Other · DOL Form 5500 · 2024
Augsburg University Retirement Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 698
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $214,069
- Avg per participant Above avg balance/head
Official DOL plan name: Augsburg University Defined Contribution Retirement Plan · Sponsored by Augsburg University · Minnesota · Educational Services
$149M in assets, 698 participants
Augsburg University's Augsburg University Defined Contribution Retirement Plan reported $149M in total assets and 698 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,203 in Educational Services (3,638 peers)
Where Augsburg University Defined Contribution Retirement Plan sits by assets
Augsburg University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $149M for 698 participants (~$214,069/participant), up 3.6% in 2024.
- #3,203
- in Educational Services (3,638 peers)
- +3.6%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Augsburg University Defined Contribution Retirement Plan's outsized position by total assets
Augsburg University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$149,420,365 Top 7% higher than 93% 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
Augsburg University Defined Contribution Retirement 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. Augsburg University Defined Contribution Retirement Plan sits mid-pack in the medium band (698 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Augsburg University Defined Contribution Retirement Plan reported net income fell from $16M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Augsburg University Defined Contribution Retirement Plan end-of-year assets rose from $144M in the plan year 2023 filing to $149M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 410694721 · Augsburg University PY 2024 · Other
Augsburg University Defined Contribution Retirement Plan · $149M · 698 · 93rd
- PCT $149M
- PCT 698
- PCT 93rd
- PCT Other
- PCT near Augusta Health Care 403b Plan
- PCT ind #3203
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 Educational Services retirement plans → · Plans in Minnesota →
Augsburg University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $5M |
| Employer EIN | 410694721 |
| Plan Effective Date | 1962-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Augsburg University)
Sponsor-wide plan assets over time
All Augsburg University plans reported in each filing year
- Latest sponsor-wide plan assets
- $149M 16.741930989639446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 726 | $128M |
| 2023 | 1 | 703 | $144M |
| 2024 | 1 | 698 | $149M |
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
Augsburg University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Augusta Health Care 403b Plan in VA ($149M); by covered participants it is St. Ambrose University Defined Contribution Plan in IA (698 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- Augusta Health Care 403b Plan (VA) $149M · 2,721
- St. Barnabas Hospital 403(b) Plan (NY) $150M · 2,858
- Ticua 403(b) Defined Contribution Plan (TN) $150M · 1,350
- Utica University Defined Contribution Retirement Plan (NY) $148M · 1,130
Similar participant headcount
Nearest other-state filings by covered participants (698 participants); asset peers above are excluded.
- St. Ambrose University Defined Contribution Plan (IA) 698 · 0 off
- Andwell Health Partners (ME) 697 · 1 off
- St. Rose Hospital 403(b) Savings Plan (CA) 699 · 1 off
- Longwood Gardens 403(b) Employer Match Retirement Plan (PA) 697 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.