401(k) · DOL Form 5500 · 2024

Messerli & Kramer, P.a. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
251
Participants Below avg headcount
83rd
Percentile by assets National rank
$183,035
Avg per participant Above avg balance/head
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Official DOL plan name: Messerli & Kramer, P.a. Savings & Retirement Plan · Sponsored by Messerli & Kramer, P.a. · Minnesota · Professional & Technical Services

$46M in assets, 251 participants

Messerli & Kramer, P.a.'s Messerli & Kramer, P.a. Savings & Retirement Plan reported $46M in total assets and 251 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,914 in Professional & Technical Services (20,173 peers)

Coverage in Minnesota

Messerli & Kramer, P.a. Savings & Retirement Plan covers 251 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $46M.

#16,914
in Professional & Technical Services (20,173 peers)
+8.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Messerli & Kramer, P.a. Savings & Retirement Plan's outsized position by total assets

Messerli & Kramer, P.a. Savings & Retirement Plan vs every filed plan by assets

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

$45,941,678 Top 17% higher than 83% 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

Messerli & Kramer, P.a. Savings & 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. Messerli & Kramer, P.a. Savings & Retirement Plan sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Messerli & Kramer, P.a. Savings & Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Messerli & Kramer, P.a. Savings & Retirement Plan end-of-year assets rose from $42M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Messerli & Kramer, P.a. Savings & Retirement Plan reported participants fell from 266 in the plan year 2023 filing to 251 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411767334 · Messerli & Kramer, P.a. PY 2024 · 401(k)

Messerli & Kramer, P.a. Savings & Retirement Plan · $46M · 251 · 83rd

  • BOOK $46M
  • BOOK 251
  • BOOK 83rd
  • BOOK 401(k)
  • BOOK near Mx Technologies, Inc. 401(k) Plan
  • BOOK ind #16914

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Messerli & Kramer, P.a. Savings & Retirement Plan in the asset neighbourhood

Bank Independent 401(k) Profit Sharing PlanBank Independent 401(k) Prof…$46MMesserli & Kramer, P.a. Savings & Retirement PlanMesserli & Kramer, P.a. Savi…$46MMx Technologies, Inc. 401(k) PlanMx Technologies, Inc. 401(k)…$46MAccuweather 401(k) Plan$46M403(b) Thrift Plan for Employees of Lone Star Legal Aid403(b) Thrift Plan for Emplo…$46M
End-of-year total assets ($M) among Messerli & Kramer, P.a. Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$46M
Net Income$3M
Employer EIN411767334
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Messerli & Kramer, P.a.)

Sponsor-wide plan assets over time

All Messerli & Kramer, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 27.603763290277016% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36M $45.9M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 272 $36M
2023 1 266 $42M
2024 1 251 $46M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Messerli & Kramer, P.a. Savings & Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Messerli & Kramer, P.a. Savings & Retirement Plan, Total assets ($B): 0.045941678 · Participants: 251Messerli & Kramer, P.a. Savings & Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Messerli & Kramer, P.a. Savings & Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Messerli & Kramer, P.a. Savings & Retirement Plan side-by-side with 3 peers →

Messerli & Kramer, P.a. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Mx Technologies, Inc. 401(k) Plan in UT ($46M); by covered participants it is Artesian 401(k) Retirement Plan in DE (251 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Messerli & Kramer, P.a. Savings & Retirement Plan assets move in 2024? ▼
Messerli & Kramer, P.a. Savings & Retirement Plan grew at a solid clip - up 8.3% during 2024, from $42M to $46M. Reported net income was $3M.
How have Messerli & Kramer, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Messerli & Kramer, P.a.'s sponsor-wide assets grew 27.6%, from $36M to $46M.
Where does Messerli & Kramer, P.a. Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Messerli & Kramer, P.a. Savings & Retirement Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Messerli & Kramer, P.a. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mx Technologies, Inc. 401(k) Plan in UT ($46M, 511 participants).
Which 401(k) plans cover a similar participant headcount to Messerli & Kramer, P.a. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Artesian 401(k) Retirement Plan in DE (251 participants, $79M 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 411767334.

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.