan assets over time
All Thrivent Financial for Lutherans plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.5B 23.52013686654526% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 12,041 | $2.8B |
| 2023 | 3 | 12,405 | $3.2B |
| 2024 | 3 | 12,856 | $3.5B |
Nearby Money Purchase Plans in Minnesota
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- St. Paul Electrical Construction Workers Supplemental Pension Plan $308M · 2,787
- Boilermakers Lodge 154 Retirement Plan $157M · 6,951
- Central Iowa Carpenters Money Purchase Plan $132M · 811
- Nmdp Employer Contribution Plan $119M · 1,708
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan $92M · 4,866
Thrivent Capital Accumulation Plan's out-of-state Money Purchase peers by assets and headcount
Outside Minnesota, the nearest Money Purchase by assets is Elliott Money Purchase Pension Plan in FL ($457M); by covered participants it is Local 210's Annuity Fund in NY (1,816 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($461M here).
- Elliott Money Purchase Pension Plan (FL) $457M · 494
- University of San Francisco Defined Contribution Retirement Plan (CA) $468M · 2,828
- City of Hope National Medical Center Defined Contribution Retirement Plan (CA) $450M · 7,461
- Contra Costa County Electrical Workers Retirement Plan & Trust (CA) $472M · 1,265
Similar participant headcount
Nearest other-state filings by covered participants (1,816 participants); asset peers above are excluded.
- Local 210's Annuity Fund (NY) 1,816 · 0 off
- First Hawaiian, Inc. Future Plan (HI) 1,815 · 1 off
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan (KY) 1,824 · 8 off
- Greater Texas IBEW NECA Annuity Plan (TX) 1,845 · 29 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.