Money Purchase · DOL Form 5500 · 2024
Thrivent Financial for Lutherans Money Purchase Plan
Data updated 2026-08-06
- $461M
- Total assets
- 1,816
- Participants
- 97th
- Percentile by assets
- $253,676
- Avg per participant
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.
- 97th percentile by assets (of 116,472 plans)
- #7,808 in Finance & Insurance (8,240 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.
- $461M
- total plan assets (2024 EOY)
- 1,816
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $253,676
- avg assets per participant
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.
Thrivent Capital Accumulation Plan vs the 2024 asset distribution
By assets, Thrivent Capital Accumulation Plan outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.6x the national average plan size of $100M (730 average participants).
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)
| 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.
Thrivent Capital Accumulation Plan vs. nearby Money Purchase plans in Minnesota, assets vs. participants
- Boilermakers Lodge 154 Retirement Plan $157M · 6,951
- Central Iowa Carpenters Money Purchase Plan $132M · 811
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan $92M · 4,866
- Minneapolis Operative Plasterers' Retirement Plan $69M · 247
- Christian Labor Association Pension Trust Defined Contribution Plan $46M · 552
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Thrivent Capital Accumulation Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Thrivent Capital Accumulation Plan assets move in 2024? ▼
How have Thrivent Financial for Lutherans plan assets changed over time? ▼
Where does Thrivent Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Thrivent Capital Accumulation Plan? ▼
Next read for Thrivent Capital Accumulation Plan
Scale reading
Ways to act on Thrivent Capital Accumulation Plan's numbers.
- By total assets, Thrivent Capital Accumulation Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Minnesota. Compare plans
- Thrivent Financial for Lutherans's sponsor-wide assets have grown 23.5% since 2022 across 3 plan years on file. More Finance & Insurance plans