Other · DOL Form 5500 · 2024
Metropolitan Area Agency on Aging Inc Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 106
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $111,170
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Trellis · Sponsored by Metropolitan Area Agency on Aging Inc · Minnesota · Other Services
$12M in assets, 106 participants
Metropolitan Area Agency on Aging Inc's 403(b) Thrift Plan for Trellis reported $12M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #5,932 in Other Services (7,719 peers)
Coverage in Minnesota
403(b) Thrift Plan for Trellis covers 106 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $12M.
- #5,932
- in Other Services (7,719 peers)
- +15.3%
- assets growth YoY
403(b) Thrift Plan for Trellis's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for Trellis vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,783,994 Top 41% higher than 59% 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
403(b) Thrift Plan for Trellis 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. 403(b) Thrift Plan for Trellis sits mid-pack in the medium band (106 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Trellis end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- 403(b) Thrift Plan for Trellis reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- 403(b) Thrift Plan for Trellis reported participants fell from 117 in the plan year 2023 filing to 106 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 411774247 · Metropolitan Area Agency on Aging Inc PY 2024 · Other
403(b) Thrift Plan for Trellis · $12M · 106 · 59th
- EIN $12M
- RANK 106
- PHOTO 59th
- IND Other
- EOY near Marc Development Centers DC Retirement Plan
- 5500 ind #5932
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 Other Services retirement plans → · Plans in Minnesota →
403(b) Thrift Plan for Trellis in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 411774247 |
| Plan Effective Date | 2007-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Metropolitan Area Agency on Aging Inc)
Sponsor-wide plan assets over time
All Metropolitan Area Agency on Aging Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 39.665378933202014% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $8M |
| 2023 | 1 | 117 | $10M |
| 2024 | 1 | 106 | $12M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
403(b) Thrift Plan for Trellis's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Marc Development Centers DC Retirement Plan in WI ($12M); by covered participants it is 403(b) Thrift Plan of Human Development Commission in MI (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Human Development Commission (MI) 106 · 0 off
- Quality Progressions 403(b) Plan (PA) 106 · 0 off
- Gould Academy Retirement Plan (ME) 106 · 0 off
- The Roeper School Savings and Match Plan (MI) 106 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.